Almost Family, Inc. (NASDAQ:AFAM)

a++

largest provider in Florida where market entry is heavily regulated by the state. More demand as baby boomers get older

Magic formula pick

A detailed article argues the upside for afam:
http://seekingalpha.com/article/1112021-almost-family-micro-and-macro-strengths-at-a-disproportionate-discount?source=email_investing_ideas&ifp=0

under pressure due to gov regulations but stock price will recover as the long-term fundamentals of the health care industry emerge - lower costs, better care in terms of home health care, palliative care, and hospice services.

increased revenue by 6% compaired to last yr.same Q expected boost in in rev. 3rd Q. adoption of accountable care organization include multiptiple healthcare providers focused on on improving patient outcomes & reducing costs

Home nursing market is going to explode as the Boomers get infirm but want the comfort of their own (or their family's) home. My nurse practitioner daughter has been involved in this field for several years and is being hounded by headhunters.

Magic Formula

Time to buy in

Baby Boomers getting older

PSR and price to book both below 1, very nice. Also boasts outstanding ROA, about 50% better than industry average with ROI about 38% above industry average.

Aging baby boomer generation=increased demand

Small cap with good EPS growth rate. Quick Ratio of 2.9.

Double down. Regulatory concerns, yes... but demographic is aging and there is a gap to be filled between home and hospital.

$34.76 start price. down -55%.

Like what I see and seems to have been pushed too low without legit cause.

Shares down significantly in past 12 months, yet P/E at 6 and cash per share at more than 1/3 the share value today.

it was beaten too much. Company generates strong cashflow

i have to put my monopoly money on the table right now, and due the diligence necessary to put real money on the table immediately. it just sounds too good to be true, AND it's down 50% for the year.