| Author | Message | ||
     Zanjeer Junior Artist Username: Zanjeer Post Number: 7 Registered: 04-2012 Posted From: 192.146.101.24 Rating: N/A |
any other suggestions for long term ... i am assuming 5years timeline | ||
| Zanjeer Junior Artist Username: Zanjeer Post Number: 6 Registered: 04-2012 Posted From: 192.146.101.24 Rating: N/A |
brothers... any idea why PSMT went down 5% after the results and ended the day up 5% ... can we take it as a longterm pick? | ||
| Conquas Side Hero Username: Conquas Post Number: 4177 Registered: 11-2011 Posted From: 99.82.251.78 Rating: N/A |
ee roubini gaadu.... famous bear..... veedi statments meedha stock market lo koncham credibility vundhi.... may be he is correct this time too.... all opinions expressed here are mine.. | ||
| Maverick Legend Username: Maverick Post Number: 39368 Registered: 01-2008 Posted From: 70.39.231.164 Rating: N/A |
economy MG anukunta..cmi cut its outlook..shares down by 9% Who is this DB member? | ||
| 2009 Junior Artist Username: 2009 Post Number: 856 Registered: 07-2008 Posted From: 208.54.5.216 Rating: N/A |
MAKO | ||
| Acf Junior Artist Username: Acf Post Number: 451 Registered: 01-2008 Posted From: 117.199.254.78 Rating: N/A |
bot few @14.59 in IRA account. also have small lot bot @24. happy that i sold couple of lots at around 26$ | ||
| All_day Junior Artist Username: All_day Post Number: 9 Registered: 06-2012 Posted From: 107.0.27.252 Rating: N/A |
Right now there are issues with management credibility. Mako has lowered systems guidance range by 24% at midpoint since January. Also, sales cycles have become more complex. Last year HMA purchased 13 systems, which might pulled forward system sales. Hospitals are pushing out the sales. Zimmer is launching a new system (not sure how successful it will be, not FDA approved yet). Lowered system sales to 42-48 from prior 52-58 and 56-62 to start the year. 2013 estimates are also coming down, around 47 total systems. I think mgmt. has to put up at least couple of good quarters, for the stock to work here. On the bright side someone can buy them 40% cheap. | ||
| Casino Comedian Username: Casino Post Number: 1339 Registered: 01-2012 Posted From: 151.191.175.205 Rating: N/A |
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| Maverick Legend Username: Maverick Post Number: 39329 Registered: 01-2008 Posted From: 70.39.231.164 Rating: N/A |
Mako Surgical (NASDAQ: MAKO) is one of the most active stocks today along with Advanced Micro Devices (NYSE: AMD) and Armour Residential (NYSE: ARR). For the shareholders of Mako, unfortunately the stock is falling...big time. Mako Surgical is trading well below its 20-day, 50-day and 200-day moving averages. Mako Surgical just announced that second quarter results would be disappointing. As one analyst wrote, "Two quarters of year-on-year declines in system placements is a legitimate worry. There are ample questions as to whether the RIO system is really necessary and whether it can really produce better outcomes in the hands of skilled surgeons. At the same time, there are concerns among hospital administrators as to whether there is enough return on the investment to justify writing a large check for this particular piece of equipment." But another analyst recently wrote about Mako Surgical, "The company has not turned a profit. But MAKO has zero long-term debt and has enjoyed a stellar five-year sales growth rate of 325%. Earnings are expected to grow 30% per year in the coming five years, compared to 18% for the medical appliance and equipment industry average. I think this company has spectacular growth potential fueled by boomers who want to stay active for as long as possible." Who is this DB member? | ||
| Zanjeer Junior Artist Username: Zanjeer Post Number: 5 Registered: 04-2012 Posted From: 192.146.101.24 Rating: N/A |
nenu average cheddam anukuni... kinda ustad comments choosi konnallu anni moosukuni koorchundam ani decide ayyaa | ||
| Idiot1 Side Hero Username: Idiot1 Post Number: 2577 Registered: 07-2008 Posted From: 199.245.32.210 Rating: N/A |
26 ikkada eti seyyaali ippudu?  | ||
| Zanjeer Junior Artist Username: Zanjeer Post Number: 4 Registered: 04-2012 Posted From: 192.146.101.24 Rating: N/A |
Glad that mako downgrades came in today itself to avoid more bloodshed | ||
| Ustad Hero Username: Ustad Post Number: 10444 Registered: 07-2008 Posted From: 76.173.42.79 Rating: N/A |
I am in the same boat...my avg. price is 29 but I am not planning to add anymore. Fan of Fab 5: Sachin, Rahul, Saurav, Laxman and Kumble. | ||
| Zanjeer Junior Artist Username: Zanjeer Post Number: 3 Registered: 04-2012 Posted From: 192.146.101.24 Rating: N/A |
MAKO @ 28 avg price... ippudu inka konachu antara? ammeyatam better aa? | ||
| Qdoba Comedian Username: Qdoba Post Number: 1729 Registered: 03-2012 Posted From: 207.166.204.5 Rating: N/A |
Oil stocks ni watchlist lo pettuko...next year ki sure ga peruguthundi. Over to conquas for more stocks list. | ||
| Farmer Side Hero Username: Farmer Post Number: 3205 Registered: 03-2012 Posted From: 93.174.93.145 Rating: N/A |
inthakii yem stox konukkomantav | ||
| Qdoba Comedian Username: Qdoba Post Number: 1728 Registered: 03-2012 Posted From: 207.166.204.5 Rating: N/A |
Europe economy sanka nakipoyi US double dip recession lo ki enter avuthundi anta...more job cuts and no hiring next year...eppudo WW2 ki mundu ila undi anta.....2013 first quarter lo Israel,US Iran meeda attack cheyyochu ....Gold and Oil prices will skyrocket when war happens... | ||
| Farmer Side Hero Username: Farmer Post Number: 3202 Registered: 03-2012 Posted From: 93.174.93.145 Rating: N/A |
enti nee sodhi...okka mukkaloo batam line ettu | ||
| Qdoba Comedian Username: Qdoba Post Number: 1726 Registered: 03-2012 Posted From: 207.166.204.5 Rating: N/A |
Bro..I just came across this forecast in a website..Do you think this is going to happen? --> “By 2013, the ability of policy makers to kick the can down the road is going to run out of steam.” --> “The U.S. looks close to stall-speed and a recession, given the latest economic data.” --> “The landing of China is becoming harder rather than softer.” --> “The other emerging markets are all sharply slowing down in terms of growth —the BRICs (China, Russia, India, Brazil) and also Mexico, Turkey. Partly it’s because there’s a recession in the Eurozone and U.K., partly it’s because they’re not doing their reforms.” -->“Finally there is the time bomb of a potential war between Israel and the U.S. and Iran. Negotiations have failed. The sanctions will fail . . . Regardless of whether it is Obama elected or Romney, chances are the U.S. is going to decide to go and attack Iran and then you’ll have a doubling in global oil prices overnight.” --“You could have a collapse of the eurozone, a U.S. double-dip, hard-landing of China, hard-landing of emerging markets, and a war in the Middle East. Next year could be a global perfect storm.” The bottom line, says Roubini, is that the next global downturn could be much worse than the one the world endured in 2008-2009, since central banks and governments have run out of “policy bullets” to fix the problems. “Today, more QE (quantitative easing) is becoming less and less effective because the problems are of insolvency, not illiquidity. Fiscal deficits are already so large that everybody has to cut them, not increase them,” he told Bloomberg. “We are running out of policy bullets. So if a freefall of markets and the economy does occur, you don’t have any more of a safety net of enough policy bullets to try to absorb the shocks, because we’ve been spending the last four years using 95 per cent of those bullets. So we are running out of bullets.” | ||
| Qdoba Comedian Username: Qdoba Post Number: 1725 Registered: 03-2012 Posted From: 207.166.204.5 Rating: N/A |
http://finance.yahoo.com/news/roubini-perfect-storm-unfoldin g-now-104907590.html | ||
| Qdoba Comedian Username: Qdoba Post Number: 1724 Registered: 03-2012 Posted From: 207.166.204.5 Rating: N/A |
ee Friday DOW more than 200 points paduthundi antunnaru because JPM is going to declare losses as high as $9 billion. Not sure if they have bankruptcy plans in place. | ||
| Conquas Side Hero Username: Conquas Post Number: 4169 Registered: 11-2011 Posted From: 99.82.251.78 Rating: N/A |
baga short chesina stock... hopefully it will come back.... all opinions expressed here are mine.. | ||
| 2009 Junior Artist Username: 2009 Post Number: 854 Registered: 07-2008 Posted From: 96.18.232.67 Rating: N/A |
eti ee arachakamm..I have 200@ 23.50 avg price.. eti ceyyamantar konchem jeppandi.. avg cheskotam better ani thinking.. | ||
| Vjawarrior Side Hero Username: Vjawarrior Post Number: 4365 Registered: 02-2011 Posted From: 173.165.160.89 Rating: N/A |
Cong call in a nut shell: They stuck to the same story as last quarter. That it was a 2 unit miss that "literally went to the last day" but didn't get signed in time for the Q2 numbers. Claiming that they haven't lost a single sale & that they're just getting pushed back as now that they're transitioning in the early adopter stage, they are getting lengthier processes i.e. more physicians in a particular hospital need to sign off or it goes to the CEO but then a set of administrators need to sign off. JP Morgan analyst made a good point that as hip ramps up shouldn't you be getting more doctors to sign off on a particular system anyway and meeting that threshold? Claim they lowered the RIO estimate due to the longer times they are seeing to close and not to any lost sales. Also said that the pricing pressure they experienced in Q1 weren't there this time around. 2590 procedures done in Q2, 2,494 of those were domestic. 280 were total hips. Utilization rates at 7.2 compared to 6.6 in Q1 and 6.4 in Q2 2011. Sold 9 Total Hip Applications. 7 with new bots and two were upgrades. 71% of RIOs now have HIP. Claim hospital interest remains strong as does surgeon interest/engagement. Mako surgeon bioskills courses are booked into November. Says thats a leading indicator. Hip 2.0 program rec'd FDA clearance. Provides speed improvements and now allows for direct anterior approach. Morgan Stanley noticed uni growth went from 90% over the years to 40+%. MAko says that hospitals plateau at about the 2 year mark. New hospitals and hip should increase? Regarding cash burn. Says their burn rate in Q2 in line with expectations. Comfortable with cash on hand and access, if needed, to Deerfield $50M credit line. 2 results on August 1st and says they will provide more color on results and guidance on new hip systems, etc. Naakonchem tikkundi...kaani daanikoka lekkundi... | ||
| Conquas Side Hero Username: Conquas Post Number: 4167 Registered: 11-2011 Posted From: 99.82.251.78 Rating: N/A |
Sales forecast for full year ni taggincharu.... Emi deal adhi brother  all opinions expressed here are mine.. | ||
| Vjawarrior Side Hero Username: Vjawarrior Post Number: 4363 Registered: 02-2011 Posted From: 173.165.160.89 Rating: N/A |
golden chance now...... oka 2 robots below ammarani severe ga punish chesi denkaar....actually deal was supposed to be signed before the Q numbers .... Naakonchem tikkundi...kaani daanikoka lekkundi... |
