Athenahealth

  • 3 Computer Services Firms that Stand Out

    By Phillip Woolgar - July 24, 2013 | Tickers: ATHN, BMC, SOHU

    The computer services field is typically loaded with a tremendous amount of competition. However, there are several companies that have either managed to find a niche, or dominate in a sub-sector that is riddled with competition.

    Sohu.com could be the Chinese version of Google and Facebook combined

    Sohu.com (NASDAQ: SOHU) is an interesting play that relies heavily on the viability of China's internet industry. It operates the more »

  • Can This Tiny Healthcare IT Outsourcer Play With the Big Boys?

    By Robert Hanley - July 24, 2013 | Tickers: ATHN, CERN, STRM

    Domestic spending on healthcare is clearly on an unsustainable growth path, with $2.8 trillion spent in 2012 according to the Centers for Medicare and Medicaid Services, roughly 17% of GDP.  The potential solutions to the problem are varied, but technology will certainly play an increasingly large role in lowering costs.  The federal government has been doing its part to foment the adoption of technology products, offering approximately $35 billion 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.

    <img alt="" src="http://media.ycharts.com/charts/2220e6db62da0ec0b657123ba41e97e0.png" />

    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 »

  • A West Coast Hedge Fund Is Bullish On These 5 Stocks

    By Meena Krishnamsetty - May 24, 2013 | Tickers: ADBE, ATHN, PANW, PCLN, WYNN

    Criterion Capital Management is a San Francisco-based investment adviser specializing in global technology, media and telecommunications. The fund is managed by Chris Lord, David Riley and Tomoko Fortune, and recently filed its latest 13F with the SEC, describing some of its main investments during 2013’s first quarter.

    The tippy top

    The largest equity position in Criterion’s 13F was networking and communications company Palo Alto Networks (NYSE: PANW). During more »

  • 5 Solid High Growth Oversold Stocks

    By Anthony Parsons - May 21, 2013 | Tickers: ANV, ARUN, ATHN, XXIA, ZAGG

    This article will focus on five stocks that were uncovered using a stock screener on May 8, 2013. This is meant to help you identify companies that have the potential to provide significant returns.  Many of these stocks have seen large price decreases over the past year, and now might be a great time to scoop them up. 

    The stock screen was meant to identify companies that have high earnings 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 »

  • Which Cloud Companies Might Be Bought Next?

    By Dana Blankenhorn - February 14, 2013 | Tickers: ATHN, EBIX, SAP, TIBX, WDAY

    One of the more interesting data points to emerge from 2012 is that “the cloud” dominated merger activity during the year. 

    Some of the biggest deals involved cloud applications that could be sold to enterprises, specifically Oracle's purchase of Taleo and IBM's purchase of Kenexa.

    Obviously there remains a big appetite for cloud applications. So who might be the next to go?

    Workday

    Workday (NYSE: WDAY) only went more »

  • Battle over "Mobile Healthcare"

    By Mike Thiessen - January 15, 2013 | Tickers: ATHN, EPOC, WBMD

    Electronic health record and practice management provider Athenahealth (NASDAQ: ATHN) recently announced its intention to purchase mobile medical-reference and "point-of-care" provider Epocrates (NASDAQ: EPOC) for about $293 million in cash. Under the terms of the formal offer, San Mateo, California-based Epocrates shareholders would receive cash payouts of $11.75 per share. No options or purchase warrants would be extended or exchanged. Depending upon the speed with which it is approved more »

  • 2 Mistaken Reasons to Sell Salesforce.com

    By Robert Baillieul - January 11, 2013 | Tickers: ATHN, ORCL, RAX, CRM, SAP | Editor's Choice

    Salesforce.com (NYSE: CRM) just can’t get any love.

    The Motley Fool Caps community rates the stock an abysmal 1 star and there’s a persistent stream of negative commentary about the company. Yet revenues continue to grow at double digit rate and the stock has recently hit a new all-time high.

    What are investors missing?

    Let’s take a trip to Jellystone Park and address some of the worst bear arguments against Salesforce.com.

  • 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 »

  • 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 »

  • Three Healthcare Stocks Top My Watch List

    By Matthew DiLallo - June 8, 2012 | Tickers: ATHN, CHSI.DL, CTRX, ISRG, MAKO

    Having just added a health care REIT to my paper trading portfolio that I call the “No Drip, No Mess” Portfolio I’m looking to add a few industry related companies to my watch list.  Today I am adding three companies that work to improve the lives of both patients and doctors while saving money in the process.  I’ll look to add one of these companies to the portfolio 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 »

  • The Meaningful Use Money Trail

    By Keith Speights - April 25, 2012 | Tickers: ATHN, CERN, CYH, HCA, HMA

    Some very meaningful amounts of money have been trading hands in the health care world over the past year in the pursuit of Meaningful Use dollars. The Centers for Medicare and Medicaid Services (CMS) recently reported that nearly $4.5 billion in incentives for providers to implement electronic health record (EHR) systems has been paid out so far with more to come. Let’s examine the money trail for these more »