Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

Healthpeak Properties Inc V.DOC


Primary Symbol: DOC

Healthpeak Properties, Inc. is a fully integrated real estate investment trust (REIT). The Company acquires, develops, owns, leases, and manages healthcare real estate across the United States. Its strategy is to invest in and manage real estate focused on healthcare discovery and delivery. It has a diversified portfolio of high-quality healthcare properties across three core asset classes of lab, outpatient medical, and continuing care retirement community (CCRC) real estate. The Company’s segments include Lab, Outpatient medical and CCRC. The lab segment properties contain laboratory and office space, are leased primarily to biotechnology, medical device and pharmaceutical companies, scientific research institutions, government agencies, and other organizations involved in the life science industry. The Outpatient Medical segment includes outpatient medical buildings and hospitals. Outpatient medical buildings typically contain physicians’ offices and examination rooms.


NYSE:DOC - Post by User

Comment by grosdavidon Aug 12, 2020 11:36am
120 Views
Post# 31398151

RE:WELL is at 14xsales

RE:WELL is at 14xsalesWhat about Teladoc? What about Livongo Health?

Teladoc trading at 22 times its 2020EY revenues and Livongo Health trading at 45 times 2020EY revenues (without taking into consideration a +50 times 2020EY revenues for the takeover by Teladoc).

Clearly the Teladoc deal was a little too expensive, and Teladoc is down by 20% ever since.
But the point stands, WELL at 14X is reasonnable in my opinion. We can argue for hours on this. I'm not saying WELL should be trading at 20X its revenues, but its blunt to state that WELL is overvalued...the sector is growing and probably double for the next five years. 

You evaluate a company with its comparables, with the sector, and according to its sector. The highest potential growing sector is the Telehealth as of 2020 and probably will. 

That being said, CloudMD is in my opinion the next to pop off in August right before its results of September 1st. At 5X times its revenues, this is a no brainer not buying in at this level.

David
<< Previous
Bullboard Posts
Next >>