Fabrice Taylor Patient Home Monitoring PHM-X BUY Dec 10, 2013

Ranks 135 out of 700 stocks. Overall numbers seem reasonable. The latest earnings were slightly negative at -2.4%. Earnings estimates are expected to be $.03, but it is only covered by one analyst. Seems to be expensive.

Just announced they will be splitting into 2 companies. Made a fair number of missteps over the past 1-3 years. Bought a respiratory type of company, integrated it, and then decided to spin it out. He is not sure why they went this route. It was already a small company to begin with, and now you have 2 companies below $100 million market cap. Usually you want a company above that level, because that’s when fund managers can buy the stock and analysts start to cover it. Doesn't feel there was a big "value add" for splitting these 2 out. Wait for a quarter or 2 to see what the results look like. He is not a big fan of either company.

This was brilliant in the beginning, under different management, then it became a real downer and he is waiting to see it become seasoned in its separated roles.

This was making a number of acquisitions. One of the biggest was Sleep Management. About a year ago they announced they were going to spin the business off into 2 different segments, one company being Sleep Management, and the other would be the rest of their companies. Viamed will be the old Sleep Management and the rest will be under Apparo Home Care. Sleep Management appears to be growing the fastest with about 20% annual growth. This is trading at a fairly cheap multiple of their cash flow and earnings.

(A Top Pick March 10/17 Down 40%) He says this has now split into two companies. He owns the spin-off, but no longer holds this one.

(A Past Top Pick on April 26, 2017, Down 49%) They've split their operation into two, which if you add together is the former value of the company's stock. PHM died after that split with the other business's stock since flourishing. Now, PHM looks attractive.

This was a split-off company who struggles with a small market cap. He does not recommend this one. (Analysts’ price target is $0.35 )

(A Top Pick Jun 22/17, Down 70.80%) You got a 1/10^th of a VMD-X share for every PHM-X share you owned, and this increase the return on this pick. He only held onto the VMD-X shares.

(A Past Top Pick on July 26, 2017, Down 59%) A year ago they were two business units which put together are much higher than PHM today--one business was spun out.