Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Volcano Still Has Plenty To Prove

Volcano (NASDAQ:VOLC) has never been shy about setting ambitious targets or pursuing a bold vision for the company's future. Unfortunately, delivering the execution has proved a great deal harder - margins are still weak, growth has slowed considerably, and management has made a habit of coming up short on those targets and goals. These shares are undervalued today, and may be considerably undervalued if you believe in management's current goals, but experience has shown that investors would do well to keep a healthy skepticism.

PCI Slowing - Is It A Pause Or A Warning?

Insofar as the clear and present dangers go, arguably the biggest for Volcano is the trend in percutaneous coronary intervention (NYSE:PCI) procedures....

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