Here is what I think, take it for what it cost you. I believe there are 2 parts to a stock move. One based on potential the next based on achieved results. Since 2009 we longs have benefitted nicely from potential more than anything else The market now wants to see results. Let's hope 2nd quarter is strong!
This morning on CNBC they were saying JNJ needs international exposure. They said their international sales were approximately 20% of total and it should be closer to 40%. They also named the areas they needed to grow. It included diagnostics. Any acquisition ideas?