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TransMedics Group Inc. (TMDX $62.04)
- $62.04 P/E (TTM): 14.75X Cap: $2.14B
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Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.
Most of these companies have done very well over time and some have stumbled.
I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…
However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.
What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?
Given all of that what would be your top 5 new names you like in today’s market?
Thanks
Tim
Most of these companies have done very well over time and some have stumbled.
I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…
However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.
What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?
Given all of that what would be your top 5 new names you like in today’s market?
Thanks
Tim
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TransMedics Group Inc. (TMDX $62.04)
- $62.04 P/E (TTM): 14.75X Cap: $2.14B
- View TMDX Profile
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Q: Ugh. Can I get you thoughts on Transmedic's latest quarter. Looks like market doesn't like earnings.
Thanks
Thanks
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TransMedics Group Inc. (TMDX $62.04)
- $62.04 P/E (TTM): 14.75X Cap: $2.14B
- View TMDX Profile
- View Questions on TMDX
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Q: A number of Small/Mid cap stocks have done very well over the last few weeks while a number have been hit hard and pulled back significantly.
What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?
Thanks
Tim
What would be your top 5 Small/Mid cap US and CDN names currently? Could you also indicate the order that you would purchase?
Thanks
Tim
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