Checkup: Kinetic Concepts (KCI)

On Feb. 3rd, I took five minutes and thought about Kinetic Concepts as an investment. After some quick analysis, I wrote "Flush! Too much risk for not enough reward. I'll pass on KCI for now." - referring to the Blue Sky patent battle.

Today KCI lost, and Blue Sky won. KCI is down 43% as a result.

Sometimes a few minutes is all it takes.