Its hard to find companies with really nice long term growth potential with low downside risk. Since KOS was aquired by ABT SRDX is the 800 lb gorilla in my portfolio. I often buy back the same thing at a lower price after profit taking. You have to follow a stock for a long time to get a feel for when its overheated and when its too cheap after getting slammed for whatever reason. I don't think its overheated yet. Wait for the plateau after the rise. That worked pretty well with KOS, anyway.