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| PAST TOP PICK | 7.740 | Michael Simpson, CFA | (A Top Pick July 7/10. Down 10.07%.) Sold his holdings. | 2011-06-17 | |
| PAST TOP PICK | 6.850 | Jamie Horvat | (A Top Pick Dec 16/09. Down 14.43%.) Supplies to seniors’ homes. Pays a yield of 9%. Missed their growth objectives so he sold his holdings. | 2011-04-07 | |
| WATCH | 6.390 | Michael Simpson, CFA | Distribute healthcare products primarily to retirement homes. Started to see more competition in the 2nd quarter and intensified in the 3rd quarter. Cut distributions once but may do another cut. He’ll wait for Q4 results. | 2010-12-02 | |
| Comment | 8.000 | Sandy McIntyre | Rarely sells after an earnings disappointment. Doesn’t think there is a structural problem with the business. They need to get some clarity on how they will transition into what is in effect a new business model where they will have a growth side. | 2010-08-25 | |
| TOP PICK | 9.200 | Michael Simpson, CFA | Distributes supplies such as wound management, chairs, furniture, etc. to retirement homes. Well run. Have already cut their distributions. Trades at 6 times EBITDA. | 2010-07-07 | |
| TOP PICK | 9.350 | Jamie Horvat | Conservative name trading at 10-11 times PE. Entrepreneurial management team with ownership in the company. Strong market share in the distribution business in healthcare and long term care facilities. | 2009-12-16 | |
| TOP PICK | 7.310 | Jean-Francois Tardif | Distribution services for nursing homes. Generates a lot of free cash flow. Nursing homes are a growing market. Recession resistant. 13% distribution. | 2009-07-07 | |
| TOP PICK | 7.960 | Jean-Francois Tardif | Distributor of medical products, mostly in Ontario. Just bought a Quebec company, which should grow revenues and margin expansion. 12% distribution is likely to be increased this year. Earnings per share should grow at 10%-20% also. | 2009-02-26 | |
| Comment | 10.270 | Sandy McIntyre | Sells supplies to nursing homes, which is a growth industry long-term. Good management team. | 2008-05-05 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| 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 | |
| PAST TOP PICK | 11.660 | Jean-Francois Tardif | (A Top Pick Feb 15/06. Up 15%.) Very stable distribution. | 2006-04-19 | |
| 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 |
