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5i Report
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B
Review of Andlauer Healthcare
JUL 06, 2023 - Andlauer Healthcare Group (AND) is one of Canada’s most highly valued supply chain management companies that specializes in third-party logistics and transportation solutions for the healthcare sector. AND has cemented its industry-leading position in the specialized transportation segment for Canadian healthcare companies and continues to grow its presence in the US. We like the potential for expanded service offerings across both geographies and for growth in its US brands. Rating maintained at a ‘B’.
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Q: Hello, Would you have 4 top picks in either of these sectors (industrials, consumer staples, consumer discretionary or health care). I am looking for large caps trading on the TSX with good long term potential. Thank you.
Q: I notice AND is up over 10% today . I suspect this is because of the earnings report. Please comment on earnings and more importantly any comments on outlook they may have stated in either their conference call or earnings report. Thanks Garth ......
Q: In an answer in November you seemed somewhat optimistic on the outlook for AND . But in a previous answer in July you referred to it as " not needed to be owned " .... How do you feel about in now in the new year and why ? Thanks Garth
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