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Opinions Peter Imhof
Jamieson WellnessJWEL.TOBUYNov 25, 2019
Peter ImhofStock price when the opinion was issued
As of Jun 19, 2026. Market Open.
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Canada's #1 brand in its sector, has 25% market share. Went public 6-7 years ago, and increased sales and profits every year. US acquisition should accelerate growth. Now controls direct distribution in China. Cheaper than ever at 18x earnings, but growth prospects are better than ever. High margin, high quality, steady. Great entry point. Yield is 2.32%.
(Analysts’ price target is $43.53)
He sold it after a recent disappointing earnings report (lowered their guidance a lot). After all, they're not in a cyclical business. Their acquisition of a Chinese company was interesting, though the structure was unusual--they bought $100 million in preferred shares with warrants but no dividend and took a minority share in the Chinese business. That was the right move in the Chinese market. Otherwise, JWEL's fundamentals didn't impress him. The stock isn't getting much love these days.
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. EPS at 34 cents that beat estimates by 2%. Sales of $112.3M were reported. Generally a good quarter. The focus on post covid health trends continue to be a tailwind. Attractive here. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Revenues beat street estimates by 4%. EBITDA was 2% better at $29M. It is trading at 26x earnings, which is reasonably considering the high growth expectations. There are competitors but they have strong market share. A higher risk buy for growth and some income. Unlock Premium - Try 5i Free
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Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Business has reamiend good and earnings growth continues to be expected. They raised dividends in August with more room to grow. The $6 decline is probably over done. Unlock Premium - Try 5i Free
Stockchase InsightsBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales beat expectations by 6% and earnings also beat estimates by 2%. Guidance was raised, which is also positive. The pull back that brought it down 16% is more market related than to do with the stock itself. It is a good time to add to this position. Unlock Premium - Try 5i Free
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