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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Another service really likes fertility company Hamilton Thorne and has made it a recommendation. Progyny in the US seems to be doing well in a related business so I wanted your thoughts. With people marrying later the theme seems to make sense. Do you like it? A brief example of the write is up below. They write interesting stuff but don't have your track record so I'd love to know what 5i thinks.

When we recommended Hamilton Thorne back in August, we believed the strategy for growth was three-pronged, involving both acquisitions and organic opportunity as well as margin improvement along the way. Recent results fully support our belief, and we’re firmly of the mind that we’re nicely on track.
Read Answer Asked by Tim on January 13, 2020
Q: Hi 5i Team,
I have a small existing position in htl and would like to start positions in the other 3 companies. Could I please get your opinion of the above companies and assuming there are no significant concerns (other than small cap risk) in what order you would rank them at today's price?
Many Thanks
Read Answer Asked by Colin on June 14, 2019
Q: Can you please provide your opinion on a long term hold of Hamilton Thorne ($HTL.v) from this level? Currently the company includes the original IVF equipment business, toxicity testing business, and a European full service distribution business.

The company has telegraphed its intention to continue growth by the following:

1. Making meaningful acquisitions with active discussions underway;

2. Organic growth by expanding into new geographies and expanding the breadth of product and service offerings from both internal R&D and adding new 3rd party suppliers on the global platform; and

3. Cross selling between all of the integrated businesses.

It is also at the ~$100M market cap (fully diluted) where both new institutional and retail investors alike will start to take notice.

TIA,
Meredith
Read Answer Asked by Meredith on October 30, 2017
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