Despite the bumps in the road, we remain patient while these healthcare companies takes measures to sort through regulatory and supply chain hurdles. Let's take a look at the details, and how the companies may benefit once those hurdles are overcome.

Zimmer Biomet came out with quarterly earnings of $1.95 per share.

Boston Scientific Corporation is a developer, manufacturer, and marketer of medical devices used in a range of interventional medical specialties.

If any business could be described as the perfect business, it might be medical devices. The business has demographics on its side, and the industry is constantly driven by technology and prices increases.

This morning, UBS' research team upgraded Stryker to Buy from Neutral and downgraded Zimmer Biomet to Sell from Neutral.

Citi's Hazan upgraded Zimmer Biomet to Neutral from Sell, saying the selection of Tom Price to head Health and Human Services "all but ensures current bundled payment programs may be significantly diluted."

The Dallas Fed’s manufacturing outlook missed expectations for +2.0 as it was -1.5. This means it has been negative for 22 straight months.

In breaking down prospective M&A targets in the Cardio and Vascular focus area within Med-Tech, Cardiovascular Systems (CSII) looks to be the most compelling play.

Today's watch list includes: Xylem, Zimmer Biomet, Visa, Waters, and 3M