Medidata Solutions

  • Running High, Stocks To Beat the S&P

    By Declan Fallon - August 8, 2013 | Tickers: MDSO, PAAS, PPC, POT, QIHU

    Once again, the S&P is running 10% above its average price for the year. This last happened in May and was soon followed by a 100+ point loss in the S&P. As outlined in my Investing Strategy, I consider this a time to consolidate and take profit: cut losers and restock the cash coffers either by selling positions and/or writing covered calls on profitable holdings.

    Of the 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 »

  • Sell in May, But Don't Go Away

    By Declan Fallon - May 8, 2013 | Tickers: AUXL, KKD, MDSO, THC, TSO, TFM

    The most recent high for the S&P qualified the market under a 'sell' criteria for my Investing Strategy. The last time this happened was in March-April 2012, when the index went on to shed nearly 11% from peak-to-trough by the time the market bottomed in June 2012. However, this should not be viewed as a clarion call to sell everything, but may instead offer a better opportunity to generate more »

  • 3 Post-Earning Stocks to Buy from Monday

    By Brian Nichols - May 1, 2013 | Tickers: HNT, MDSO, ROP

    With earnings season in full swing, you can capitalize on great value if you keep your eyes open. Stocks trade illogically or fundamentally change all the time following earnings, and in this article I am looking at three stocks that I’d buy after earnings on Monday.

    Health Net (NYSE: HNT)

    After a decade of flat trading, Health Net might not come to mind as a post-earnings stock to buy more »

  • Time To Make Money From Your Holdings

    By Declan Fallon - March 20, 2013 | Tickers: ARII, KKD, MDSO, THC, TSO

    In my Investing Strategy, I like to sniff around stocks which I have featured, when the S&P has experienced a period of selling. At current valuations, the S&P is at a point where I prefer to be lightening the load, or looking at setting up some covered calls to generate some funds. I had suggested some covered call opportunities on Feb. 1 around Tesoro Corporation (NYSE: TSO), Krispy 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 »

  • Medidata: Software-as-a-Profit Provider

    By Declan Fallon - August 10, 2012 | Tickers: BIOC, MDSO, MRGE

    Medidata Solutions (NASDAQ: MDSO) is a Software-as-a-Service (SaaS) provider to enable life science companies design and manage clinical trials. The stock IPO'd in 2009 at $14 a share and a brief rally in 2010 was quickly snuffed out before a second rally took hold mid-2011.  This rally took out its 52-week high and carried through to today.  In the early phase of the rally, there was a high volume more »