Review of Andlauer Healthcare Group Inc.

JUL 16, 2024 - We believe AND will continue to benefit from the long-term secular growth trends in the healthcare transportation market, and growth in its US business can help fuel top and bottom-line growth. For now, it’s a fundamentally-sound company trading at slightly premium valuations, and with somewhat flat year-over-year growth. We believe it has better long-term prospects, and for now, we are maintaining our rating at a ‘B’.

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Q: Thanks for your reply on the effects of Trump tariffs on various stocks I own . I will be doing a little re-balancing based on your answers . However you didn't opine on two on the list . ENB which I would suspect may be affected by a tariff on oil and AND which has both Canadian and American operations though I'm not sure of how much of each they have. Thanks again for your terrific service ......

Read Answer Asked by Garth on January 13, 2025

Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY

Read Answer Asked by Garth on January 10, 2025

Q: I’ve always had less than positive results investing in the healthcare sector. Finally I decided to go with an ETF (XHC) to do away with the individual stock picking risk which has since declined as well. I am now thinking of sticking with “healthcare adjacent” companies since SIS (currently owned) has done well for me. Can you please comment on SIA, CSH, and AND, the first two have run up a bit recently and I wonder about their valuations and future prospects. Any other candidates that might fit the bill you could recommend, I know choices in Canada are slim?

Read Answer Asked by Stephen R. on November 21, 2024