CareRx Corp T.CRRX

Stephen Takacsy past Top Pick

[Possibleidiot01]

CareRx Corporation (CRRX-T)

June 23, 2021

 

(A Top Pick Jun 16/20, Up 37%) One of his biggest positions. Still buying at these levels. Safe way to play healthcare with aging demographics and industry consolidation. Unaffected by the lockdown. Several large, transformative acquisitions. #1 institutional pharmacy player in Canada, with 20% of the market. Launching telemedicine services. Great growth for many years to come.

Healthcare

Stephen Takacsy, B. Eng, MBA

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$0.000

Yes , he owns

I want to point out 20% of institutional pharmacy market is evidence that this is not a mature company.

[TimeBuilder]

Possibleidiot01 - (6/23/2021 2:07:08 PM) Re: Stephen Takacsy past Top Pick   Thank You for posting & sharing info......A very Long term holder/Investor/Believer in CRRX ..Regards, TimeBuilder

[MrMugsy]

For a company like this, I look at 2-2.5 times next year's sales for an overheated share price (roughly speaking). We're not even at 1x yet. Loving it  !!! IMO

[zinger99]

Another solid week. Will be great to see the team hit the 100k bed count on the next few months. Looking forward to having all of the latest integration work done as well.  cheers 

[pacer217]

FRESH all time high @ 6.87......... Gradually those who were want- to- sell by the hour coming to realise  this is a HOLD and PROFIT stock (AKA NOT risky!)  $ 8.50  by the next quarter release -- middle of August.

[zinger99]

Pacer, Nice to see the appreciation today. With the goal of 100k beds by end of year, my hunch is that they will achieve this target comfortably inside the timeline as they have always seemed to deliver on their statements. Exciting next 3-4 quarters as we really start to see the benefits of the roll-up in business. I am looking forward to perhaps a new horizontal product opportunity. Cheers