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farcry

farcry
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  • Goldman Sachs thinks today's weakness in Intuitive Surgical (ISRG -4.7%) is a buying opportunity, on the back of what it calls a "solid" Q1 report. Procedure growth may have fallen short of expectations, but Goldman thinks the slowdown looks consistent with trends across the space (seasonality, declines in hospital admissions), and the impact from negative headlines, while unclear and will take time to prove out, are not material. [View news story]
    The key question is whether ISRG's lawyers put the blame for the adverse "incidents" on the surgeons performing the operations instead of the Da Vinci system. Even if they can, it would not be surprising if systems order growth slows to the high teens over the next two to three quarters.
    Apr 19 02:20 PM | Likes Like |Link to Comment
  • Enough On Da Vinci: What About Growth? [View article]
    ISRG's future may well be settled in the courts instead of the operating room. It is highly unlikely to be revealed by technical analysis!
    Apr 19 02:12 PM | Likes Like |Link to Comment
  • More on Intuitive Surgical (ISRG): Q1 beats across the board as the company reports a 23% jump in Y/Y revenue despite the headaches surrounding its da Vinci surgical robot. The stock has fallen roughly 15% since February, raising concerns that sales could suffer in FY13. Tune in to the conference call at 4:30 EST here: (Webcast). Shares -0.7% AH. [View news story]
    ISRG is not about this quarter's or this year's earnings. The key is whether the company can deflect the blame for complications arising from use of the Da Vinci system onto the surgeons performing the operations.
    Apr 18 05:18 PM | Likes Like |Link to Comment
  • Hedge Funds Are Buying These 3 Dividend Stocks With A Recent History Of Negative Earnings Surprises [View article]
    The relevant comparisons for WPC are its operating cash flows, not its earnings per share. It is now an REIT.
    Apr 17 10:38 PM | Likes Like |Link to Comment
  • The Economy Vs. The Government [View article]
    It would be interesting to know the names of some of the many companies on whose boards Mr. Kee serves.
    Apr 16 04:37 PM | Likes Like |Link to Comment
  • Limited Supply Of Solidly Above Average Dividend Stocks [View article]
    Besides and beyond the numbers, BNS is a solid investment. Unlike most of its U.S. counterparts BNS is a quality bank in terms of corporate governance and community involvement as well as stockholder returns. I have been long the stock for five-plus years.
    Apr 16 03:11 PM | Likes Like |Link to Comment
  • Limited Supply Of Solidly Above Average Dividend Stocks [View article]
    Besides and beyond the numbers, BNS is a solid investment. Unlike most of its U.S. counterparts, BNS is a quality bank in every way: loan portfolio, corporate governance, community responsibility. I have been long the stock for five-plus years.
    Apr 16 03:10 PM | 1 Like Like |Link to Comment
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