Tuesday, July 22, 2008

To Financials!

This rotation is to financials. No questions about it. When Wachovia reports a horrible quarter and goes up, that's the sign. Don't know for how long, but I'm gonna participate.

Yahoo once again confirmed that, unfortunately it's a has been. And it might still earn you money, maybe. But not much. And too risky.

Intuitive Surgical rocks! And penetration abroad just started. Only two hospitals in China, two in India and one in Russia had a Da Vinci system last time I looked (couple of weeks ago).

Full disclosure: at the time of publication author had long positions in Intuitive Surgical and no positions in other stocks mentioned. Positions can change any time.

Disclaimer: This article is not intended as an investment advice. Every person should make her/his own investment decisions based on all available information and advice from her/his own financial advisor.

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