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To: richardred who wrote (2695)9/25/2013 1:23:43 PM
From: The Ox  Read Replies (1) | Respond to of 8261
 
We held MAKO, so are very pleased with the news. We have been considering ISRG for quite a while and bought a small batch today. We may add more if it gets back down to yesterday's low....

I don't know if ISRG will pop or not and the next earnings report could still be lousy, at least a few of the analysts who cover it think that's the case. I know quite a few people who've had procedures with their product and everyone has done well since their surgery. While that won't help the stock going forward, it's a significant factor in considering an entry here.

As I stated on the Full Disclosure thread, we'll most likely take a loss if the stock breaks down below the current 52 week low area....but that's not locked in stone.



To: richardred who wrote (2695)9/30/2013 11:52:20 AM
From: The Ox  Read Replies (2) | Respond to of 8261
 
I find it interesting that one of the compromise plans being floated today is the medical device tax. Could move this sector in a big way, if both the shutdown is avoided and the tax in this sector is taken down.