Patient Home Monitoring (PHM-X)

(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.

(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.

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 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.

(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.

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.

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.

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.

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 were going to be splitting the company. He's been waiting for this for some time. It was probably about a year ago they said they were going to be splitting the company into 2 pieces. They’ve been working with CRA to get everything figured out. They are going to have a shareholders meeting and it is going to be voted on. He is surprised this is trading where it is, but it was probably a function of legacy issues, and is now probably a function of tax loss selling.

It was the ‘go-go’ stock a few years ago and now the one everyone hates. He gets a lot of calls. A lot of people are frustrated as they go through restructuring. They feel they are very close to getting approval to spin the company off into two. He focuses on pure numbers. They are fantastic. They grew their business to make up for the healthcare benefits cuts previously. The principles there now have a lot of stock that they bought at higher prices. They are growing organically. People need to be patient during the restructuring.

This seems to have been stuck in the $0.25-$0.50 netherworld for the last 3-4 months. It has been banging into a kind of moving average. Chart shows a huge base, and if it ever got its act together, it would probably get a lot of attention. A 1-year chart shows it bottomed at around $0.13-$0.14 followed by a little break out, a little resistance and a slowly falling trend line. Until it got above $0.50, he would not be interested. Being a Venture stock, it is probably very susceptible to news.

Right now, they are waiting for some regulatory information to come back, both from a tax perspective as well as a market perspective, when dealing with the regulators. Once that comes out, then it will go to a shareholder vote to split the company up. Thinks they have turned the corner and have started to execute very well. Have had 3 quarters of growing earnings and generating cash flow and higher revenue. Stock is super cheap.

This was a super stock in the beginning. It has the makings of something with new management in the US. Supposedly there is going to be a division of the assets. However, don’t forget, that everything that is in the medical sector is getting Trump-ized, so it is difficult at the moment. There is only one analyst on this, and he keeps giving it a “Buy”.