WELL Health Technologies Corp T.WELL.DB

Another View

[retiredcf]

What are your thoughts on the quarter and guidance for Well Health? Is it still on your small/mid cap favorite list? If yes where would you list in your top 5 choices?

WELL EPS was 5c, off estimates of 5.5c; revenue of $251.7M beat estimates of $247M. EBITDA of $32.7M beat estimates by 2%. Gross margin was 44.6%. Revenue guidance was raised to $985M+, from $970M+. EBITDA range was also raised. Its $1B run rate was achieved ahead of plan. Revenue rose 27%; EBITDA rose 16%. Patient visits increased 41%. It was a solid quarter/outlook and the stock finally made a move today. 

We would consider: TVK, HPS.A, WELL, TCS, VHI as favourites in order.

and as a result..........

Growth Model Portfolio

Increase Well Health Technologies (WELL) Position to a 4.0% Weighting
 

Trade Rationale - WELL reported earnings today, with revenue guidance being raised and its EBITDA range also raised. WELL’s $1 billion run rate was achieved ahead of plan, and overall it was a strong quarter/outlook which caused the stock to make a move. We like the fundamentals of WELL, and with rates declining, we feel that it can both improve its margins and make potential acquisitions with a lower cost of capital.

 

[5iResearch]

Posting this is a violation of 5i Researc's terms and conditions.  

[Noshortsallowed]

And on the flip side I subscribed because if becoming aware of you guys through here...

[Possibleidiot01]

Considering retiredcf posts this kind of thing frequently , why have you posted this so infrequently? Seems like it should be a thing,  if legitimate. Oh , and when you spell 5i Researc , there's an h at the end of it. Not legit IMO.

[retiredcf]

Thanks Possible. Note that this was his first post in 3 1/2 years. As for 5i, this kind of exposure has lead to a significant increase in subscribers over that timeframe. And as I'm sure you are aware, their analysis is often repeated verbatim as part of Stockchase Insights. GLTA