Replies to post #113147 on Savvy Trades and Investments

[researcher59]

MD +.15 to 7.41, seems to be finding technical support in the low to mid $7's. I recently joined you with a small position. A year ago analyst EPS estimates for 2024 were $1.67 and they've dropped by 27% to $1.22, but the stock is down 47% since then and looks oversold despite diminished earnings expectations. Looks cheap with a forward PE of just 6, assuming they can hit the estimates.

[researcher59]

MD +1.45 to 9.07, great call on this one at 7.59 just six weeks ago, but too bad you bailed out two weeks ago ..... the earnings beat has sparked a nice rally and presumably analysts will be raising estimates. I just trimmed a few shares in the low $9's, but holding onto most of my position ....

[researcher59]

MD +.70 to 11.21 after an upgrade by Jefferies -

fly -

Jefferies upgraded Pediatrix Medical to Buy from Hold with a price target of $14, up from $8. Pediatrix's multi-year simplification effort has positioned the copay for a return to its roots as a hospital-based pediatrics business, the analyst tells investors in a research note. The firm believes the company "can recapture its place" as one of the best free cash flow stories in healthcare services. A "clean" balance sheet and "depressed" valuation could see free cash flow put toward share repurchase and accelerate earnings growth to double digits, driving a re-rating of the stock.

[researcher59]

MD +3.24 to 17.35, great call on this one 9 months ago, now up 128% since your post. I'm mostly out now but it was a nice winner for me.

briefing -

Pediatrix Medical Group beats by $0.14, beats on revs; Issues FY25 adjusted EBITDA guidance (14.11 ) :
Reports Q4 (Dec) earnings of $0.51 per share, excluding non-recurring items, $0.14 better than the FactSet Consensus of $0.37; revenues rose 1.1% year/year to $502 mln vs the $486.21 mln FactSet Consensus.
Same-unit revenue from net reimbursement-related factors increased by 5.9 percent for the 2024 fourth quarter as compared to the prior-year period.
Preliminary 2025 Outlook: On a preliminary basis, Pediatrix anticipates that its 2025 Adjusted EBITDA, as defined above, will be in a range of $215 million to $235 million

[researcher59]

MD +3.53 to 20.50 after a very strong Q3 earnings report. I just sold my last shares this afternoon but hope to buy back lower. This was a great find by you in May of last year, now up 170% since. Too bad that you seldom hold on to stocks long term !

Thanks for bringing MD to the board !

briefing -

Pediatrix Medical Group beats by $0.20, beats on revs; raises FY25 adjusted EBITDA guidance (16.97 ) :
Reports Q3 (Sep) earnings of $0.67 per share, excluding non-recurring items, $0.20 better than the FactSet Consensus of $0.47; revenues fell 3.6% year/year to $492.9 mln vs the $476.44 mln FactSet Consensus.
Same-unit revenue from net reimbursement-related factors increased by 7.6 percent for the 2025 third quarter as compared to the prior-year period. This increase primarily reflects continued improvements in collection activity, higher patient acuity in the Company's hospital-based practices, primarily in neonatology, increases in administrative fees from hospital partners and a slightly favorable shift in payor mix.
Adjusted EBITDA, which is defined as net income before interest, taxes, depreciation and amortization, transformational and restructuring related expenses, and net gain on investments in divested businesses, was $87.3 million for the 2025 third quarter, compared to $60.2 million for the prior-year period. The increase in Adjusted EBITDA was primarily due to net favorable impacts from same-unit results and practice disposition activity.
Pediatrix is raising its full year 2025 outlook for Adjusted EBITDA, as defined above, and now anticipates Adjusted EBITDA will likely be in a range of $270 million to $290 million.