Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

NuVasive Running On Renewed MIS Vigor

Minimally invasive surgical approaches are not only here to stay in spinal care, they are likely to continue growing as a percentage of overall cases. That's great news for NuVasive (NASDAQ:NUVA), as is progress toward the sort of operating margins that would normally be expected of a quality med-tech company. While a failure to get clean operating margins above 20% looms as a long-term risk for this company, as does competition, the ongoing consolidation in the orthopedics space may well make that somebody else's problem. I'm always a little leery of jumping into a story that is already up 50% over the past year, but I can't rule out the potential upside as investors covet growth stories in...

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