A lot of investors get this real myopic view that the world is the G-7 (countries) and this time out it's really not. It's everybody but the G-7. |
He's managed to turn that ship around. It's tough to grow these businesses when you have to pay off the kind of debt he's had to handle. |
That seals the cut and prevents the cuttings from getting an embolism, which is an air bubble. |
The healthcare business, on its own, would probably be worth in the mid-teens -- $14 to $16 a share depending on how much debt they put into the company. For the sum of the parts, I'd put the value at $36 to $38 a share. |
The heavy manufacturing side of the U.S. economy -- which is pretty much under the radar because it's dwarfed by the consumer side -- is doing really well and will continue to do well for a while. |
Their distribution centers will kind of become supermarkets for their products. |