Opinions
Jason Del Vicario
Integrated Diagnostics
IDHC-LSE
TOP PICK
Jul 05, 2022
Is run by the founder who owns 40% of shares. Based on Egypt with operations in Jordan and parts of Africa. It trades at 5x earnings and pays a 15% dividend. Has been adding to it. Only a 3% weight in his portfolio given its geopolitical and currency risk. Generates strong returns and is expanding. (Analysts’ price target is $1.48)
N/A
Stock price when the opinion was issued
Healthcare
It's the ideal tool to help you make quicker, more informed decisions for
managing and tracking your investments.
You might be interested:
PAST TOP PICK
(A Top Pick Jan 21/22, Down 52%)
Business is operating very well. Boom in profits and revenues during Covid. Now, earnings have gone back to trend, expecting to grow by 15-20% this year. However, Egyptian Pound has been decimated by 50%, and this really hurts when converted to USD. Company's been around for 40 years, not the first macro challenge. Geopolitical risk beyond his control. A 3% conviction rate for him. He's been nibbling at shares around 64 cents.
Healthcare
Advertising