Jamieson Wellness (JWEL.TO)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.  Covid has helped the company with consumers more aware of health. They beat sale estimates last quarter but missed on EPS. It’s trading within its expected growth rate. The health trend should be sustained even after covid. Unlock Premium - Try 5i Free

He likes the trend towards health and wellness through supplements and protein shakes. The company has been given a license to sell their branded product in China. His fund will continue to hold this stock.

(A Top Pick July 20/17, Up 56%) He looks for companies that dominate their market. This is the number one consumer healthcare brand. More than the next 5 largest competitors combined. It was a show-me story at the time. It needs to penetrate other geographical markets like China for continued growth. It is fairly valued at this price.

Smaller cap than she would buy. Vitamin manufacturer and retailer. A good one to own.

It is the most prominent name in wellness and vitamins. This company is becoming globally entrenched, but it is very Canadian. It will carry on growing. It has had great numbers. They are at the low end of the price range as holistic people would be willing to pay three times more for the pills. He thinks it has growth potential. (Analysts’ target: $22.25).

It is the MacDonald’s of the vitamin business. It is the number one Canadian consumer health brand. They have more market share than their 5 biggest peers combined. They have exposure in China. He thinks it will be a success-IPO story like DOL-T. It is now going to be a show-me story as they grow their top line.