Q: Hi Peter,
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.
5i Research Answer:
We would not consider there to be a lot of overlap here, with KSI focusing on companies and VHI on patients/clinicians. We like both, but might lean to KSI for growth today. Both have very strong balance sheets and growth prospects. Suggested prices VHI $10.25; KSI $6.25