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Trade: Buy PMTI
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Yesterday I bought Palomar Medical, a leading producer of aesthetic laser products. Along with steady growth and well managed financials (EBITDA/EV = 13%, normalized EBIT/EV = 9%, EBIT/TC > 100%) they have huge upside potential because of their partnership with consumer giants Gillette as well as Johnson & Johnson to make lasers that can be used at home. This feeds into secular trend due to the demographics of aging population. The stock was recently hammered due to a perceived miss in the royalty revenues PMTI receives from other competitors. In my opinion, this "miss" is not significant; the royalties are simply an indication of technology leadership. In the long term I expect PMTI as well as ELOS to dominate this niche and the sector to consolidate. | ||
