Review of Tecsys Inc

AUG 08, 2023 - TCS serves a unique part of the broader economy’s supply chain, focusing on the healthcare and hospital industries. The supply chains in these industries are quite complex and for many years have been underserved and underleveraged. we like the company’s market share growth, its niche segment and scalability within this niche, and its future expectations for growth. We are maintaining our rating at a ‘B+’.

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Q: Hi Peter and 5i,
Who would you favor for growth over the next 5 years between TCS and Well?
Thanks you for your always awesome feedback.

Read Answer Asked by Dennis on April 04, 2024

Q: In Chris's recent webinar he mentioned the similarities between TCS and DSG as well as the same between GSY and TCS.

Now my question here is if I was only to own one of each of the two which ones have the best opportunities for growth going forward and which meets Warren Buffets criteria most closely?

Thanks

Sheldon

Read Answer Asked by Sheldon on April 02, 2024

Q: I struggle with ATS and KXS whether to sell or continue to see drifting lower. I know you suggest selling if something fundamental has changed for the worse. People commonly thinking ATS is a growth name, but their backlog is shrinking, still a growth name? Fundamental changed? KXS's growth is declining as well....when it will resume their growth? If sell them, what to buy to replace? Can I have your thoughts? Thanks.

Read Answer Asked by Lin on March 22, 2024