Our conclusion is that large cap banks are not currently priced for sustained earnings growth, and that those banks that can create operating leverage and deploy capital are in a position to achieve low double digit EPS growth even with modest top line growth.

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Moreover it is in a great position to gain from rising income levels and double-digit growth rates in emerging economies such as China and India.

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We think it is reasonable to assume high single-digit revenue growth for Lincare for the foreseeable future, aided by its competitive position and a population that is not only aging but living longer as well.

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