We are selling out the remaining position in the name we have been trimming to add back a Healthcare name that we had sold in April and May at higher prices. The buy has a 33% return to my target a year out, while the sell is 20% to my raised target. The sell is slightly overbought, and the buy is pretty oversold now. The stock reacted very poorly to higher expenses that led to a slight reduction in the full year EPS guidance. I think it's a great opportunity to get back into this high quality name.
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July 27, 2011
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