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Andy Batts

 
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  • Johnson & Johnson's Power Morcellator Recall Could Result In Further Pullback
    Thu, Aug. 7 JNJ 2 Comments

    Summary

    • Johnson & Johnson recently withdrew three laparoscopic power morcellators due to a risk of spreading cancerous tissue, following FDA's warning in April.
    • FDA warned that healthcare providers and patients should carefully consider available alternative treatment options for symptomatic uterine fibroids.
    • The negative news could result in further pullback in Johnson & Johnson's stock, offering excellent investing opportunity.
  • Update: Triumph Group Earnings
    Tue, Aug. 5 TGI 2 Comments

    Summary

    • Triumph Group reported first quarter fiscal 2015 earnings, which misses analysts' estimates.
    • I anticipated that earnings will miss analysts' estimates.
    • This confirms my opinion that Triumph Group is overvalued.
  • Update: Cepheid Achieved Record Shipment Of GeneXpert Systems In China
    Mon, Aug. 4 CPHD Comment!

    Summary

    • Cepheid recently completed a record quarterly shipment of 774 GeneXpert systems to a single country, which is China.
    • This confirms my view that Cepheid has robust growth opportunities in the emerging countries, which are more prone to tuberculosis compared to the developed world.
    • In my original analysis I noted that the company's High Burden Developing Country or HBDC program is churning considerable revenues.
  • Silicon Labs Looks Attractive After 15% Correction
    Wed, Jul. 30 SLAB 1 Comment

    Summary

    • Shares of Silicon Labs fell almost 15% since the company projected below consensus earnings for the third quarter.
    • The company is well-positioned to monetize IoT with its microcontroller, wireless and sensor products gaining traction in the market.
    • The stock could have more than 30% upside from the current level over the medium-term.
  • Buy Intuitive Surgical Amid Negative Sentiment Around The Company
    Mon, Jul. 28 ISRG 5 Comments

    Summary

    • A recent study questioned the efficacy of Intuitive Surgical’s da Vinci robotic surgery system.
    • The company's shares are trading at a significant premium compared to other prominant medical device makers.
    • I believe that such premium valuation is absolutely justified because Intuitive has a bright future.
  • Apple's Bigger iPhones Could Steal Samsung's Market Share; Stock Heading Higher
    Wed, Jul. 23 SSNLF, AAPL 39 Comments

    Summary

    • Apple is preparing to launch big-screen iPhones with 4.7-inch and 5.5-inch displays.
    • The company could steal a substantial part of Samsung’s smartphone market share with bigger iPhones.
    • Renewed iPhone demand from China and other emerging markets is expected to drive the stock higher.
  • Microsoft Heading Toward All-Time High On Strong Cloud Momentum
    Tue, Jul. 22 MSFT 6 Comments

    Summary

    • Microsoft just announced its FY14 fourth quarter earnings - commercial cloud revenue rose a whopping 147% year-over-year.
    • Microsoft and Cisco have entered into a multi-year agreement focusing on modernizing datacenters.
    • The agreement is expected to be hugely beneficial for Microsoft's hybrid cloud business.
    • There is a strong chance that Microsoft's stock will reach its all-time high near $57 if the market supports.
  • Does The Launch Of Android Wear Make Google's Valuation Attractive?
    Tue, Jul. 22 GOOGL, GOOG 2 Comments

    Summary

    • Developer Unit9 Games just released their first game for Google's new Android Wear smartwatches.
    • Google's primary goal is to make sure that its search business thrives on Android Wear.
    • Google needs new avenues for growing its stagnant search market share, and Android Wear could help the company achieve that.
  • Johnson & Johnson's Artificial Pancreas May Be Launched Earlier Than Expected
    Wed, Jul. 9 DXCM, MDT, JNJ 8 Comments

    Summary

    • J&J's diabetes division, Animas, recently launched its latest combo device Animas Vibe in Canada.
    • The company didn't disclose exactly when its artificial pancreas would hit the market.
    • I believe that J&J's artificial pancreas will be launched much earlier than anticipated.
  • Johnson & Johnson: Valuation Not Attractive Despite Impressive Strategic Alliance
    Fri, Jul. 4 JNJ 26 Comments

    Summary

    • Johnson & Johnson has formed a strategic alliance with Tissue Regeneration Systems for developing patient-specific implants.
    • TRS is a start-up medical device company aimed at commercializing its technology in skeletal reconstruction and bone regeneration.
    • Despite this, Johnson & Johnson is expected to grow at a CAGR of ~10% for the next five years, its valuation isn't attractive enough.
  • Cepheid Developing A Rapid Diagnostic Test For Multidrug-Resistant Superbugs
    Sun, Jun. 29 QGEN, RHHBY, CPHD 4 Comments

    Summary

    • Cepheid is developing a rapid test, known as Xpert Carba-R, for detecting multidrug-resistant pathogens.
    • The test has several advantages over existing diagnostic methods.
    • The company successfully launched its Xpert HPV molecular diagnostic test in Europe.
  • Abbott Is Undervalued With Significant Prospects In Vision Care
    Thu, Jun. 26 JNJ, NVS, ABT 1 Comment

    Summary

    • Abbott received CE Marking for its implantable Tecnis lenses in Europe.
    • WHO says that global annual target for cataract surgeries should be 32 million by 2020.
    • The global vision care devices market will reach $46 billion by 2017, representing significant opportunities for Abbott.
  • UBI To Drive CalAmp's Growth: Correction Offers Excellent Buying Opportunity
       • Thu, Jun. 12 CAT, CAMP 9 Comments

    Summary

    • CalAmp’s Wireless DataCom business has tremendous growth prospects in the UBI (Usage-Based Insurance) market.
    • UBI will represent more than 100 million policies generating more than $80 billion in premiums by 2020.
    • CalAmp is the leading device technology provider for UBI in North America, while Europe offers huge growth opportunities.
    • The company's stock may have 100% upside and the recent sell-off provides excellent investing opportunity.
  • Triumph: Wait For A Correction For Buying With Growth Priced In
    Wed, Jun. 4 TGI Comment!

    Summary

    • Triumph Group is primarily a commercial aviation play with valuation not so compelling.
    • Although the sector has good growth prospects, a significant part of that is already in the price of the stock.
    • The company's recently announced share repurchase program might act to the disadvantage of its shareholders.
    • The overvalued commercial aviation business coupled with the eroding defense business might lead to stock under-performance.
  • For Driving Shareholder Value Curtiss-Wright Should Focus On Growth Rather Than Stability
       • Tue, Apr. 29 CW Comment!

    Summary

    • Curtiss-Wright has realigned its business for driving shareholder value.
    • Booming U.S. oil and gas industry presents huge opportunity.
    • For capitalizing on it, the company needs to prioritize growth.
  • Fluidigm: Unique Investing Opportunity In Single-Cell Genomics
       • Tue, Apr. 29 FLDM 1 Comment

    Summary

    • Fluidigm is the only dedicated player in single-cell genomics (SCG), a rapidly evolving market.
    • Until now, the company is almost free from competition because no other company offers products covering the full SCG workflow.
    • The opportunity could be huge (more than 100%) over the long-term with limited downside risk.
  • Qiagen: Why I Prefer Waiting On The Sidelines
       • Tue, Apr. 15 QGEN 5 Comments

    Summary

    • Qiagen tries to drive revenue growth by boosting the global adoption of QIAsymphony and QuantiFeron-TB.
    • It is highly unlikely that these products would drive shareholder value in terms of earnings and share price growth.
    • The company is increasingly taking inorganic route for generating cash, which is worrisome.
    • The management needs to understand that there is a fine line between responsibly growing shareholder value and doing whatever is needed for generating cash.
  • URS Corp.: An Impressive Value Unlocking Proposition
       • Sat, Apr. 12 URS 1 Comment

    Summary

    • Several hedge funds are accumulating URS in the anticipation of value unlocking.
    • Jana Partners has taken activist position on the company.
    • A spin-off may just be in the cards.
  • Symmetry Medical: Grossly Undervalued Despite Debt Load
       • Mon, Mar. 31 SMA Comment!

    Summary

    • SMA recently launched Bookwalter Femoral Elevator for total hip arthroplasty using direct anterior approach.
    • The direct anterior approach for total hip arthroplasty may see growing adoption going forward.
    • SMA's business is showing early signs of turnaround from various internal issues.
    • The stock could double itself in 2014.
  • Should You Buy DexCom After The Meteoric Rise?
       • Tue, Mar. 25 DXCM 5 Comments

    Summary

    • DexCom recently received FDA-clearance for its G4 PLATINUM device for pediatric use.
    • The device offers a built-in alarm and an alternate sensor wear site on the upper buttocks of children for added flexibility.
    • With approximately 70,000 children worldwide expected to develop type 1 diabetes annually, the potential for the device could be huge.
    • In the last 12 months the stock more than trebled from the 52-week low of $15.
  • NuVasive's Innovative Product Launches To Drive Growth, Stock Has Significant Upside
       • Fri, Mar. 21 NUVA Comment!

    Summary

    • NuVasive’s three new product launches could significantly boost its market share and revenue.
    • The company’s operating margin would expand meaningfully going forward.
    • The stock could have ~35% upside from the current level.
  • Cardiovascular Systems' Orbital Atherectomy Could Be A Game Changer
       • Sat, Mar. 15 BSX, CSII 4 Comments

    Summary

    • FDA approved CSII's Diamondback 360 for calcified coronary arteries, a $1.5 billion market.
    • The device has the potential to lift the company from loss.
    • The stock could have 80% upside from the current price.
  • CircuLite Boosts HeartWare's Fundamentals But What About Profit?
       • Wed, Feb. 26 SSH, THOR, HTWR 14 Comments
  • Exact Sciences' Cologuard: A Game Changer For Colorectal Cancer Screening?
       • Wed, Feb. 26 EPGNY, LH, EXAS 7 Comments
  • Alphatec: Growth Prospects Suggest The Stock Could Be Significantly Undervalued
       • Thu, Feb. 6 ATEC 16 Comments
  • Globus' Acquisition Of Excelsius Makes It A Compelling Robotics Story
       • Wed, Feb. 5 ISRG, MZOR, SYK 2 Comments
  • Cepheid: A Global Growth Story At A Reasonable Price
       • Thu, Jan. 30 CPHD 6 Comments
  • Myriad Genetics: Is The Correction An Investing Opportunity
       • Wed, Jan. 29 MYGN 19 Comments
  • Luminex: Over-Pessimism Could Be An Opportunity With Upcoming Catalysts
       • Tue, Jan. 21 LMNX Comment!
  • NxStage Gaining Ground On Growing Adoption Of Home Hemodialysis
       • Wed, Jan. 8 NXTM 6 Comments
  • NII Holdings: Risky But Trading In A Deep Value Zone
       • Dec. 12, 2013 NIHD 21 Comments
  • Masimo's New Technologies Will Open New Markets, Stock To Inch Higher
       • Dec. 12, 2013 MASI Comment!