7/29/25 :: VROCKSTAR ::
PEN
It's a LT buy... seems "reasonable" into print
- medical device company... peripheral thrombectomy products
- it's never been cheap, probably for a good reason
- about 3% fcf yield... mid teens growth... "not" health insurance (which i think is probably part of what's happening here... the read thru from perhaps pricing/ maybe?)
- the way i see this: it's a winner, it's insulated from money changer games (insurance), it's solving real world challenges
- so i'd ideally like to dip buy here... unclear if i'll play the print
- but ultimately i'd expect this stock to head higher. LT winner.
V
It's a LT buy... seems "reasonable" into print
- medical device company... peripheral thrombectomy products
- it's never been cheap, probably for a good reason
- about 3% fcf yield... mid teens growth... "not" health insurance (which i think is probably part of what's happening here... the read thru from perhaps pricing/ maybe?)
- the way i see this: it's a winner, it's insulated from money changer games (insurance), it's solving real world challenges
- so i'd ideally like to dip buy here... unclear if i'll play the print
- but ultimately i'd expect this stock to head higher. LT winner.
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.