Latest from 5i, if interestedOctober 15, 2015 (asked by Sasha) Question: Hi 5i, How do you feel about CRH at current levels? I like the company as it generates real FCF (1-2M per month), but I am concerned that their could be a structural shift outside of healthcare as companies continue to blow up (e.g. PHM, CXR, VRX, NHC). Would you recommend CRH as a pick in the junior healthcare space? Do you think it will play catch up and drop down to its peers performance? Seems to be holding here at the 4 dollar level. Thanks in advance. 5i Research Answer: We like CRH and its fast growth will likely protect it a bit in a sector decline. In addition, its balance sheet is significantly better than some others (CXR and VRX in particular) and this should help. We would be less concerned with the fundamentals and more concerned with simple profit taking. The stock is up 482% in a year, and if investors get more concerned with the sector it could be a very easy sell target for that reason. We would still be comfortable recommending it, though, for junior sector exposure. It is doing many things right.