Viemed Healthcare Inc VMD

VMD or QIPT??

[westcoastlogger]

Debating in my mind whether to deploy some cash here or QIPT. QIPT is a hell of a deal right now but on the other hand folks seem to think earnings are more important than concentrating on growth. I tend to be a contrary SOB so maybe the contrarian thing to do, would go with the cheaper shares that are in full blown growth mode and will pay off down the road. I have plenty of both mind you, but have a hard time resisting good deals. What to do?? Who's buying these days and no, I don't mean the peanut gallery that have nothing constructive to say.

[lscfa]

Viemed had to expand sleep and oxygen segments because vent segment is slow. They've been telling us for 8 damn yrs that vents market is only 5% penetrated. They must be wrong.  Quipt is now entering diabetes segment. Cross-selling to existing patients with no increase in SG&A. 

[westcoastlogger]

Yes they have been saying that the market is only 5% penetrated and we hear endlessly that we have a growing grey tsunami out there also and with 11000 people/day turning 65 its just a matter of time I feel.. We also hear in both countries that the population with diabetes is increasing exponentially and it is from what I see, and talking to docs and clinitions because I'm type 1 and have been

[JackLambert]

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[JackLambert]

Agree.   The demographic data are not at dispute though   As LSCFA notes we have been hearing this for a while.   The revenue and head count numbers are growing nicely but it is not directly translating into growth in vent patients.  I have always said they are positioning for sale.   They are building the big V8 engine and leaving the drive train to someone else to

[westcoastlogger]

That prom dress might hit the floor also, when a decently enormous VA contract is announced, thus the abundance of RTs at the moment. Or something similar. In my opinion of course.

[JackLambert]

Right on.   You can explain the shallower growth in vent patients by the company standing back until the VA commits.    Again you don't need tens of thousands of vets to sign on before we are very busy.  its all positioning 

[69andcounting]

I know we agree that you're likely fine with either!  If I had available cash I'd buy more QIPT for one reason: even at VMD's depressed price have made lots on it already.  QIPT will take a while but like you've said, we're in it for growth not daily ups and downs.