% | $
Quotes you view appear here for quick access.

MAKO Surgical AO Message Board

  • norsemanwam norsemanwam May 18, 2013 1:16 PM Flag

    Two Healthcare Investors I Admire


    Are Ed Owens of Vanguard Health Care Fund (think he recently retired from the fund) and Sam Isaly of Orbimed. These two fund managers I have followed for better than 20 years. When I was in Dekalb Genetics Ed Owens of Vanguard other than Monsanto was the company's largest outside holder. To see that OrbiMed increased their holding's by better than 1,000,000 shares in Mako Surgical in the last quarter gives me a little more confidence.

    What has happened here in the last year is the growth momentum investors got tired of the story. That brought in a seasoned healthcare investor like Sam Isaly. More concerned with outstanding returns over time that the next big short term momentum stock. In contrast this how Gilder Gagnon operates. They love momentum. They sold a good chunk over the 6-9 months. The Fidelity and Deerfield in my opinion exited at the wrong time. I still see $15.00 as target here unless Dr. Ferre blows things on guidance down the road.

    Why do I hate boards and have become antagonistic on them . Because what I hear from people like Hogg's, Tweeter, Spot, XRAY and others are just personal attacks. And they offer up little in terms of info on a company. I guess that's why how I operate on boards is stating a record. That makes no difference to them. As guys like them bring my wife,daughter and dog into the discussion. What sort of people make this information relevant on a Mako Surgical message board. What I do is true. I don't come on a board to lie. What I say I own I own. Enough said.

    Everyone enjoy the weekend.

    This topic is deleted.
    SortNewest  |  Oldest  |  Most Replied Expand all replies