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MAKO Surgical Corp. Message Board

  • xraythrives xraythrives Feb 26, 2013 4:31 PM Flag

    They just guided a 30 to 40% increase in procedures for 2013

    That is the kind of growth that will make this a 50 dollar stock in a few years. imho

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    • gungfu Feb 27, 2013 2:13 PM Flag

      I agree that there's potential with this stock. It feels very familiar to ISRG, which I had bought in 2004 for
      $25 per share. I only wished I had bought more ISRG at the time. Although MAKO is not quite as dominant a player (as compared to ISRG at the same time), I do believe that the aging boomer population around the U.S. and the world will drive the need for utilization, and therefore it's only a matter of time before increased profits and market share take hold. While you can probably make money on the volatility of this stock
      (both up and down), it's at a pretty low price point that you can buy a good amount and hold on to see if this
      turns out to be something special.

      Sentiment: Buy

    • MAKO is well positioned...

    • That's right. And every new machine with all the future procedures is a combination of more word of mouth sales, and more revenue for Mako. I'd be happy if they sold 200 machines the next 3 years, especially if 20% came from outside the US, and that started growing.

      This is easily $50 plus in a few years...

    • After growing the installed base last year by more than 60% and working on improving penetration/utilization supposedly for the last three years!

      The reason the stock is hammered and will remain so is directly on this point and this dynamic is also part of why everyone who wants one of these systems already has then -- or certainly will by the end of this year.

      Further, they have been ramping at that pace for years, but the install ramp is slowing down materially. Saturation is also a problem... tertiary care centers are talking to thos with the equipment and realizing that there is already substantial excess capacity in the major markets and not enough procedures in less busy markets to justify the buy and ongoing commitment to use the equipment.

      They have never emphasized the EU market and it shows... but in fairness, those countries healthcare won;t be paying up for this gear any more than they have ISRG or the other failed "robotic" equipment makers.

      None of this is new -- it is what we have suggested would hammer the shares when we went short at $35-36 on the way up a year ago... and why we didn;t cover until it dropped below $12 as shared right here with those who listened instead of wetting themselves we were stupid bashers. To be honest, i have hoped they would do better and have a seriously better outlook for the Company. Alas, nothing has changed here... Screaming short? No. A compelling stock to own? Decidedly not. Hold? You can hold your breath if you like the color purple on your face, but there are many far more compelling stocks to own.

      Listen carefully to what they are saying, we platform our robust infrastructure to most important franchise of our technology pieces to increased competition to visibility to compete in orthopedics. But so were focused on working on partnering with champions and salesforce to work with new champions in the bucket to kick off the new utilization initiatives we have been running off on tangetns about since we started selling these underutilized machines. But we're pleased with hip applications add-ons and challenging more down the road because it takes time and focus, and any kind of competitive product is threatening that proposition I don't know what that means."

      Is that all clear?

      Did you ever watch the old Wayman brothers show "In Living Color"? Check out "A mind is a terrible thing to waste" videos on you tube. LOL

      Good luck to all of you guys... the shorts are lucky they can cover in at the pace of a snail.

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