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  • Intuitive Surgical Is Toast  [View article]
    For the record, I feel the egg on my face. But I'm sticking to my guns...
    Apr 17 15:08 pm |Rating: 0 -1 |Link to Comment
  • Intuitive Surgical Is Toast  [View article]
    The company is obviously at a slowing stage of its lifecycle.


    On Apr 17 06:56 AM Alan Brochstein wrote:

    > One more thing - it is quite rare to be able to talk about a growth
    > company at this phase of its life-cycle on a free cash yield basis.
    > I urge you and other readers to take a look at the free cash flow
    > relative to the enterprise value. It's a joke.
    Apr 17 09:32 am |Rating: 0 -2 |Link to Comment
  • Intuitive Surgical Is Toast  [View article]
    Yes, I am jilted. But I'm learning from my screw-ups...


    On Apr 17 08:05 AM wobatus wrote:

    > Thw writer sounds like a jilted momo investor. I never bought. Was
    > tempted when it was below 100. Thinking about it now.
    Apr 17 09:31 am |Rating: +2 -2 |Link to Comment
  • Intuitive Surgical Is Toast  [View article]
    If the company is so great - why would you sell the stock?


    On Apr 17 06:52 AM Alan Brochstein wrote:

    > I don't agree with you either. In addition to the previous comments,
    > I would point to several facts, including massive 60% procedure growth,
    > strong international demand, continued innovation (the reason for
    > the deferrals), steady pricing, great cashflow, continued outside
    > leasing sources, high repeat purchases on the systems and steady
    > margin guidance despite uncertainty on volumes.
    >
    > When the company was just beginning its growth phase, it suggested
    > that the maximum any institution would buy would be 3 machines, but
    > they now have two customers with 5. This technology, a monopoly,
    > is becoming the gold standard. The company continues to plow its
    > massive profits back into R&D, and the returns on its investment
    > continue to be massive.
    >
    > I sold my stock earlier this week between 114 and 120. I had hoped
    > to buy it back before they reported, but the snafu of the early release
    > got in my way (luckily I think, given the drop in AH). I plan to
    > be buying the dip this morning. I bought for the first time in years
    > when they reported in January, but I first became involved in the
    > name in early 2005 and have nothing but the highest respect for this
    > management team and their mission.
    Apr 17 09:31 am |Rating: +1 -1 |Link to Comment
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