He is quite content to sit with this one. They can't seem to make money, but they are leaders in the health sector. Have deep pockets behind them. Brascan is a major shareholder.
Deals with healthcare and are backed by Brascan. Very deep pockets. Over $40 million in revenues. They are on the cusp of profitability. A classic contrarian pick.
Healthcare market is very competitive. Very difficult to make money on a consistent basis. This company went through a very difficult period and have to do some restructuring in order to get things more under control. They seem to be coming out of that d
Health technology industry. They are a leader in Canada, but have a lot of US competition. Tremendous backers, so have very deep pockets. Seems to be a classic turn around situation. Could see it doubling, but could take a while.
Backed by some very big players. Company has done almost nothing for a long period of time but he is happy to hold it. Whenever dealing with smaller software players there is always a danger.
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