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: I have small positions in both TFII and AND (about 2% each) and looking to add to them (long-term positions so not worried about near-term uncertainty, I'm sure they'll both be fine over the long-term).

I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.

What are your thoughts, which would you favour more for a young long-term investor?

Read Answer Asked by Patrick on March 17, 2025

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