RE:Phm mentionedHere we go, Bruce Campbell commenting on PHM.
'Another fund holding, Patient Home Monitoring Corp. (PHM/TSX-V), is a former market darling that was left for dead, but is also now coming back.
The provider of in-home monitoring equipment and services to patients in the U.S. was pretty much buying everything it could about 18 months ago.
Campbell noted that the company was forced to right-size its business, and recently posted its first cash flow positive quarter ever.
“They sold some of the businesses that weren’t making money and brought their costs down,” he said. “Once people get passed the bad taste in their mouths, they are going to see it is cheap. It’s growing at a huge rate, but the market isn’t really rewarding it yet.”'