Stephen Takacsy, B. Eng, MBA
CloudMD
DOC-X
TOP PICK
Sep 20, 2021
It is one of the fastest growing healthcare solutions providers. They made a series of very targeted acquisitions which they are integrating. A quality company with quality assets. (Analysts’ price target is $4.19)
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.
One of the fastest healthcare technology companies.
Expanding into enterprise health solutions space.
Expecting strong financial results in 2022.
Low stock price presenting good buying opportunity.
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.
(A Top Pick Jun 29/21, Down 77%) Brutal in the small cap area. Still likes it, but got stopped out. Beat expectations, business doing well. Moving forward with plans. This is why it's important to use stops, especially with small caps.
(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.
The industry is trading at a discount to its U.S. peers. There are other similar ones to own as well. It is good but he wants to see a couple of quarters with profitability.
(A Top Pick Sep 20/21, Down 76%) Whole sector decimated. One of the fastest-growing healthcare technology solutions providers. Still integrating acquisitions. Positive EBITDA has been pushed out. Management turnover. Well managed, but a show-me story.
Interesting story, 70M market cap. Took goodwill impairment of 84M, as a result of acquisitions. Follows it, great business model. Difficult investing environment right now. (Analysts’ price target is $0.48)
Tele-health company. Has sold shares. Very high valuations. Path to profitability slower than expected. Recently selling assets. Not sure path to profitability.
Did very well during the pandemic, a market darling then. But their acquisitions didn't make sense to him and they have caught up with them with poor integration. The hype is over and shares have plunged since 2020.
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