Quipt Home Medical (QIPT-X)

CEO is a really good operator, but stock just doesn't seem to get any love. Numbers have been OK, but not any really great growth. Looks good on EBITDA (due to equipment depreciation), but not on earnings. Takeout rumours always swirl, but he won't buy on that basis alone, praying for a takout, if the fundamentals aren't there.

The trend of keeping people out of hospitals sounds good, but he's a numbers guy and it doesn't have the growth he wants.

Extremely challenged, though business continues to do well. One headwind is weight loss drug success makes investors concerned that respiratory issues will go away. That won't happen. Advertising practices under scrutiny, and there could be a fine.

Numbers continue to grow. Valuation lower than historically.

Does not own shares right now. Valuation remains low compared to peers. Not expecting growth - but is a good company. Healthcare space good with aging demographics. 

It is executing well and the stock is cheap. It is a bit out of favour with no near term catalyst for buying right now. It has a great management team and is in a good sector. The volume of machine rentals out to homes is increasing.

This used to be called Patient Home Monitoring at one point. It is very cheap, has been performing and executing acquisitions pretty consistently. The CEO and management have done very well. The small cap health care sector is quiet but due to Quipt's good value it could be a takeover candidate.

Continues to execute really well both organically and by acquisition. Sold off recently on management missteps on financing. Very attractive valuation, about 1/2 that of peers. Too cheap with the growth rate. No dividend.

The chart if forming a cup (not bad), but swings lately are troublesome. Not for the timid. Very choppy. Maybe trade this, but be careful; resistance at $9.

Does not own shares at the moment.
Lots of tailwinds with aging population.
Strong growth from demand for healthcare.
Capital markets have punished stock price due to questionable equity financing. 
Pressure in stock price is creating a buying opportunity.

Owns a small position, but wants to see better momentum before adding more. They did a raise of $7.85 a few months ago and shares have been weak since. Are digesting their latest acquisition and should rise higher.

Low valuation for in-home medical services company.
Does not own shares in the company, but has owned in the past.
Looking into buying shares in the future.
Management team has done great job growing company.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Company recently acquired (Great Elm). At $80M it is a sizeable deal, but adds $60M in revenue and $13M in EBITDA. Should be $2M in cost savings and it is accretive to cash flow. The market likes the deal. Good earnings growth is expected. Unlock Premium - Try 5i Free

(A Top Pick Nov 19/21, Down 35%) Respiration industry (repository technology and machines). Business growing well. Revenue growing with profits. Trading at 50% of multiple compared to peers. Will continue to hold shares.