A Unique Healthcare Play

Featuring Louis Llanes

Louis Llanes, Founder Of Wealthnet Investments, is betting on healthcare R&D firm IQVIA. He discusses his trade idea in this interview with Justine Underhill. Filmed on May 3, 2018.

Published on
10 May, 2018
Topic
Micro, Trading
Duration
8 minutes
Asset class
Equities
Rating
19

Comments

  • LA

    Linda A.

    26 7 2018 17:33

    1       0

    lol at end- gotta love Louis!

  • SS

    Sophocles S.

    17 5 2018 08:02

    2       0

    Bring in more people like Louis!

  • SH

    Syed H.

    13 5 2018 18:33

    1       0

    Great interview Justine. Keep it up.

  • JW

    John W.

    12 5 2018 11:39

    2       0

    Hey Louis, great analysis - I love your use of VWAP. These in-depth reviews are what I am here to see, and you are quickly becoming one of my favorites to watch here on RV. Side note - Quintiles was right here in my back yard in Cary NC.

  • MS

    Michele S.

    11 5 2018 14:35

    1       0

    As a fellow interviewee, I enjoyed your analysis (and pick)-I only wish I had seen it early yesterday for an entry around 99-up over $3.50 in a day-nevertheless, you are now on my radar.

  • KF

    Karen F.

    11 5 2018 12:03

    0       0

    In my point of view too much goodwill and debt on the balancesheet. Certainly for an outsource company.

  • GS

    Geoff S.

    10 5 2018 19:39

    5       0

    Interesting idea. Would love to hear more about the merger and how it has created the perceived competitive advantage. Also no word on valuation, unfortunately. It would be great if RV could capture those angles in its line of questioning with the money managers. Far more useful than stop loss/target prices, etc., which are less relevant to longer term investors.