Seeking Alpha

Almost Family, Inc. (AFAM)

()

Instablog posts on AFAM

  • A Very Leverage-Wary Partridge in a Pair Tree by Daryl Davis
    A Very Leverage-Wary Partridge in a Pair Tree The mere thought of effective pair trading is alluring: Earn relatively safe (and often sizable) profits using other people’s assets. Imagine two companies from the same industry with similar business models but quite disparate... More »
    November 29, 2009 • AFAM, AMED, GTIV
  • Greenblatt on His Strategy: It's All about Discipline by John Reese
    Often times, investors get the idea that beating the market requires complicated strategies, whether in the form of complex mathematical formulas or highly technical timing mechanisms. Others assume that an investor needs to have some sort of specialized, inside knowledge or God-given natural... More »
    October 20, 2009 • PPD, GME, LHCG
  • Is Cheap Growth Still Available After Rally? by Davy Bui
    This was the theme behind my latest stock screen. After the massive run-up, investors need to be careful that laggards were not left behind for good reason. So I screened for cheap stocks relative to their expected growth rates while requiring high return on assets (ROA) and return on equity... More »
    October 13, 2009 • AFAM, ALGT, APEI
  • What the Market Wants: Feels Like Groundhog Day by David Brown
    (Monday, October 5, 2009 - 5:18 pm PDT)Today felt like Groundhog Day. Whereas in last week's newsletter I called the market "a mirror image" of its previous week, today it's the opposite. As I review last week's market performance, it's hard to find any changes from the prior week. In... More »
    October 5, 2009 • VIP, BARE, AFAM
  • Weighing the Business and Thinking About Markets by Daryl Davis
    This is the seventh in a series of articles covering the home healthcare industry. See part 1 here, part 2 here, part 3 here, part 4 here, part 5 here and part 6 http://seekingalpha.co....Facts are simple and facts are straight, facts are lazy and facts are late,Facts all come with points... More »
    May 26, 2009 • AFAM, AMED, GTIV
  • Old Hat Meditations by Daryl Davis
    This is the sixth in a series of articles covering the home healthcare industry. See part 1 here, part 2 here, part 3 here, part 4 here, and part 5 http://seekingalpha.co.... In the last article, we used AFAM as a case study to assimilate the dynamic drivers of VN admissions growth we... More »
    May 19, 2009 • AFAM, AMED, GTIV
  • Looking Forward to Patient Growth by Daryl Davis
    Looking Forward to Patient Growth  This is the fifth in a series of articles covering the home healthcare industry. See part 1 here, part 2 here, part 3 here, and part 4 http://seekingalpha.co.... “…after a repetition of similar instances, the mind is carried by... More »
    May 10, 2009 • AFAM, AMED, GTIV
  • Short Explanation by Daryl Davis
    Short Explanation This is the fourth in a series of articles covering the home healthcare industry. See part 1 here, part 2 here and part 3 http://seekingalpha.co...  The first three articles in this series should have served to contextualize the emergence and maturation of the... More »
    April 29, 2009 • AFAM, AMED
  • Technology, Nietzsche and Weapons of Mass Destruction by Daryl Davis
    Technology, Nietzsche and Weapons of Mass Destruction (This is the third in a series of articles covering the home healthcare industry.  See Part 1 http://seekingalpha.com/article/130009-home-healthcare-industry-ghosts-in-the-demographic-machine and Part 2... More »
    April 22, 2009 • AFAM, AMED, GTIV
  • Systemic Breakdown by Daryl Davis
    Systemic Breakdown (This is the second in a series of articles covering the home healthcare industry.  See first.) As demonstrated in the previous article, demographics have not been, nor will be for several years, a meaningful driver of admissions growth for home healthcare... More »
    April 16, 2009 • AFAM, AMED, GTIV

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