Viemed Healthcare Inc VMD

Resmed

[JackLambert]

Today $273.  Very nice.   Perhaps it's time to give up the happy horsesh@t about CPAP Ssupply problems.

[JackLambert]

High flying Resmed down 2% after their third disappointing quarter in a row - but still 300% up since I bought them three years ago. ok - some tangible differences in the business model versus VMD.   But it continues to shock me how unforgiving the market has been to VMD. We beat earnings by 50%    RMD at PE of 84.   We are now 27.  Mystifying.  If I were a

[jomen1789]

> But it continues to shock me how unforgiving the market has been to VMD. We beat earnings by 50%    So true. Which makes me so angry at this. I am not gonna sell at this price. But it's frustrating why Viemed keeps going down, down and down, for almost a year now. Good news have no effect and any rumour of bad news that's immaterial in practice (Phillips recall or OIG hasn

[JackLambert]

It's unfortunately the case short term that these guys opinions matter more than the DCF    people don't do their DD they just jump on and off with the talking heads.   Every one is from Missouri today.  

[jomen1789]

Yep. For us retail investors, the only weapons we have are due diligence and patience. Sometimes we need that virtue to balance out our sin of greed. Some institutions are in show me mode, but with DD we saw that Viemed tipped  off some pocket aces in their hand. If Aug and Sept patient uploads continue the trend from June and July, Viemed might show them a full house in the next quarterly

[JackLambert]

I tend to agree.   The use of vaccines significantly changes the risk.  And even delta can be avoided with PPE and distancing.    The benefits of the remote application monitoring are very apparent during the pandemic.  so a reasonable mix of patience and optimism is the order of the day. I don't think it will be years till we see an uptick.  And some useful