Accuray, Inc.
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Another Strong Year Ahead for This Well Run Company
By Lee Samaha - February 4, 2013 | Tickers: ARAY, COV, ROP, VAR
Another good set of results at Roper Industries (NYSE: ROP), and the company continues to execute superbly within a strong set of end markets. I think there is some upside from its key growth drivers in 2013, and Roper will need it because the stock is approaching full value. With that said, this is a very well run company, and for those willing to take a long term view it more »
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A SWOT Analysis of This Long Term Growth Play
By Lee Samaha - January 22, 2013 | Tickers: ARAY, ISRG, SI, VAR
Varian Medical Systems (NYSE: VAR) offers an attractive long term picture but it also contains some execution risk. In fact, its mix of profit drivers and stock specific risk are so rich and diverse that probably the best way to start looking at it would be via a SWOT analysis. In summary, there are many reasons to like the stock but there are also risks. I think this stock will more »
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2012 Robotic Stocks Wrap-up
By Frank Tobe - January 7, 2013 | Tickers: ABB, ARAY, ISRG, IRBT, MAKO |
By Frank Tobe, Editor and Publisher, The Robot Report
If an enterprising firm set up a mutual fund reflecting the worldwide robotics industry, they might choose to separate their picks into three segments, which might look something like this:
- Industrial Robot Manufacturers
- Service Robot Makers of security, defense and space robots
- Service Robot Makers of robots for all other purposes
Although I am neither a broker nor an analyst, I more »
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Passport Special Situation Pick: Accuray
By Meena Krishnamsetty - March 22, 2012 | Tickers: ARAY, ISRG, MAKO, SI, VAR
Passport Special Opportunities Fund is coming off a disappointing fourth quarter - it was down -5.5% net versus 7.3% for the MSCI AC World Index and 11.8% for the S&P 500. Since inception in May 2008, the Fund has compounded at 9.7% net on an annualized basis. Over the same period, the MSCI AC World has compounded at -4.0% and the S&P 500 at more »
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J.P. Morgan Healthcare Conference Schedule: Day One
By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ
The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.
I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)