Most of the money to be made will be during the time leading up to when they are forecast to generate profits (2ndQ 2006). Once they are profitable, the smart money moves out and the lazy money moves in. This is a strong buy through July of 2006 then take some money off the table. Unless of course we do a quick double.
Totally agreed. ISRG was my biggest winner after going long at $15 over a year ago. Same sequence of hockey stick growth with revolutionary technology uptake. Little analyst coverage & continually beating bottom and topline while still under the radar screen reminds me of ISRG.