RE:RE:RE:RE:WELL - initial thoughtsfoldinggreen wrote: Thanks for verifying. Do think there will be any "show stoppers"?
the financials are going to be a little murky because of all the acquisitions - i think that scares off some institutional money after fiascos like Valeant
CRH financials were fairly easy to understand and yet they were constantly punished
both stocks are a bit of a "show me" story - WELL will need to prove out their acquisition strategy has visibility to stable profits and positive cashflow generation
on the positive front - i really think the high tech angle of WELL will benefit from rolling in CRH. it's somewhat "normal" for tech companies to NOT be profitable and just to have high, high growth while also seeing major share price appreciation. i am hoping rolling in CRH kick starts a boom in the share price given CRH produces positive cashflow and has a very long runway for roll-up acquisition growth, which WELL has the ability to fund.