• The company is on a growth path due to increased incidence of colorectal cancer.
• Add to this, a windfall from a competitor winding down and revenue growth is accelerating and will accelerate more in H2 and next year.
• This will produce operational leverage and next year a substantial reduction in CapEx, so profit growth is likely to be brisk.
• We don’t think this sound prospect is fully reflected in the share price.

Source: InfuSystem Will Benefit From Tailwinds, But It Is Low On Cash – InfuSystem Holdings Inc. (NYSEMKT:INFU) | Seeking Alpha