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Bright Horizons Family Solutions (BFAM +4.1%) gets a lift from an initiation at Jefferies. Dan...

Bright Horizons Family Solutions (BFAM +4.1%) gets a lift from an initiation at Jefferies. Dan Dolev starts the shares at Buy with a $41 price target citing expectations of accelerating "healthcare costs, international expansion, cross-selling, and capacity utilization."
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Comments (1)
  • rhgordon3505
    , contributor
    Comments (28) | Send Message
     
    great company, great business model, don't know about the equity valuation. the key to the company, and why it's growing much faster than industry peers, is that there business focus is on opening and operating centers in partnership with corporate clients, and in the client's facility. This provides BFAM with a built-in, extremely low-turnover clientele, prepayment of fees and a revenue stream not dependent on walk-in, pay-as-you-go volume.

     

    not sure of the healthcare angle except somewhat obliquely, the assumption being that rising healthcare costs are one factor that continues to drive the need for two-earner families needing child care facilities.
    30 May 2013, 10:50 AM Reply Like
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