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  • Intuitive Surgical: Sell-Off Provides Attractive Entry Point For Long Term Investors [View article]
    The two most commonly performed procedures with the DaVinci robot are hysterectomy and prostatectomy. With the ACOG coming out against robotic hysterectomy and the rapid decline in prostatectomy rates due to a shift in treatment paradigm for older patients, where excatly is ISRG going to make money going forward?
    Jul 9, 2013. 12:06 PM | 3 Likes Like |Link to Comment
  • Natural gas is threatening $4/MBTUs for the first time in 17 months as winter has shown no sign of exiting and MDA Weather Services is predicting lower-than-normal temps for most of the country for the rest of the month. "We could see three more weeks of (storage) withdrawals" at a time when most are positioned for additions, says an analyst. UNG +2.5%[View news story]
    At the end of the day, the last year has demonstrated that unless E+P cos. can turn a profit they will leave the gas in the ground. The question then becomes how quickly they can ramp up production again once the spot price rises to profitability. I'm guessing there will be a significant time lag and with more cold weather in the forecast, I think we can see spot prices another 10-15% higher before the start of injection season and higher still if the rig count fails to climb this summer.
    Mar 18, 2013. 03:46 PM | Likes Like |Link to Comment
  • Bank of America Plans to Repurchase up to $5 Billion in Common Shares and Redeem Approximately $5.5 Billion in Preferred Stock [View article]
    So glad that capital is being used to buy shares at <50% book value. Should have a nice impact on both the common and TARP warrants...
    Mar 14, 2013. 04:51 PM | Likes Like |Link to Comment
  • Trading the Mark-to-Market Modification (Updated) [View article]
    For the life of me, I can't fathom why Washington is dragging their feet on this. The elimination of the uptick rule and the institution of M2M accounting rules in 2006-2007 were both obviously major blunders and are both central to the credit crisis and the global depression currently blooming.
    While I agree that suspension of M2M at this point will not, in and of itself, get us out of this mess, it certainly has the potential (again, at no cost to US taxpayers) to provide a major boost to the financial sector.
    Mar 9, 2009. 03:21 AM | 2 Likes Like |Link to Comment