retiredcf wrote: Here's the link. As mentioned, you may need to take his comments with a grain of salt. First of all, he's primarily cautious about the sector in general and is actually complimentary about CRH. Also, if you read his previous comments, he thought it was expensive at $4.75 so he's probably a bit annoyed that he missed our 60% increase in SP since then. GLTA
https://www.bnn.ca/video/alex-ruus-discusses-crh-medical~1009981
2016-12-05 SELL Alex Ruus
A good little Canadian medical story. Operates primarily in the US, and has been rolling up some healthcare services. He is cautious in this area right now. The US health business is pretty complicated right now, as there are a bunch of pieces to it, unlike the Canadian system. One segment of this company has a fair bit of “off network” business, which pays much better than being paid by Medicare and Medicaid, but sometimes it is hard to get paid, as insurers take their time. Companies like this could be under a bit of pressure next year, so he would be cautious. At this point he wouldn’t be owning it.
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Price:
$7.530
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2016-09-06 BUY on WEAKNESS Alex Ruus
A good, small-cap, Canadian health care stock. A teensy bit too expensive for him right now. He likes where the business is going. Would be a buyer at the bottom of the 52-week trading range. He likes management and the board. (See Top Picks.)
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Price:
$4.750
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No