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XMFHelical (< 20)

August 2012



More on MAKO

August 23, 2012 – Comments (4) | RELATED TICKERS: MAKO.DL , ISRG

I commented last month on my decision to sell MAKO Surgical and sit on the sidelines, despite still thinking quite highly of the company's prospects.  The key reason for this was  I am of the opinion that they will IFthey can demonstrate that the use of their system has cost benefits (long over short term) and desrves to be reimbursed.  [more]



Helical Portfolio Update – Thoughts on Insurers

August 14, 2012 – Comments (0) | RELATED TICKERS: UNH , ANTM


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