Hogue recommends Census Healthcare (SRTS), a medical device maker for non-invasive radiation therapy for skin cancers. He notes its unique FDA-cleared system for children and a high success rate. Despite volatile revenue, it rebounded 69% last year and is strongly profitable with a 29% operating margin, with analysts forecasting 24% revenue growth for the next year.
“The revenue here has been up and down but did Rebound 69% in the last year and this one is strongly profitable at a 29% operating margin”