RE:Will a split be a good or bad thing for this stock?It will be positive though one will grow and earn at a faster rate than the other and pull ahead % wise. As a general rule pure plays usually always do better than ones that have their fingers in multiple businesses with GE a good example of this. Though almost 40 years of investing I have found this to usually be the case. These two businesses are related and in the same field of renting medical equipment but they do require different approaches for growth and cater to different types of clients with different medical problems. Making it easier for them to focus and for investors to understand all this usually commands a higher multiple share price wise as well. One only has to research oil companies or miners to understand this as too much diversity makes it more confusing for everyone with one product selling at a different profit % or loss effects the other and more number crunching is required this way.
In our case both companies will be good investments and with a focused approach both can grow faster than they would otherwise and be easier to understand. The downside in our case I feel is being easier to crunch the numbers and understand and being smaller capital wise because of the split makes them an easier target to take out if another company wants them. Which I hope does not happen for several years. N3