News For ISRG From The Last 14 Days Check below for free stories on ISRG the last two weeks.
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February 12, 2012
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| 10:38 EDT |  | ISRG |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said win or lose, once the Greece issue is resolved the markets will breath easier, but if Greece defaults or gets kicked out of the eurozone, the market will give back some of its recent gains. Cramer outlined his game plan for the companies reporting the week of Feb. 13. (Monday) Masco (MAS) Cramer would buy shares on any weakness. (Tuesday) recent IPO Michael Kors (KORS) he'd buy on any weakness. Zynga (ZNGA) he'd "ring the register". (Wednesday) John Deere (DE), Devon Energy (DVN) and Goldcorp (GG) - Cramer advised a wait-and-see approach with all three names. (Thursday) General Motors (GM) buy under $22. VF Vorp. (VFC) take profits ahead of their release. (Friday) Cramer said that he's worried about Campbells Soup (CPB) and Heinz (HNZ) and would not be a buyer of either. On the IPO front, Cramer recommended investors buy in on the Brightcove IPO, but all while keeping an eye on the Currency Shares Euro Trust (FXE) to see how the markets are reacting to the latest Greek news. SPECULATION FRIDAY: Cramer returned to Fortinet (FTNT) which is up 208% since his Novermber 2009 recommendation. He said that the cyber-security theme is still in tact, and with hackers getting more sophisticated every day, more and more companies will need Fortinet's unified threat management systems. The shares are expensive trading at 43x earnings with a 21% growth rate. But given the size of the market opportunity, Cramer said it's still worth buying shares on any market pullback. Fortinet recently reported excellent earnings. Given Fortinet's size, Cramer said the company may also be a takeover target someday. For the final "All Request" segment of the week, Cramer responded to a tweet asking him to compare Tempur-Pedic (TPX) and Select Comfort (SCSS) in a battle of the high-end mattress makers. The premium mattress segment is a lucrative one for both companies. Cramer said that Select Comfort, trading at 22x earnings with a 19% growth rate, is by far the better deal. Select Comfort, with only 5% market share, has more room to grow. Its same-store comps rose by a greater percent and it has higher margins than Tempur. MAD MAIL: Cramer was bullish on Optimer Pharmaceuticals (OPTR) as a speculative play but was bearish on KIT Digital (KITD) and Guidewire (GWRE), advising investors to sell now. Cramer said that he's not a buyer of C&J Services (CJES), and prefers Core Labs (CLB) and Schlumberger (SLB), both of which have less natural gas exposure. Cramer said there's no rush to Massimo (MASI) and would wait for a pullback. He also noted that Ziopharm Oncology (ZIOP) is like playing FDA roulette and is not for the faint of heart. Cramer would hold onto Nvidia (NVDA), but admitted the stock is a "wide ride." Cramer said he's not a buyer of Nuance Communications (NUAN). Then, Cramer also clarified his position on Apple (AAPL). He said that yes, Apple is less of a company without founder and visionary Steve Jobs, but that doesn't mean its not still a great company and great stock to own. He said the company's chart says it all. LIGHTNING ROUND: (Bullish) DHR; DSW; ROST; TJX; ISRG; TKR. (Bearish) TSL; ZOLT; AFFY. http://www.thestreet.com/story/11412352/1/cramers-mad-money-recap-next-weeks-game-plan-update-1.html :theflyonthewall.com |
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February 3, 2012
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| 07:39 EDT |  | ISRG |
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February 2, 2012
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| 14:15 EDT |  | ISRG |
| theflyonthewall.com: | da Vinci reimbursement set for April in Japan, says Collins Stewart | | Collins Stewart confirmed with Intuitive Surgical (ISRG) management that the Japanese Ministry of Health indicated da Vinci prostatectomy is scheduled to be reimbursed beginning in April. The firm expects Intuitive Surgical, along with its Japanese partner Johnson and Johnson (JNJ), to pursue reimbursement for additional procedures. Collins Stewart says it is now more confident in Intuitive Surgical's long-term growth story and keeps a Buy rating on the stock. Note Lazard Capital said this morning in a note to investors that Japan is moving towards complete da Vinci prostatectomy reimbursement. :theflyonthewall.com |
| | 14:05 EDT | | ISRG |
| theflyonthewall.com: | FDA and industry reach agreement in principle on medical device user fees | | The FDA and representatives from the medical device industry have reached an agreement in principle on proposed recommendations for the third reauthorization of a medical device user fee program. The recommendations would authorize the FDA to collect $595M in user fees over five years, plus adjustments for inflation. Details of the agreement, such as the fee structure, are expected to be finalized soon. :theflyonthewall.com |
| | 14:03 EDT | | ISRG |
| | 08:00 EDT | | ISRG |
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