It has taken a little longer than I might have liked, but my bullish call on AtriCure (ATRC) has been working out pretty well this year, with the shares up more than 100% over the past year and on a year-to-date basis. I believe the Street has been responding to a strong uptick in the company's growth rate, but I also believe that significant management turnover over the past year or so (including a new CEO, SVP, and VPs of marketing and R&D) has rebuilt confidence that AtriCure may at last have a winning strategy.
With the shares having doubled, "now what?" seems like a fair question. I am hesitant to chase off current shareholders, as though...
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