Articles in the Watchlist Category
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In today’s market I consider the valuation being afforded to QSII staggering. Investors are paying almost 32 times current operating cash flows a PEG of 1.38 and price to sales of 5.6.
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I’m adding Intuitive Surgical, Inc. (ISRG) to the Fusion Watchlist.
PEG of 1 for a great growth company in the medical appliances industry is a bargain.
I was desperate to buy ISRG during 2006. For many months I sold puts between $90 and $115, with the shares always closing above the strike I had to be content with the premiums.
In summary – ISRG sell the best surgical robot. Great adoption rate set to continue with possible hiccup in 2009 due to stressed hospital budgets. ISRG is a razor and a blade company, …









