• A Small Cap Company Making Waves in the Business Services Industry

    By Naomi Warmate-Igwe - July 29, 2013 | Tickers: MDRX, MGLN, PFMT

    The Business Services industry is more about companies providing business-related services to other companies or organizations. It is an industry that is highly fragmented with companies offering a variety of services that includes debt collection, legal services, marketing and advertising, logistics and shipping, consulting, human resources, security, leasing, and facility management.

    This is the industry Performant Financial (NASDAQ: PFMT) operates in. The company was founded in 1976. Its headquarter is more »

  • Is Quality Systems a Good Buy After Being Upgraded?

    By Anh HOANG - July 21, 2013 | Tickers: MDRX, MCK, QSII

    Recently, Quality Systems (NASDAQ: QSII) had advanced significantly, up more than 12%, from nearly $20 per share to nearly $22.40 per share in only one trading day. The positive momentum was due to the fact that Baird upgraded the company from neutral to outperform with the target price of $26 per share. According to analyst Eric Coldwell, Quality Systems was trading at a discount now. Should we be bullish more »

  • Why Did These 3 Healthcare Stocks Rally?

    By Leo Sun - July 16, 2013 | Tickers: MDRX, ATHN, WBMD

    Over the past few years, the Internet has given birth to a new sector of healthcare services that use cloud-based services to evolve how patients and doctors organize their information. As Internet connection speeds and server capacities improve, these companies, which include WebMD Healthcorp (NASDAQ: WBMD), Athenahealth (NASDAQ: ATHN) and Allscripts Healthcare Solutions (NASDAQ: MDRX), have dramatically outperformed the market over the past year.

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    Despite that strong price performance, these more »

  • This Company Is Facing Some Serious Long-Term Challenges

    By Erick Santos - July 3, 2013 | Tickers: MDRX, ATHN, GE

    Athenahealth (NASDAQ: ATHN) is an electronic medical records (EMR) company at its core. It provides billing software and health records software to medical organizations big and small. Last year, it had purchased Epocrates, a quasi-social media company that makes a nifty smartphone app that most healthcare providers carry in order to look up prescribing information and get medical alerts.

    Despite the promise implied by the Epocrates acquisition, this article aims more »

  • Big Insider Buys In These 3 Companies

    By Mike Thiessen - March 25, 2013 | Tickers: AKAM, ANV, MDRX

    Although the technique is by no means perfect, many successful investors have enriched themselves and their clients by watching under-performing stocks for early signs of insider buying. Since sustained bouts of insider buying often serve as early indications that a company is about to report a blockbuster earnings year or pull its stock out of a long-term down trend, it is only natural for market-watchers to jump on these signals more »

  • Is Allscripts a Buy After Intensive Insiders Buys?

    By Anh HOANG - March 18, 2013 | Tickers: MDRX, ATHN, CERN

    When insiders purchase the shares of their company, they feel confident that their company could experience a decent rise in the near future. Thus, investors could benefit substantially by following insider buys. On March 11, five insiders, including the CEO, bought 117,225 shares of Allscripts Healthcare Solutions (NASDAQ: MDRX) worth nearly $5 million. Since December 2012, Allscripts has risen dramatically, from more than $9 per share to around $14 more »

  • Allscripts Healthcare Solutions: Worth A Shot?

    By Anne Zieger - March 13, 2013 | Tickers: MDRX, CERN

    Allscripts  (NASDAQ: MDRX) has been through a pretty rough patch. The company, which makes electronic medical record software for large healthcare organizations, has seen turmoil and turnover on its board of directors, the departure of its CEO, a stinging rebuke from major shareholders, and the possibility of throwing in the towel and selling out.

    Not surprisingly, the tech vendor, which has a market cap of $1.8 billion, has seen more »

  • On Health IT, Fools Go With the Hot Hand

    By Dana Blankenhorn - February 28, 2013 | Tickers: MDRX, CERN, MCK, MDSO, QSII | Editor's Choice

    Last time we checked in on the health IT sector, it was on fire.

    Some $19.2 billion in federal stimulus dollars were headed the sector's way, to be doled out based on completion of “meaningful use” requirements then being written by a committee of government and industry bureaucrats.

    But writing and meeting requirements is one thing. Delivering value is something else. This has suddenly dawned on the industry more »

  • A Healthcare Hedge Fund Is Really Bullish About This Stock

    By Meena Krishnamsetty - December 28, 2012 | Tickers: MDRX, ATHN, CERN, MCK, QSII

    At the end of September, Healthcor Management’s largest 13F position by market value was its 14 million shares of Allscripts Healthcare Solutions (NASDAQ: MDRX) (check out more of their stock picks). Since then, the fund- which invests the majority of its capital in healthcare- has increased its stake to close to 16 million shares, giving it 9.3% of the outstanding shares of the provider of healthcare software and more »

  • Hedge Funds Bought Tripadvisor and These Other Stocks Recently

    By Meena Krishnamsetty - December 28, 2012 | Tickers: MDRX, HMA, HCLP, SCTY, TRIP

    We have been tracking recent 13D and 13G filings to see some of the stocks that various hedge funds are buying to get ready for 2013--at least those where the fund has taken a large enough stake to report a position. Investors can’t invest in every single stock that any hedge fund in our coverage universe is buying, but this list of stock picks can still be useful to more »

  • Does Catamaran Have Healthy Leadership?

    By Matthew DiLallo - December 12, 2012 | Tickers: MDRX, CTRX, CVS, ESRX

    Even at the fastest-growing pharmacy benefits manager in the country, Catamaran (NASDAQ: CTRX) needs to have healthy leadership to keep growing.  That leadership certainly starts with CEO Mark Thierer, but it doesn’t stop there.  That’s why investors can’t overlook the role that the company’s Board of Director’s plays in guiding the company. 

    The company’s board now consists of nine members, having recently added two more »

  • Time to Get on the Health IT Train

    By Greg Slabodkin - December 10, 2012 | Tickers: MDRX, CERN, MCK

    There’s a revolution going on in healthcare these days, and I don’t mean Obamacare. While information technology has become ubiquitous in our everyday lives, the healthcare industry has traditionally been slow to adopt IT. Thankfully, that is beginning to change.

    Although Obamacare contains some important health IT provisions, arguably President Obama’s most significant contribution to health IT during his first term was signing into law the 2009 more »

  • Investment Funds Are Circling

    By Robert Hanley - December 3, 2012 | Tickers: MDRX, ATHN, CERN

    Private equity firms are positioning for a buyout of Allscripts Healthcare Solutions (NASDAQ: MDRX), as confirmed by management on their third quarter conference call.  The company is the result of the 2010 merger between Allscripts and Eclipsys, a leading provider of IT solutions to the hospital market segment.  Post-merger results haven’t lived up to expectations though, causing investors to question management’s direction.  After the introduction of a poison more »

  • Insiders Here Don’t Think a Takeover is Necessary

    By Meena Krishnamsetty - August 6, 2012 | Tickers: MDRX, ATHN, MCK, QSII

    Quality Systems Inc. (NASDAQ: QSII), which provides clinical software for healthcare clients such as dentists and hospitals, saw three large insider transactions reported on July 31st. George Bristol, a member of the Board of Directors, bought 10,000 shares of the stock at an average price of $16.02. Insider buying is generally considered a bullish sign because insiders have an incentive to diversify their portfolios and cash flows more »

  • When Will it Be Safe to Buy Allscripts?

    By Keith Speights - April 30, 2012 | Tickers: MDRX, ATHN, CERN, CPSI, MCK, QSII | Editor's Choice

    Triple Whammy
    Allscripts (NASDAQ: MDRX) experienced a triple whammy last week. First, there was upheaval in their board with the chairman ousted and three directors apparently resigning in protest. Second, the company announced that its CFO was departing to go to another company outside of the healthcare industry. Third, Allscripts revealed that its earnings for the previous quarter were half of what was expected. It’s no wonder that the more »

  • Is This Stock Overvalued?

    By Christopher French - January 26, 2012 | Tickers: MDRX, CERN, QSII

    Cerner (NASDAQ: CERN) has been a popular name in the stock market with the federal government’s drive to modernize health records. Its stock, however, hasn’t been doing well recently as it appears to be overvalued at these levels.

    Cerner’s trailing 5 year valuation metrics suggest that the stock is overvalued, in my opinion. Cerner’s current P/B ratio is 4.6 and it has averaged 3 more »