davemcc3300

Intuitive Surgical: Medical Device Stocks Look Oversold - But Not Recession Proof

Johnson has a valid point about "groupie" stocks. Another name for this is "story" stock. I've owned two of these and ended up getting my hat handed to me with my head in it: NutraCea (NTRZ) and Headwaters (HW). Like ISRG, both are fine companies with great "stories" that I fell in love with, and got into so "early" that the smart investors in the stocks turned out to be the ones who sold when the price was high.

I think ISRG is worth buying, but I put it in the "story" -- or "groupie" or "gotta love" -- stocks that just aren't good enough at the fundamentals yet ... or maybe just haven't been discovered by level-headed investors yet.

ISRG buyers beware.

Dave

Wall Street Breakfast: Must-Know News

BHI's numbers aren't showing in the share price. It will be a big winner when the recovery comes. (I've owned BHI in past, continue to watch it, but don't own shares right now.) But so will all the oil services and infrastructure players.