Stockchase Opinions

Bruce Campbell (2) Protech Home Medical Corp PTQ-X BUY Apr 27, 2020

This is one that a piece of their business benefits from COVID. Oxygen sales, sleep apnea, as people get released FROM COVID hospitalization, they can get onto home ventilators. He likes it. It was a past top pick.
$0.800

Stock price when the opinion was issued

biotechnology pharmaceutical
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DON'T BUY

They had a cyber theft – 9 Million out of there bank but insurance covered it. He likes it. It is speculative and is a roll up strategy.

PAST TOP PICK

(A Top Pick Jan 30/19, Down 4%) He would have expected it to do more. He is quite confident going forward. He thinks they will get taken out within 18 months. Almost made it a top pick again.

TOP PICK
They are taking advantage of in-home health care during the pandemic. It trades at about a third of their peers, yet growth has been 20% per year. They focus on an area of the medical space that will get head winds from COVID. It will likely be taken out sometime later this year. Yield 0% (Analysts’ price target is $2.36)
TOP PICK
A perfect stock even though it is up 50% off the lows. They can service the debt and earnings expected to grow by 133%. Yield 0% (Analysts’ price target is $2.36)
TOP PICK
It continues to stay in this valuation range. They are in the home medical business. They operate in ten states and have 40 locations. It is a fragmented industry. They have 68% recurring revenue. They have a huge opportunity to consolidate. They can grow through valuation multiple growth and organically. (Analysts’ price target is $2.36)
BUY
A US company that's consolidating in the medical market (home lifts, ventilators, oxygen, etc.). He continues to like it. It was a past pick and since they made an acquisition. The stock has increased, though not as much as he expected. He predicts the valuation will be pretty attractive. This could be a takeover target and it's firing on all cylinders.
BUY
US focused. Lifts, supports, oxygen services. They've been acquirers. Brought debt down, increased profit margin, grown geographically. Still very attractively valued compared to its peers. Could be a takeover target.
PAST TOP PICK
(A Top Pick May 27/20, Up 65%) They plan on changing their name and moving onto the Nasdaq. They fly under the radar but trade at an attractive valuation. He's sticking with this. It will continue to do well on the Nasdaq.
PAST TOP PICK
(A Top Pick May 29/20, Up 55%) Oxygen delivery. Recurring revenue model. Very strong outlook.