For all the jabbering about Cramer and his liking AHS, it's amazing to me that the shares remain unnoticed. It's one of the best performing stocks that is not a biotech or a social media company, and yet this board attracts little or no attention. As I noted back in February when the shares were trading around 20, I guess that is good. What happens when anyone notices how well AHS has performed?
I spent time around this board back when AHS was trading around $6. How can a company that has done so well be so obscurely treated? I guess it's a good sign. I mean even Cramer has sung its praises repeatedly and yet crickets! Who knows what the shares would do if anyone knew they existed?
I must admit that were JNJ to be the acquirer of both BSX and what is left of Guidant, it would be a rich joke on Nicholas, Tobin and Best, the clowns who outbid JNJ to acquire Guidant. You'd think that this trio would have asked themselves whether there was something counterintuitive a bout their outbidding the far better financed and better brained JNJ for Gudiant? At your price of $26, JNJ would be getting both assets at a steep discount to where both traded on the eve of the BSX "coup." Indeed, today BSX is worth less than it paid for Guidant ($28 billion, more or less).
Yes, BSX could attract bids. We'll see.
Given the JNJ settlement news and the strong move in BSX shares, it's surprising that the board is so silent. I take that as a good sign, evidence that the shares long wandering in the wilderness has alienated pretty much everyone. I started buying shares around $18 (that was 8 years ago after what I thought was the worst impact of the Guidant acquisition), but most of my shares were bought under $7 in 2010. Then I just sat and took the pain. Now I want to see what BSX can do without JNJ looming over it.