Viemed Healthcare Inc VMD

VMD is a value trap. IMO

[besttobe]

They need to get back to robust gowth and margin expansion. They have not shown they can. 

The easy money has been made. 

Bruce Campbell sold for a reason. Love him or hate him, he is a pro and has outstanding returns for a reason.

[JackLambert]

Do you think robust growth and expanding margins might help?   Really?  As has been said - look to the head count.  Then size the business and your expectations.    US Covid vases have been under 40,000 for a while.  I think we're almost back.  

[JackLambert]

And it's worth thinking about what an acquisition might look like.   If they drop the $100 mill shelf on a shop in the Denver Montana corridor that would give them perhaps a 100 headcount equivalent. That would move us to 650 staff. lSFCA gave us some numbers for what that would mean to volume and revenue.   That's enough horsepower to easily support 5000 new clients - in

[besttobe]

JACK...My opinion. I think I will agree with the Pro fund manager Bruce Campbell's opinion over yours.  Goodluck to you...

[JackLambert]

Appreciated.   I am long-ish.   So I will remain optimistic.   Frustrated and optimistic.   half way thru Q2 now.   Model Ys are in green this season.