Think Research (THNK.V)

Launched a data-capture platform for clinical trials today One reason they bought BioPharma was to digitize it, so the announcement is no surprise. THNK digitizes data and enables the connection between healthcare, government and patients through their software. They digitize clinical data, like trial data. This is one of his two e-health holdings. Its valuation is reasonable and there's organic growth ahead.

(A Top Pick Mar 22/21, Down 75%) Company has been negatively affected by pandemic. Health system moving towards digital tools, good for company. Recently announced two big contracts with Ontario government. Implementing virtual care platforms in senior homes across Canada. Strong financial results expected for 2022. Cheap stock price presenting good buying opportunity,

(A Top Pick Jan 25/21, Down 74%) Whole telehealth sector has been decimated. Investors are selling, but they're not pandemic plays. Digital healthcare revolution is just getting started. 2 big contracts announced. Valuations are starting to look attractive. One of the best paths to organic growth and profitability.

(A Top Pick Jan 25/21, Down 74%) Focused on clinical data and connectivity to health clinics. They just announced a large deal to help patients connect with health services in Ontario. They are rolling out a virtual care service to long term care homes. They have guided to $90-$100 million in revenues, which would translate to trading 1x revenues. The cheapest of all public stocks in this space.

Whole telehealth sector's come down. Lots of organic growth. He still buys more at these levels. He has faith in the company and its strategy.

He's buying it under $4. Tremendous value. Underlying tech businesses are growing. Thinks they'll surprise the market with good organic growth. They'll have their day in the sun and capture the market's attention. Helps professionals become more efficient. Unique partnerships, especially one with LTC homes.

The telehealth bsuiness has been hot in Canada. Think did a reverse takeover quietly at the end of 2020, so investors overlooked that. Think is the most reasonably valued among peers, based on recurring revenues. It provides cloud-based solutions to hospitals, clinics, and LTCs. Their e-referral business has a contract with the Ontario government to connect doctors and hospitals. Just did a deal with CareX. Think trades at only 4x revenues vs. 10-20x among its peers. It's a bargain in this sector and relatively unknown. He expects positive EBITDA in coming quarters. They also have business outside Canada, which improves growth prospects. (Analysts’ price target is $5.75)

They just went public. He likes that they offer subscription, cloud based content. Their platform allows players to access information and to share it and helps them streamline their workflows. They run the e-referral platform in Ontario. It is trading at the lowest multiple of all the tel-medicine companies. It has the highest proportion of recurring revenues. They are going after a global market. (Analysts’ price target is $5.65)