Still a company we really like. Both Mat and I hold it, and have zero intentions to sell. I think if the company can integrate the Handicare acquisition over the next few years, will be a strong tailwind for them.
That being said, it's been impacted by the pandemic a bit here. As we move forward, it's likely pandemic headwinds will subside. Then, it has to worry about rising material costs. However again, both of these are short term issues that I really don't think will impact the company in the long term.
I've owned this one since 2019. They have a dominant presence in an industry that is just going to continue to grow. I'll be patient with the company in the current growth selloff and simply collect the dividend.
For our most up to date thoughts though, we'll let you know when the company has filed earnings and we've updated our reports.They don't have a definitive date right now. But I'd imagine it's coming soon.