Opinions
Andrew Pyle
Andlauer Healthcare Group
AND-T
TOP PICK
Sep 18, 2023
$42.930
Stock price when the opinion was issued
Healthcare
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TOP PICK
It's a recent IPO. It's a really a three-party transportation logistics company, shipping chemicals and pharmaceuticals for the healthcare industry. As a result, they have higher margins. Managers have a lot of experience in this business and hold lots of stock. Trades at a reasonable multiple. They should deliver better than expected earnings and a multiples bump in coming years. (Analysts’ price target is $22.83)
Healthcare
BUY
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
Healthcare
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.