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| Comment | 10.270 | Sandy McIntyre | Sells supplies to nursing homes, which is a growth industry long-term. Good management team. | 2008-05-05 | |
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| TOP PICK | 9.700 | Jean-Francois Tardif | He supplied provider to hospitals, nursing homes, et cetera. Healthcare sector so very protected in the event of a recession. Growing between 5% and 15% annually. Generates a lot of free cash flow. Distribution of around $.92 giving a 10% yield plus 10% growth. | 2008-01-21 | |
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| VAGUE | 11.750 | Chris Rankin, MBA, CFA | It's appropriately priced. A fairly stable business.
They do the distribution of medical products.
| 2007-10-19 | |
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| DON'T BUY | 9.600 | Michael Simpson, CFA | Provide diapers/furniture to old age care facilities. Disappointed in some of their early earnings. | 2007-01-04 | |
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| Comment | 9.580 | Jean-Francois Tardif | Sold his holdings. Really like the company because it was health care and not cyclical. Long-term outlook is really great. Good management. Price has dropped and he expects at some time he will own it again. Will look at the next quarter’s results. | 2006-12-27 | |
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| DON'T BUY | 12.400 | Garth Jestley | Basically distributes products to the long care sector. A play on the ageing population. 70/75% of its business is very stable. Has performed quite well. Also sells diagnostic equipment, which tends to be volatile. Expensive at the current level. | 2006-08-11 | |
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| PAST TOP PICK | 13.270 | Jean-Francois Tardif | (A Top Pick Feb 15/06. Up 30%.) A very stable business distributing supplies to retirement homes. A lot of free cash flow. | 2006-06-05 | |
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| BUY | 11.970 | Patrick Kim | Medical supplies distribution business, specifically targeting retirement homes. Very little competition. Expecting growth through going into some ancillary services. | 2006-04-21 | |
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| PAST TOP PICK | 11.660 | Jean-Francois Tardif | (A Top Pick Feb 15/06. Up 15%.) Very stable distribution. | 2006-04-19 | |
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| TOP PICK | 10.340 | Jean-Francois Tardif | They are a distributor so they don't need to have a lot of assets. All the earnings are free cash flow which allows a nice distribution every month. Current yield is around 9%. Have been growing every year. | 2006-02-15 | |
Experts that have talked about Futuremed Healthcare Income Fund
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