On Friday, dental and medical products distributor Henry Schein
Henry Schein, as reported by dentist's son Seth Jayson in March, is a company that's doing a lot of things right. Last year, the company, along with competitors like Dentsply International
Presumably investors considering a purchase of Henry Schein stock are encouraged by the recent share swoon. First-quarter results looked generally good, and the profit outlook for 2004 is upbeat. Europe, particularly, seems like a rich opportunity for the company. Management sees the Western European market as worth some $5.7 billion, and the company has a ways to go before its market share there will approximate its standing in North America. Acquisitions like last week's can only help.
Additionally, the company recently picked up a contract to distribute MedImmune's
If MedImmune and Henry Schein can put things right, there's a good opportunity there. It's just one more reason Henry Schein deserves close attention from medical sector investors.
Fool contributor Dave Marino-Nachison doesn't own any of the companies in this article.