So, do you see this as a buying opportunity? -- tamhas

I'd have to say "It depends!"

As I mentioned in my post, I see ISRG as having a wide moat and is quite likely the future of surgery. And I think 20% growth is likely for many years to come, especially as they are now penetrating coronary procedures.

On the other hand, is that the best opportunity for your dollar? There are lots of good deals now and whether this is "best" is up to the individual. Perhaps that's obvious to most folks on this board, but that's just the way I answer stuff. :)

Am I buying?

Not right now (TMF trading restrictions).... and I probably won't buy more. I've got a lot of my portfolio in ISRG already.... and I have other smaller cap investments on my mind that I think offer more short term (1-6 month) potential (can't mention them or I'll be restricted from acting on them). Plus, I reserve a pretty large percentage of my portfolio for selling puts and calls for income.

Rob

Rib