Stock price when the opinion was issued
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Industry tailwinds. Operates in a specialized market. Expanding profit margins.Strong organic and inorganic growth.Unlock Premium - Try 5i Free
It is a well run company in the field of medical logistics eg shipping vaccines is 60% of its business and this often involves refrigerated trucks. It is a smaller cap play but a big player in North America and huge in Canada. There are not a lot of new entrants in this area. The valuation is OK and doesn't reflect the longer term. Healthcare is considered a defensive space.