A couple of sells, some market commentary and a look at the portfolio from a defensive standpoint.
Tag: Viemed Healthcare
Viemed, Questor and Magna were the bright spots in what was a fairly uneventful start to the year. With the market undecided as to which direction it wants to go, I maintain my hedge but use up most of my remaining cash to add 4 new holdings to the portfolio.
I recently initiated a small position in this provider of in-home ventilation assistance for patients with end stage respiratory disease.