VHI BullArticle on the Uncommon Sense Investor website entitied "Best Stock Ideas From Our All-Star Roster" includes Jesse Gamble, who works with Jason Donville at Donville Kent Asset Management, picking VHI as the company's "Highest Conviction Pick for 2022": Jesse Gamble,
Senior VP & Portfolio Manager,
Donville Kent Asset Management
Our highest conviction pick for 2022 is VitalHub (TSX:VHI),
Market Cap: CDN$120.8 Million
One Year Return: +15%
- The healthcare sector, especially hospitals, are well behind the curve when it comes to implementing efficient and practical software.
- VitalHub’s patient flow software is improving hospital operational efficiency and demand for the their product is understandably strong.
Financially, the stock hits all of our main targets with:
- +20% organic growth.
- +80% recurring revenue.
- +80% gross margins.
- Strong and improving profit margins.
- Cheap valuation.
They are sitting on a large amount of cash with no debt and we expect another large acquisition to be the catalyst for the stock in 2022.