tag:blogger.com,1999:blog-7294165939647321702.post570085780779579495..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Viemed FliesSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-7294165939647321702.post-14683662616341308742018-09-05T00:52:53.880-04:002018-09-05T00:52:53.880-04:00Hi Barel,
I also sold half of my position and am n...Hi Barel,<br />I also sold half of my position and am nor far from pulling the trigger on the other half. What did it for me was not the valuation ( stock is still relatively cheap given the growth) but the crazy amount of options, restricted shares and other long term incentives that management grants themselves. In fact, they gouged so much that they have been able to turn huge revenue growth into virtually no income growth - pretty outrageous. I was disapointed to see that none of the conference call participants asked a single question about so much gouging for such a tiny company.Vincentnoreply@blogger.com