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Masimo Corporation (MASI)

NasdaqGS - NasdaqGS Real Time Price. Currency in USD
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224.51-0.08 (-0.04%)
At close: 4:00PM EDT
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  • F
    FC
    the numbers last quarter is solid, but a bit lower than the same 1st quarter from last year. understandably so due to the pandemic. they need to talk more about new products
  • S
    Shawn
    Zero long term debt! This is the type of company to own anytime but especially now!
    Bullish
  • q
    qawzse
    MASI is flying too high!
    It could crash to reality anytime. 50 plus in PE is amazingly too high. Too many people have pulse oximeters. Expect countries to start restricting product to that manufactured locally. Large markets will disappear in a few years. EU has already started a discussion on local production. MASI better heed the talk.

    As for stock sales; management keeps selling their options and investors keep rewarding them with high prices. The management seems to have an unending amount of stock options.
  • J
    Jim
    MASI is rated 98 Composite; 95 Relative Strength; 95 EPS with and A- Accumulation/Distribution rating, by IBD. The volume increases appear to be Institutional Accumulation.
  • A
    Alpha
    Masi & Appl court date in April.
    Appl might pay Masi hundreds to billion dollars.
    Masi has won couple lawsuits in the past as Philips.
    Masi could go up $350-450/share.
  • F
    FC
    once flu season and covid19 come in winter, this stock may fly high, time to load some for long term
  • S
    Shawn
    No debt and 52 week high...what more would you want?
  • A
    Alpha
    Masi: Rumors Apple will pays hundred millions to billion Masimo due to violation of Masimo patents SPO2.
    Masi should be $450 to $550/share soon!
    Masimo won many lawsuits in the past as: Philips
    Apple will decide either pay Masimo or buyout!
  • q
    qawzse
    MASI dropped $9.28 today. Never had such a drop since over 5 years.

    I could not find any bad news on MASI in the last two days. What caused the drop? Insiders running? I always believed that MASI was over-rated in a market that is no longer high tech. Over 200 players in the pulse oximeter market. The PE is way too high. Based on a forward PE of 18, the stock should be around $65; even that is way high when companies like Apple with billions in cash and profits are at a PE of 12.

    I say; here come the sky divers hitting the ground. Look at the brighter side; a broken hip from the fall will need a pulse oximeter.
  • D
    Dick
    got in at $213 today let's see if I made a mistake
    Bullish
  • L
    Larry
    It going today.
  • q
    qawzse
    The stock has begun its see-saw!
    2.3% of float is shorted. That is pretty high for a company rising revenues and profits. However, I think that its PE is high and the stock is held up by its position in the S&P; auto sales by ETFs.

    When it dumps, it will dump bad. A reasonably high PE of 35 means the stock will be at 50% of todays price. Still pretty high!
  • Y
    Yahoo Finance Insights
    MASI is down -4.91% to 83.23
  • I
    Ivan
    So much for Stock Advisor recommending this as a buy. 😑
    Bearish
  • M
    Morganite
    I sold 1/3 of my position at $270. Waiting to see but ready to sell if the fall starts
  • q
    qawzse
    Great time to short sell. I am thinking of placing a few hundred puts!
  • G
    GFA
    Great company with a good buy on dips. How big is their addressable market? Can they become as big as ISRG in the future?
  • D
    Dan K
    I suspect with hospitalizations up... the earnings should be way up like April/ May. Any thoughts?
  • q
    qawzse
    It still is at a very high PE of 55.
    The company makes pulse oximeters like 150 other companies around the world.
    It packages a new SpO2 monitor each year in different colors.

    The stock took off under the weight of S&P 500 which ETFs buy even the crappiest because it has to. At a reasonable PE of 25, which too is high for a Me TOO Device, the stock should be less than half at $215 or less.

    Now that would mean many would lose their panties!
    Need ALLAH to the rescue!
  • q
    qawzse
    For those criticizing my thought on company stock price. A company is valued on many things. Usually when sold it is measured by X times of EBITDA.

    For MASI, 20 times EBITDA places market cap at half current. Also once COVID is done, there will be substantial reorganization.

    Expect the importers to start making their own pulse oximeters. It is one technology that you can buy and don’t have to design. There are sellers with an FDA master file so you don’t need to even do clinicals.

    When MASI PE growth slows or is eliminated, that is when the drop starts. I think this drop is because of that. The forward and trailing PE are pretty much the same. That means future profit growth is slowing or reversing.