Roger Nusbaum submits:

A few days ago I executed a small tweak in the portfolio. I had held Stryker (SYK) as an almost across the board holding for many years with the big idea that boomers would stay active longer than their parents, but that activity would require more boomers to need replacement parts (knees and such).

From a more bottom up view, the company has no debt, decent cash flow and the rest of the stats look good as well–most of them anyway. In the time I have owned Stryker, it has not really distinguished itself as being a good or a bad hold. At times it has outperformed and at times it has lagged but it has come out about the same as the broad healthcare sector over the last five-plus years.

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