Intuitive Surgical, Inc. (ISRG)

No competition. when cridit crisis diminishes, stock will rebound

What can I say about the LT value of a debt free, monoploy with a never ending sources of end users?
Plus "Kramer" hates it and that's good enough for me.

Has a commanding lead in less invasive surgery.

intuitive surgical makes these great da vinci medical robots that make laproscopic surgery a breeze. laproscopic, open-heart surgery, no less. each unit costs only about $1.4M, but i think the market will dwindle once everyone gets one. i doubt this is the type of machinery that breaks-down after three years. by then hopefully, they will have new devices to continue their 1700% sales growth since 2000.

7/122 in Health Care Equipment -(67.7@A-/A+)

The effectiveness of the DaVinci robot seems to be uncontested, only the expense of hospitals acquiring the machines. However, as costs associatd with the length of hospital stays begins to be realized, and hospitals that lack robotic surgery begin to fall behind rivals whose "state of the art" equipment sets them above the rest in public perception as well as patient satisfaction, the DaVinci will become a necessity, not a luxury. (I already hear hospitals boasting about this machine on my local National Public Radio station.) Today, robot surgery seems futuristic and perhaps a little scary to some pateints (and surgeons) - - but it is inevitable that there will come a day when it is non-robotic procedures will come to be viewed as primitive and chancy and needlessly invasive. Glad to get in early on this major shift in medical practice.

patents and non-reusable instruments

growing quickly. no competition.

Going strong until cheap Chinese knockoffs undo them

It is tomorrow's medical world today.

Patients having successful surgery through this robot will tell others and the good news will spread geometrically until more and more surgeons and hospitals are forced to add the equipment.

Sort of like when doctors finally had to add that "thar" new fangeled machine that what sees inside of you. Now what did ma call it? Oh yeh an Exeeray machine

Not so good now for short term gains, but overall a good stock for medium to long term. I'm mostly scalping at the moment so it's not a stock I'm buying. If you are looking medium to long term though, jump on this one.

OMG, what a product. at the magic confluence of saving health, helping patients and medicos, being purchased and repurchased again, just amazing!

More old people who take worse care of themself

As more and more procedures are approved for its daVinci system, and the aging popuIation booms, ISRG will continue to grow rapidly, especially because it has little competition.

I cant imagine a bigger moat. A growth company, with no debt, positve cash flows, 100% Q yoy earnings, inside management, and excellent add-on growth in their accessories for continued growth sustainabiity.
If any company out there is worth a 40 P/E, then this one has to be it.

leading technology for non invasive surgery....proprietary technology....large competetive advantage...growing service revs at equivalent rate to new equipment sales....

The future of surgical procedures is now.

While the current price of approx $200 may be a bit high, the stock will continue to outperform the S&P in the next 2-4 years. The current market penetration (domestic & international) is still low, so while the growth percentages may look obscene, the opportunity does exist. Unfortunately, analysts will be basing future performance and expectations on the current scenario, hence it is quite likely that ISRG will miss estimates in a quarter in the near future. While it is a "miss", the actual growth will still be excellent, and it merely provides us Fools with a great opportunity to buy in, or increase our stake.

Cheers!

This company has a much in demand product that is NOT going away. It is the darling of the "routine surgery" world. I see this being used quite commanly ( in the medical biz here.) THIS IS JUST THE BEGINNING... hold on tight, Will Robinson...
Growth in this sector is just plan obvious. Obamanites are all for the progressive tech word and this stock embodies the very latest in medical technology. In addition, it's solid growth in the past might slow short term, but the potential growth goes without saying... I wish I bought at the hi 80's...but 115 is not bad either....in my personal portfolio.