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InvestmentNews: Health IT Investing, Index Mention

Thu, 05 Nov 2009 16:07:09 GMT

The Senior Editor of InvestmentNews, Jeff Benjamin, published an article today about investing in Healthcare Information Technology (Health IT) along with a reference to my Global Health IT Index and phone interview comments.[More...]

Cerner Corporation: Big Stock Market Winner

Fri, 10 Jul 2009 20:34:36 GMT

Cerner Corporation: Big Stock Market Winner by Alexander Green, Advisory Panelist Studies show that the average investor does far worse than the Dow Jones Industrial Average or the S&P 500. It’s not just that they’re not getting good advice. Most of them aren’t even asking the right questions. As a former money manager, I found my clients spent the majority of their time asking about - and fretting over - what lay just ahead for the economy and the stock market. Nobody knows the answers to those questions. So it’s far better to ask, “What companies are likely to thrive - and report enormous profit gains - in the[More...]

New Stock Indexes To Track Healthcare Trends

Sun, 28 Jun 2009 22:21:52 GMT

Below are new healthcare stock indexes I have created, revised, and tracked over the past few years which are now featured at a new website called Investars YOU. The new site includes automated index tracking and allows investors to create custom stock portfolios based on their individual preferences with the ability to invest real money by linking your brokerage account. The Cosmetic and Restorative Medicine Index (CRM) tracks the performance of companies that derive over 50% of revenue from (...)[More...]

Trends Shaping the Health Care Industry: Part 3

Mon, 08 Jun 2009 12:11:02 GMT

If you have not read the first and second parts of this article, please follow the prior links. By now, you should be getting a quick glimpse of the trends that are influencing health care companies operations and decisions. In my first article I discussed how the government’s and FDA’s agendas are affecting the health care industry, and in my second article, I examined recent M&A activity, generic competition, and trends within the CRO industry. In this article, I will touch over the things that are plaguing Managed Care Organizations (MCO) and Medical Supplies companies and forces that are inspiring growth in Health Care IT.[More...]

Best Stocks Of 2009 Review: The First Third

Sun, 10 May 2009 17:46:29 GMT

More than a third of the year has passed and the markets have rebounded nicely from their lows to turn a small profit on the year. It seems that the worst may be behind us when it comes to equity prices as many stocks have rallied more than 50% this year alone. Here at Bullish Bankers we published a “Best Stocks of 2009? newsletter at the beginning of the year, and our equities have performed very admirably when compared to our benchmark, the S&P 500. This article is designed to give a recap of how our equities have performed and give some additional explanation to our initial stock picking process. Through Friday, May 8th, our BB2009 Index has outperformed the S&P 500 by 11.51% on a geometric basis ex-dividend payments. Beside each of the sectors I have listed our three picks and the comparable ETF to show our relative performance on a sector by sector basis.[More...]

Health IT Index Outperforms Market, Sector

Fri, 08 May 2009 22:07:01 GMT

The ETF Innovators Health IT Index has been a strong performer over the past month, with many of the index components outpacing both the 12.7% gain in the S&P 500 ETF (NYSE:SPY) and the 6.5% gain in the Healthcare Sector SPDR (NYSE:XLV) during that period. The following are some top performing stocks from the index over the past month: Allscripts-Misys (NASDAQ:MDRX) up 15.8%, Cerner (NASDAQ:CERN) up 33.2%, Eclipsys (NASDAQ:ECLP) up 64.9%, athenahealth (NASDAQ:ATHN) up 33.1%, and Merge (...)[More...]

Congratulations: It's Time to Book Your Profits

Fri, 08 May 2009 14:44:06 GMT

Last November, after Obama's win, I realized one overlooked sector was going to rocket higher on government spending. And while all the suckers piled into alternative energy stocks – which were already at obscene valuations – I showed you a much better bet to pocket a 30% "boondoggle bonus" in 12 months. Well, it's been six months, and we're up 36% on our health care IT trades... Company Symbol Return since November 2009 P/E McKesson MCK 3% 10 Cerner CERN 50% 24 Eclipsys ECLP 18% 36 Quality Systems QSII 45% 27 Allscripts MDRX 79% 21 Athenahealth ATHN 27% 55 HMS Holdings HMSY 32% 32 Average 36% 30 All of these companies are working to bring America's old-fashioned hospitals and doctor's[More...]

What Is The Mo-Mo screen? 38 Stocks You Might Want To Know

Tue, 05 May 2009 13:05:43 GMT

We are now more or less two thirds of the way through earnings season. This seems like a good time to revisit a screen we first ran about a month ago. Using the data we generate as we scan over 7200 stocks and ETFs at Alert HQ, we assembled a screen that is composed of stocks with the following characteristics: The stock must have shown sequential quarterly growth as well as year-over-year growth in both EPS[More...]

Earnings Review Of Note Monday-Tuesday

Mon, 27 Apr 2009 11:59:36 GMT

Some names I am looking at early this week Monday Fund holdings - Baidu.com (BIDU) and First National Financial (FNF). The former broke through the 200 day moving average Thursday but I cut it down to 1 share on super froth. The latter has been stagnat the past 8 days, with each day an intraday low hitting the 50 day moving average. Very strange. I cut back a bit to a 2.5% stake since I have double jeopardy in these guys with FNF and FAF. I expect good things but the stock action has been weak"ish" and this is the more expensive of the two - not that[More...]

WSJ: Stimulus Funds For E-Records Augur Big Windfall For Small Health Firms

Wed, 25 Mar 2009 17:30:00 GMT

The Wall Street Journal had a piece yesterday on the whole medical IT electronic records theme we've been discussing for a few months (Jan 6, 2009: Analyst Throws Water on "Hope" in Medical IT) This is one of the Obama themes that unlike solar, or infrastructure stocks has actually stood the test of time - these stocks are simply on fire. While we own Quality Systems (QSII) (Jan 9: Bookkeeping - Starting Quality Systems) and have a big win in terms of % gain,[More...]

Regional Economy Shows a Slight Growth Upturn

Fri, 30 Oct 2009 07:51:00 GMT

Oct. 30--On the same day the U.S. government confirmed that the national economy is growing again, Kansas City area business leaders heard that the region is recovering even faster.
Even with the renewed growth, economist Frank Lenk said Thursday, the regional economy could take months to recover, and years to make up lost jobs.
The regional economy is likely to grow 2.4 percent in the next 12 months, according to the annual economic outlook from Lenk, the chief economist of the Mid-America Regional Council.

: iStockAnalyst.com Symbols Feed

InvestmentNews: Health IT Investing, Index Mention

Cerner Corporation: Big Stock Market Winner

New Stock Indexes To Track Healthcare Trends

Trends Shaping the Health Care Industry: Part 3

Best Stocks Of 2009 Review: The First Third

Health IT Index Outperforms Market, Sector

Congratulations: It's Time to Book Your Profits

What Is The Mo-Mo screen? 38 Stocks You Might Want To Know

Earnings Review Of Note Monday-Tuesday

WSJ: Stimulus Funds For E-Records Augur Big Windfall For Small Health Firms

Regional Economy Shows a Slight Growth Upturn

Cerner Corp. Reports 3 Percent Decline in Third-Quarter Revenue

Dow Returns to Familiar Ground, Closes Above 10,000 for First Time in a Year

The Stance for This Year: Bullish

Analysts Face Off on Cerner Stock

So Far This Year, Investors Are Driving Up Sprint Shares

UPMC Records Blamed in Death

YRC Worldwide Just Keeps on Truckin' Despite Market's Rough Day

Cerner Opens New Office in Saudi Arabia

Cerner Notches Record Sales

Quintiles and Cerner Work Together to Improve Efficiency of Late Phase Research Studies

RemoteScan, Leader in EMR Document Scanner Connectivity, Goes Ultra Green

Cerner Receives FDA Clearance for ProVision Workstation - Mammography Solution

Cerner Reports Second Quarter 2009 Results

Cerner to Release Second Quarter 2009 Earnings Results July 29

Cerner Corporation to Join the NASDAQ-100 Index Beginning July 17, 2009

Healthcare Industry Is Not Unaffected By Economy

American Sentinal University Provides College Credit for Cerner Certification Courses

Cerner to Hold Annual Shareholders' Meeting May 22

MMR Information Systems, Inc. Receives Licensing Proposal Involving the Company's Anti-CD20 Antibodies

Form 4 CERNER CORP /MO/ For: Nov 03 Filed by: PATTERSON NEAL L (10K)

Form 4 Nill Michael For: Nov 02 (10K)

Form 4 CERNER CORP /MO/ For: Nov 02 Filed by: HERMAN MICHAEL E (10K)

Form 4 WILSON JULIE M For: Sep 14 (10K)

Form 4 VALENTINE MIKE For: Sep 14 (10K)

Form 4 SIMS RANDY D For: Aug 14 (10K)

Form 4 CERNER CORP /MO/ For: Sep 11 Filed by: PATTERSON NEAL L (10K)

Form 4 CERNER CORP /MO/ For: Sep 11 Filed by: DEVANNY EARL H III (10K)

Form 4 SIMS RANDY D For: Sep 09 (10K)

Form 4 CERNER CORP /MO/ For: Sep 09 Filed by: PATTERSON NEAL L (10K)