I increased my exposure to isn ordinaries today ... nothing in the way the company is going about their work suggests a management expects to be anything less than a big player in the emerging mobile health monitoring sector.
exposure to us market is going to be an ongoing issue for isn, we seem to cop it in the neck when the US goes down, but don;t share a lot of the gains ... many look at isn and wonder why this valuation right now. reminds me a lot of what people said about resmed. Accumulation is the play here now and i expect that we'll start to see incremental gains in revenue in the next 6-18 months. This will be over $1 by the time they get US approval. EWriting on the wall. I'm holding my ops and buying on weakness. Half to trade, half to hold
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