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The company sees surging demand for its remote monitoring technology and solutions from the pandemic and much of this is likely to last post-pandemic. However, the exact monetary effect is uncertain and management withdrew 2020 guidance. While there is headwind from the collapse in elective procedures, this is temporary while the enhanced benefits of remote […]

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The company delivered another good quarter and has again raised the full-year outlook while the shares have now pulled back a bit. The shares remain fully valued though, but that doesn’t mean they don’t offer opportunities. The company is likely to keep growing at 10%-15%, with expanding margins, operational leverage and increasing cash flow opening […]

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A solid, growing medical monitoring device producer which keeps adding customers and new products fueling growth. Earnings are growing faster due to operational leverage and cash flows used to buy back shares. However, we still find the shares quite expensive. If you’re in, we suggest to keep it, but for new investors we would advise […]

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Masimo has unique products that set the company up for a continuation of years of steady growth. However, the share price has grown much faster than the underlying growth, and something had to give. Even after the sell-off, the shares trade at a pretty firm multiple, so we see limited immediate upside. Masimo Is A […]

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Masimo is a company that is likely to experience good top and probably even better bottom-line growth. This is driven by innovation and a cooperation deal with a big competitor will provide additional fuel for future growth. However, the shares have been on a very extended, near parabolic run already and need to consolidate. Masimo: […]

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