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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...]

Which Health-Care IT Companies Will Come Out On Top?

Wed, 28 Oct 2009 13:58:07 GMT

While health-care reform continues to be mired in debate, one of the few initiatives that has garnered bipartisan support has been the development of electronic health records (EHRs) and interoperable health-care information technology (HIT).[More...]

Earnings Preview For Sep 28 - Oct 2 - Earnings Preview

Sat, 26 Sep 2009 05:03:14 GMT

Five S&P 500 companies are confirmed to report: Constellation Brands (STZ), Darden Restaurants (DRI), Jabil Circuit (JBL), Nike (NKE) and Walgreen (WAG). A total of 27 companies are on the calendar.[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...]

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...]

Medical Devices - Industry Outlook

Fri, 10 Apr 2009 00:07:39 GMT

Since the beginning of the global economic crisis, medical device stocks have fared no better than the overall market with both down just over 40% since September 1 2008 on a market weighted basis. We continue to recommend that investors focus on companies providing life-sustaining products. These should remain insulated from the current economic crisis as target patients are unable to forego procedures. The recent slide in the market has left many strong companies looking very attractive. In the coming year, investors should allocate funds to companies with high earnings quality profiles. We recommend companies with the following characteristics: Size - (1) Larger companies will find it easier to survive any future liquidity issues and acquire new technologies at cents on the dollar Scope - (1) Companies providing life-sustaining products should remain insulated from the current[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...]

Healthcare Information Stocks Will Be A Stimulus Plan Benefactor

Thu, 19 Feb 2009 22:30:00 GMT

The Healthcare Information Services sub-sector will be a direct benefactor of President Obama's Stimulus Plan. The stocks in this sub-sector which should benefit are Athenahealth, Inc (ATHN), McKesson Corp (MCK), Allscripts-Misys Healthcare Solutions,[More...]

Beyond Stem Cells: Healthcare Hot Spots

Mon, 26 Jan 2009 18:09:00 GMT

With the surprise announcement last week by Geron (GERN) that the FDA would allow human clinical trials for embryonic stem cells, all companies in the underlying ETF Innovators Index to track the space are screaming higher again today – led by the company with the biggest gains over the past year, StemCells (STEM). Below are three additional areas and associated companies for investors to consider in the search of the next hot spots in the healthcare sector, including a focus on small/mid-cap companies which have the added potential to be acquired as part of renewed M&A in the sector this year. Molecular Diagnostics EXACT Sciences (EXAS) has rejected the hostile $1.50 all-stock offer from[More...]

New Equation Islamic Banking and Branch Automation System Set to Boost Albaraka Bank's Strategic Edge - Yellow Brix

Wed, 27 May 2009 10:52:00 GMT

Albaraka Bank Limited, the South African subsidiary of Bahrain- based Albaraka Banking Group B.S.C. (ABG) last year initiated an intensive project to replace its core banking system with the Equation Islamic Banking and Branch Automation System from Misys Plc., contributing to an improvement in the bank's competitive edge.
The multi-million Rand IT solution is in line with the bank's holding company's strategic direction and is being rolled out to select ABG subsidiaries around the world, inclusive of the South African banking operation.
Commenting on the systems change, Albaraka Bank's Information Technology Manager, Mr Naushaad Khan, said:

: iStockAnalyst.com Symbols Feed

InvestmentNews: Health IT Investing, Index Mention

Which Health-Care IT Companies Will Come Out On Top?

Earnings Preview For Sep 28 - Oct 2 - Earnings Preview

New Stock Indexes To Track Healthcare Trends

Health IT Index Outperforms Market, Sector

Congratulations: It's Time to Book Your Profits

Medical Devices - Industry Outlook

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

Healthcare Information Stocks Will Be A Stimulus Plan Benefactor

Beyond Stem Cells: Healthcare Hot Spots

New Equation Islamic Banking and Branch Automation System Set to Boost Albaraka Bank's Strategic Edge - Yellow Brix

Libertyville's Physicians Interactive Acquires MedManage

Allscripts to Announce Fiscal First Quarter Results on September 29, 2009; Company Appoints Vice President of Investor Relations

Senior China Systems Executive Joins Misys

The Brualdi Law Firm, P.C. Announces Class Action Lawsuit Against Allscripts-Misys Healthcare Solutions, Inc.

Allscripts Notified of Purported Class Action Lawsuit ; Company Will Vigorously Defend Stock Drop Allegations

Allscripts Notified of Purported Class Action Lawsuit

Brower Piven Encourages Investors Who Have Losses in Excess of $100,000 From Investment in Allscripts-Misys Healthcare Solutions, Inc. to Inquire About the Lead Plaintiff Position in Securities Fraud Class Action Lawsuit Before the October 5, 2009 Lead Plaintiff Deadline

Misys Gains Hat-Trick of 2009 SWIFTReady Accreditations for Its Transaction Banking Solutions

Kendall Law Group Announces Securities Class Action Against Allscripts-Misys Healthcare Solutions

Law Offices of Howard G. Smith Announces Class Action Lawsuit Against Allscripts-Misys Healthcare Solutions, Inc.

Shalov Stone Bonner & Rocco LLP Announces Class Action Filed Against Allscripts-Misys Healthcare Solutions, Inc.

Form 4 Vandenberg Brian For: Oct 28 (10K)

Form 4 Surges Jeff For: Oct 28 (10K)

Form 4 ALLSCRIPTS-MISYS HEALTHC For: Oct 28 Filed by: SHAPIRO LEE (10K)

Form 4 McPartland Eileen For: Oct 08 (10K)

Form 4 ALLSCRIPTS-MISYS HEALTHC For: Oct 08 Filed by: DAVIS WILLIAM J (10K)

Form 4 ALLSCRIPTS-MISYS HEALTHC For: Oct 08 Filed by: SHAPIRO LEE (10K)

Form 4 Surges Jeff For: Oct 08 (10K)

Form 4 Vandenberg Brian For: Oct 08 (10K)

Form 4 ALLSCRIPTS-MISYS HEALTHC For: Oct 08 Filed by: TULLMAN GLEN (10K)

Form 5 ALLSCRIPTS-MISYS HEALTHC For: May 31 Filed by: TULLMAN GLEN (10K)