Cerner Corp

  • 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 »

  • 3 Healthcare Information Service Companies Worth Watching

    By Madhukar Dubey - July 15, 2013 | Tickers: CERN, MDSO, WBMD

    The global market for healthcare information services is growing with improving economies around the world. The key growth driver is the rising need to capture and store patient records in electronic form. With the upcoming patent expiry of multiple major drugs, pharma companies are extensively going for clinical trials of their pipeline drugs, which is also driving demand for record maintenance.

    However, this expiry is creating issues for health information 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 »

  • Buy These Inflation Proof Stocks

    By Madhukar Dubey - February 20, 2013 | Tickers: CERN, KSU, WAG

    Ever increasing energy costs, along with the slowdown in the housing industry in the past, have forced investors to think about capital appreciation for their investments and invest in stocks that are less affected by such economic imbalances. This situation proved to be advantageous to large cap growth stocks. They took benefited from prevalent lower interest rates and attracted investors looking for long-term capital appreciation. 

    One of the investment management 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 »

  • 3 Fundamental Growth Picks for Your Portfolio

    By Piyush Arora - December 14, 2012 | Tickers: CERN, FAST, NVDA, QCOM


  • 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 »

  • Buy This Small-Cap Healthcare Company Before It Takes Off

    By Adam Levy - November 12, 2012 | Tickers: CERN, GWAY, WAG | Editor's Choice

    Small-cap companies can be risky, but with the right catalyst they can knock one out of the park for your portfolio. I’ve found a small-cap company in the healthcare industry that I believe has two strong catalysts to grow the company and take the stock price along with it for a ride.

    Greenway Medical Technologies (NYSE: GWAY) is healthcare software company that specializes in providing business services solutions to more »

  • 4 Hot Health-Care Stocks as ObamaCare Boosts Ambiguity

    By Chris Marasco - September 20, 2012 | Tickers: CERN, ISRG, MRK, PFE, UNH

    Kraft decided to spin-off its North American grocery business, so the Dow Jones dropped it from its list of 30 industrial stocks. In its stead comes UnitedHealth Group (NYSE: UNH), a $56 billion insurer that operates a network of 754,000 physicians and health care professionals through 5,400 hospitals.  According to the firm’s website:

    We have perhaps the largest network of physicians, hospitals, health facilities and caregivers in 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 »

  • Has HP Become a Turkey Vulture?

    By Roland Hughes - February 5, 2012 | Tickers: CERN, HPQ

    Quite possibly the best NCIS quote ever:

    “That’s what they call a turkey vulture. 20 years past a cougar, likes to hunt, but too old to take down the prey.” -- DiNozzo

    In a way, it is a fitting description of Hewlett-Packard (NYSE: HPQ). No matter what they purchase and try to kill off to promote their own less than mediocre stuff, it keeps coming back to life. In 2002 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 »

  • Price The Market Part 37

    By Glen Bradford - January 10, 2012 | Tickers: BSX, CAH, CFN, CELG, CERN

    Boston Scientific (NYSE: BSX) is bottoming. Target: $6-$7. Now is a good time to buy.