News For ISRG From The Last 14 Days Check below for free stories on ISRG the last two weeks.
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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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January 24, 2012
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| 21:35 EDT |  | ISRG |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer told his "Mad Money" viewers Tuesday evening that the new year has given them multiple ways to win. Cramer suggested, "Stick with the five big themes of 2012." Those trends being: (1) Increased consumer spending -- evidenced by strong earnings from Coach (COH). Other luxury plays like Ralph Lauren (RL), Whole Foods (WFM) and even Starbucks (SBUX) should do well. Also making the list was the newly minted Michael Kors (KORS). (2) Semiconductors have bottomed -- meaning great things for Texas Instruments (TXN) and Xylinx (XLNX), also Broadcom (BRCM) and Intel (INTC). (3) The cloud. He said that VMWare (VMW) had positive news and that might also bump up the earnings of other cloud players like Red Hat (RHT) and Salesforce.com (CRM). (4) We're "done with Europe." He said investors now expect the worst from Europe, so every bit of good news is a reason for U.S. stocks to rally. Investors are loving Euro banks and bonds, he said. And, (5) The collapse in natural gas prices. He said this means poor performance from the drillers and oil service stocks, but with natural gas now giving king coal a run for its money, that's big news for Westport Innovations (WPRT) and anyone who's helping convert trucks from diesel to clean burning, U.S.-made natural gas. Cramer said, with these five themes and stick with Apple (AAPL), and investors will have a winning year in 2012. Continuing his "Breakthrough Medical Stocks" series, Cramer highlighted both Bristol-Myers Squibb (BMY) and Pfizer (PFE). He said that Eliquis, a new drug that prevents strokes in patients with atrial fibrillation, is a blockbuster drug that's being developed jointly by Pfizer and Bristol Myers. Eliquis could receive approval by the end of March, and will definitely impact the bottom line of both companies. Both companies have healthy balance sheets to support their dividend yields and even raise them. Cramer also liked Pfizer's plans for breaking itself into separate companies, unlocking immense value for shareholders. Of the two, Cramer would pick Bristol Myers. Smaller, but still has plenty of other drugs in its pipeline that could surprise. Next, Cramer said the Google (GOOG) and Microsoft (MSFT) conference calls couldn't have been more different. Google praised itself for a lackluster quarter and Microsoft was humbled by a terrific number. He said that Google's hubris made it seem out of touch with reality and made analysts decidedly unhappy. Cramer said the trajectories of these stocks makes sense. Microsoft, he said, is going higher, while Google is in the penalty box for at least one quarter to see if it can fix its mistakes. EXECUTIVE DECISION: Cramer once again spoke with Richard Kinder, chairman and CEO of Kinder Morgan Energy Partners (KMP), that's returned 122% since Cramer first recommended the master limited partnership in April 2007. Kinder reaffirmed that Kinder Morgan Energy Partners (KMP), can continue to grow its distribution to shareholders by 7% a year, while its general partner, Kinder Morgan (KMI), is on pace for growth of 12% a year. Kinder was also upbeat about the company's drilling efforts in Texas, where the company plans to ramp up to 7,000 barrels a day of oil production. Cramer continued his recommendation of Kinder Morgan. Any weakness, he said, and investors should get back in. NO HUDDLE OFFENSE: McDonald's (MCD) runs up ahead of the quarter only to sell off thereafter. Cramer said this dip is a terrific buying opportunity. Verizon (VZ) almost always disappoints on its conference call, but then rallies later thanks to its 5.2% yield. Other companies like Kimberly-Clark (KMB), Johnson & Johnson (JNJ) and Travellers (TRV) -- there's a buying opportunity either ahead of or after the results that investors should capitalize on. LIGHTNING ROUND: (Bullish) EXC; ISRG; BAH; SAP; IBM. (Bearish) DMND; VC; MAKO; DECK. Reference Link :theflyonthewall.com |
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