Savvy Trades and Investments

[wadegarret]

R59- MD

I read through the report, and it appears to me, there won't be much if any growth in Q4 vs Q3, at least going by EBITDA. Thing is, the stock is up over 115% in a few months, and it hasn't pulled back at all. Re, do you see much growth coming for them in 2025 ? It does seem like the CEO wants to change some things, but he didn't gave any kind of guidance past Q4. Analysts feel around 14% growth vs a 10-11 PE going forward, so not expensive. Now DVA which owns health care clinics, and is huge vs MD, has expected eps growth of 12% going forward, and carries a 12-13 PE going forward.

So I guess based on that, MD could get to a higher PE going forward ie 12-14. Re, I understand you said $17 is fair value, but that means you're giving the stock an 11-12 PE going forward. With that low a PE, I'm assuming you many not agree with even 14% growth in 2025 vs 2024 ?