Seeking Alpha
  • Alan Brochstein, CFA
    $ISRG may go as low as 470-475, but that was a solid report. It's easy to find one or two things wrong in any quarter.
    7/20/12
    Reply (6)
    • The Fox: Love the company, but as usual, it had an absurd valuation. CMG and UA are in the same boat. Nose bleeders.
      7/21/12
    • Alan Brochstein, CFA: Why is it "absurd"? It strikes me as expensive, but justified below 550 and reasonably attractive at the price I mentioned.
      7/21/12
    • The Fox: Absurd was probably a poor choice of words. Expensive would be more accurate?
      7/21/12
    • Alan Brochstein, CFA: It is expensive, but it's hard to find companies growing sales consistently above 20% these days!
      7/21/12
    • Charles Margolis: Wish Apple would buy (ISRG) or (GOOG) would buy it. It'd just get lost in the crowd if (GE) bought it.
      7/22/12
    • Alan Brochstein, CFA: I think JNJ should buy it
      7/22/12