The turmoil in the boardroom and the goings-on with the CEO succession should dominate the agenda.

I think there's always going to be a group of people who are willing to do that, especially as you get more empty nesters. In those households, the pet takes on incredible importance as a member of the family and people are willing to shell out incredible amounts of money to keep them healthy.

If J&J is not willing to up their bid, I think Guidant will be going to Boston Scientific.

There is so much uncertainty involved. You just have a wild card pretty much everywhere you look.

That's going to be one of the big questions on everyone's mind. There is going to be a lot of pressure on them to provide some path and explanation of that path. They have a lot on their plate.

This is a company that has consistently delivered strong results, one quarter after another, and over the last year they haven't gotten credit for it.

I'm not actually surprised. I think it's to be expected.

The real concern is what is Coke doing to address this trend and take advantage of it. Pepsi has done much better than Coke both in the bottled water and health drinks categories.

It's just a lot more certain. It's a bird in the hand, and better than two birds in the bush.