
TSE:JWEL
This summary was created by AI, based on 2 opinions in the last 12 months.
Jamieson Wellness (JWEL-T) has garnered positive reviews from analysts who highlight its strong core business performance and the potential for future unsolicited takeout offers. With a solid growth trajectory, having expanded its operations into China and acquired a California company, Jamieson is well-positioned in the nutraceutical market, especially given the minimal impact from tariffs. The company has been able to consistently grow its dividend at a rate of 14% over the past five years, providing an appealing yield of 2.55%. Analysts suggest that despite the recent appreciation in stock price, the likelihood of a takeout is greater than market expectations, making it an attractive buy at this point. Overall, the sentiment from experts reflects confidence in the company's strategic direction and financial health.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS at 34 cents that beat estimates by 2%. Sales of $112.3M were reported. Generally a good quarter. The focus on post covid health trends continue to be a tailwind. Attractive here. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues beat street estimates by 4%. EBITDA was 2% better at $29M. It is trading at 26x earnings, which is reasonably considering the high growth expectations. There are competitors but they have strong market share. A higher risk buy for growth and some income. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Business has reamiend good and earnings growth continues to be expected. They raised dividends in August with more room to grow. The $6 decline is probably over done. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales beat expectations by 6% and earnings also beat estimates by 2%. Guidance was raised, which is also positive. The pull back that brought it down 16% is more market related than to do with the stock itself. It is a good time to add to this position. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Covid has helped the company with consumers more aware of health. They beat sale estimates last quarter but missed on EPS. It’s trading within its expected growth rate. The health trend should be sustained even after covid. Unlock Premium - Try 5i Free