Hi there,
I do quite like Andlauer Healthcare. It is a leading healthcare logistics company that has been growing at a pretty healthy clip. Over the next couple of years, the company is expected to grow revenue and profit in the mid teens. The nice part about AND compared to many other healthcare stocks (telehealth in particular) - the company is profitable.
It isn't cheap however - trading at 45.48 forward earnings. Based on the company's expected growth rates - this is a little expensive. However, the company is considered an expert in this healthcare supply chain industry and has a pretty good grip as a leader in this area. It has been one of the best performing stocks on the index, up by 135% year to date.
Long-term, I certainly think an investment in this company will perform quite well. I do however, question current valuations as it does seem a little expensive. It is a newly-listed company, an since it went public on the main TSX Index, it has missed in 2 of the last 3 quarters. Analyst are mixed on the company and it is trading at premium to one-year estimates of $44.00 per share.
I'd consider AND a buy-the-dip candidate and I'd still like to see a little more in terms of historical performance from the company. There is no doubt however, that it has been a strong performer and I very much like the industry in which it operates.
Mat