Jason Del Vicario recently went to BNN and talked about Viemed, a company from Louisiana that provides equipment for patients with pulmonary diseases.
Here's a few numbers:
Performance since the beginning of 2019: 84%
Performance since december 2017: 290%
EPS: from 3 cents (2016) to 26 cents (2019) per share
Debt level: almost no debt
Current PE: 39
Forward PE: 21
Free cash flow growth: Steady growth over the last 2 years
These number are great. There are however 3 caveat:
1- It's a small cap (280 million USD). I don't really like small cap nor shall you;
2- They missed the estimates over the last 2 quarters;
3- It's on the stock market only since december 2017 (very short track record).
If you can read behind lines, you'll understand that it may be a buy, but a small buy. A long track record is very important in my opinion, which isn't the case here. But, still, on paper, that company has a lot of things I'm looking for.
A very rare case of an interesting small cap.