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  5. ISRG: My wife feels like she has too big a position in WELL for a relatively small company. [Intuitive Surgical Inc.]

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Q: My wife feels like she has too big a position in WELL for a relatively small company.

She is thinking of selling of some and buying ISRG or else TMDX during what seems an attractive current dip.

She is fine with risk, so is considering ISRG for its growth more than its stability.

Please give your thoughts on the relative outlook for each of these companies in the mid- to long-term.
Asked by Kevin on November 01, 2024
5i Research Answer:
We like WELL for the long term, but it is a small company and many holders remain frustrated....
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