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: After reviewing the quarterly results of Andlauer and Pason Systems last night, I thought they seemed rather mediocre, and figured the stocks might drop a bit today. To my surprise, they both went up substantially. I would like to hear your take on the quarterly results of these 2 companies, and whether you think they are keepers. I'm thinking maybe sell on any further strength.

2nd part of the question, from looking at the charts for these 2, I am think a sell point approaching previous levels of resistance for PSI would be about $16.25 and AND about $44.75. Do those look about right to you?

Read Answer Asked by Dan on November 07, 2023

Q: Trying to reduce my number of stock holdings. Have identified these 11 as small positions that can be eliminated. Intending to use the cash to add to stronger holdings. I try not to think of a stock as a "hold". There are lots of high quality names you can invest in that look better than a "hold". If you were doing a portfolio clean up, and held these as roughly 1% positions, are there any that you would be reluctant to sell?

Read Answer Asked by Dan on August 15, 2023

Q: Looking to clear out some holdings that are not performing. AND is near its 52 week low and going lower highs and lower lows. HLF is a flattish chart and is about where it was 2.5 years ago. I’m down 9.5% and 11% respectively. Could use to put the money someplace else?
Thanks
Steve

Read Answer Asked by Steven on July 10, 2023