Opinions James Telfser
CloudMDDOC.VWATCHJun 03, 2020
Tele-medicine? He likes this space. When they looked at what sectors will benefit post-pandemic, this was one. PM Trudeau has committed to putting government money into this space. What worries him about Canadian holdings, is that they are small fish in a big pond. Other companies already have over 50 million subscribers. Valuations are pretty stretched, so he would watch for good opportunities.
N/A
Stock price when the opinion was issued
$0.04
As of Jul 10, 2024. Market Open.
Healthcare
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(A Top Pick Jun 23/21, Down 71%) Fastest growing health technology provider.
Sector had been hit very hard with market selloff.
Recently signed large contract with Sunlife.
Process integrating large number of acquisitions.
Recent CEO, Chairman and management resignations is cause for concern.
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BUY
A fast-growing telehealth company and are pushing hard into enterprise health solutions by offering a one-stop patient approach to the primary care and mental health sectors. They are integrating several acquisitions. They are guiding to an EBITDA of $10 million this year which they could surpass. This sector has been almost left for dead, but the digital revolution in health has just begun so now is the time to enter it.
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STRONG BUY
One of two he owns in the health care sector. Digitization within health care has only just begun. The last quarter beat expectations. They announced a large deal with Sun Life on mental health coaching. This alone could be $40 million in annual revenues. Things are going in the right direction and will exceed expectations next year. A very good entry point here.
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Pre-announced today that revenues will be higher than forecast. Encouraging, as there's significant organic growth in addition to acquisitions. Likes the strategy. Will probably be one of the few telehealth winners. Lots of strings to their bow. Good time to buy. Sky's the limit on target prices for this sector. Good long-term hold.
Healthcare
BUY ON WEAKNESS
Small caps have seen some correction, but the underlying fundamentals are growing. The business continues to move forward. What was considered telemedicine has now extended out to more services, such as employer plans. Top line growth is around 10% per quarter. They are profitable and has large cash positions to make acquisitions. Trading at half the valuation of WELL.
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Exciting play on telemedicine. Entire sector is pricey, but good upside opportunity if the trends continue. The whole concept makes a lot of sense. Good sector to have some exposure to. He owns a small position.
Alex RuusOwned
Healthcare
BUY
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenue grew by 461% year over year. However, EPS missed estimates. It is growing extremely fast and organic growth is forecasted to be driven by partner relationships. The balance sheet is growing rapidly and top-line growth should outpace operating expenses. Unlock Premium - Try 5i Free
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Healthcare
