MZOR : This company is highly disruptive. Demonstrated leadership position in rapidly growing market, proprietary system, demonstrated delivery success, great value proposition, high margin hardware and software products, low penetration of available market, greatly reduced surgeon and patient exposure to radiation, excellent software IP and patented mount, high utilization, proven accuracy and cost reductions, good sales pipeline, shortened sales cycle, great partner, good margins on partner kits, ongoing investment in R&D, miles ahead of competition, excellent management, 86% Q2 YOY revenue growth, recurring revenue up 46% Q1, reduced operating time, reduced recovery time, less do-overs. High utilization is the indicator of surgeon acceptance. Everyone knows that the most disruptive businesses are the best investments over the long term. This is a baby ISRG and will be $100.00 or higher before May 2018. This would be a great college investment or a new house for those who understand the fundamentals. You have to remember these back surgeries will be more popular than hip replacements or knee replacements, just do your due diligence and sit back.......enjoy the ride !!! I haven't even seen ex-U.S. numbers as projections from Mazor, but within the U.S. alone, the opportunity is still huge. Last year, they only used the system in 5,000 different procedures in the U.S., but they estimate that the total addressable market in just the U.S. is 500,000. So stretch that out to the global opportunity, and yeah, absolutely, this opportunity is enormous.
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Benjo, how much did GM profit? Look at their SP relative to PE. Means nothing.
panw is going to move much higher from here. good earnings and positive outlook are keys of future price and panw at the moment it has both and were verified. what we are going to see in the coming days and weeks are upgrades, customer wins, and business expansion. To own panw at this level is very low risk, the downside is limited due to that it is taking market share from its competitors by simple having much higher growth than its competitors. also, it is very conservative of it future guidance and this will setup another blown out earnings report again. I am looking to see a series of breaking out tests before the next earnings report, 150 test, 160 test, and then all time high 175 test. cyber-security is in ultra growth phase at least a decade out and panw is the center of it benefiting this in a big way. you will be damn happy to own panw now when five yrs from now you look back. it is just like you got into facebook, amzn, crm a few yrs back. happy trading and good luck to all. don't forget when it comes investing use your head not emotion ... happy labor day.
Lee Do you really think they will push towards $200/share? I certainly hope so but that seems a little out of reach maybe. Guess it depends on overall market. Last quarter earnings beat was awesome and it's actually lower as of closing of today from the highs it hit right after the report.. Just some honest thoughts.