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Health Care - Health Care Technology & Distribution: 2011 Third


Lawrence Marsh  Barclays Capital

Barclays Capital’s Lawrence Marsh rises from runner-up to reclaim the No. 3 spot he held in 2009. Marsh reiterated his overweight recommendation on Cardinal Health in November, one day after the Dublin, Ohio–based pharmaceuticals distributor announced that it would acquire Kinray, a privately held distributor serving the New York City metropolitan area, for $1.3 billion; the deal closed in December. Marsh liked the company’s expansion strategy and growth prospects. The stock shot up a healthy 19.1 percent, from $35.68 to $42.50, and bested the broad market by 17.5 percentage points, through August.

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