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Intuitive Surgical, Inc. Message Board

  • marc450sl marc450sl Jan 23, 2013 6:16 PM Flag

    The break in AAPL could impact ISRG and others

    There are lots of growth stocks that are now highly over owned and highly priced.
    As Jim Rogers has often said, when everyone is on one side of the boat - it's better to move to the other side.
    If AAPL sells off aggressively, the margin calls that would be triggered would most likely put a lot of pressure on high multiple stocks in general. ISRG could suffer substantially - if only temporarily.

    Sentiment: Sell

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    • coal-mine canary.
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    • And my friends thought that I was crazy when I sold my AAPL because the map app did not work right. But I bought VT to get some of my money out of the country, even though over 1% of the holdings is AAPL.

    • Thanks...based on your advice I'm going "move to the other side" and buy more ISRG because I think AAPL investors are going to start moving their money to a more stable growth stock that has beaten earnings for several years straight. And, to top it off, AAPL is not a monopoly but ISRG is - no better find IMO. Thank you for the heads up.

      Sentiment: Strong Sell

      • 1 Reply to splaintome
      • It's a real possibility that money will migrate to the smaller growth stocks after the top tier sell off. . But I tend to believe that will happen after a general sell off in all the growth stocks that are trading near their highs. Growth investors have just made too much money not to be scarred into taking some profits.

        But then - cash redistribution makes a lot of sense.

        We'll have to see how it plays out.

        I have buy orders in about 20% under the current market for some secondary growth stocks.

        Good luck !

        Sentiment: Hold

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