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Spotlight On: Software And Programming

Sun, 16 Aug 2009 18:14:00 GMT

Spotlight On: Software and Programming The software industry is ever changing and subject to new mergers, acquisitions, partnerships and strategic alliances between vendors. The industry can be fairly described as consisting of tiers. Tier I vendors serve the upper end of the market. Their products are for the Fortune 500, multi-location, and multi-national companies. These companies have complex needs and rely upon ERP systems. The major Tier I players are SAP and Oracle. Tier II vendors focus on companies that are fairly complex and large and require significant work but are not as large as the the Fortune 500. This may be the sweet spot of the software industry. The market is fairly large and the customers require fairly sophisticated product and support. Leaders in this market are Lawson, Infor, and[More...]

Quality Systems (QSII) - Misses On Top, Bottom Lines But That's Ok

Thu, 30 Jul 2009 16:42:59 GMT

Again, fundamentals are more or less irrelevent so missing on the top and bottom line is ok now. Just buy stocks. Quality Systems (QSII) missed on both revenue and earnings but readers who have been around a while know the thesis on this sector. Obama will funnel many dollars to electronic medical records hence wait for the gifts to shower on these companies - this has been driving the group for over half a year now. (Mar 25, 2009: Stimulus Funds for E-Records Augur Big Windfall for Small Health Firms) In fact delays on these gifts from the taxpayers is the reason QSII said they missed the quarter. After dropping to support this morning, the stock has now[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...]

Jobless Claims Heading In The Right Direction

Thu, 18 Jun 2009 16:09:57 GMT

There were a couple more economic reports released this morning that show the economy is headed toward the path of recovery. The Philly Fed Index showed a much smaller than expected decline for June, coming in at -2.2 vs. expectations of -17.0. This is a small positive sign for manufacturing in that region. Also, the weekly jobless claims data came in-line at 608,000, but the continuing claims figure fell to 6.69 million vs. expectations that they would total 6.84 million. That is a nice drop, and supports the thesis that the worst of the job losses are behind us. The early leadership in the market is coming from financials and healthcare, while the laggards are tech and retail. Asian markets were lower overnight; the dollar is mixed this morning, while most commodities are lower (oil, gold); the 10-year yield is bouncing to[More...]

Quality Systems Inc. (Nasdaq: QSII): Stock Of The Day

Wed, 20 May 2009 14:02:00 GMT

Quality Systems Inc. (Nasdaq: QSII): Stock of the Day by David Fessler, Advisory Panelist Lowering the Cost of Healthcare: Getting Rid of the Doctor’s Manila Folder Walk into most doctors’ offices these days and you’ll see the crux of the problem: thousands upon thousands of manila folders, each containing a patient’s vital medical record history. The manila folder is a relic that has its roots in the earliest days of medical record keeping. It’s standard procedure for many older physicians, who are still used to walking around with them, scribbling nearly[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...]

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...]

Three Sectors And Two Stocks That Could Benefit From “Hope And Change” - Feb 3 2009 12:25AM

Tue, 03 Feb 2009 04:18:00 GMT

: iStockAnalyst.com Symbols Feed

Spotlight On: Software And Programming

Quality Systems (QSII) - Misses On Top, Bottom Lines But That's Ok

New Stock Indexes To Track Healthcare Trends

Jobless Claims Heading In The Right Direction

Quality Systems Inc. (Nasdaq: QSII): Stock Of The Day

Congratulations: It's Time to Book Your Profits

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

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

Three Sectors And Two Stocks That Could Benefit From “Hope And Change” - Feb 3 2009 12:25AM

Three Sectors And Two Stocks That Could Benefit From “Hope And Change” - Jan 30 2009 7:14PM

Virtua Selects NextGen® EHR to Support Quality Initiatives

Quality Systems, Inc. Ranks Third on Forbes Annual List of America's 200 Best Small Companies

Quality Systems, Inc. To Host Investment Community Analyst Day During Its Annual User Group Meeting

Quality Systems, Inc. To Present at the JMP Securities 2009 HealthCare Focus Conference

Piedmont Medical Care Corporation Expands Its Use of NextGen® Technology

Unilife Announces Preliminary Final Results for Year Ended 30 June 2009

Community Health Centers Nationwide Select NextGen® Technology

Quality Systems Reports Fiscal 2010 First Quarter Results

Patni Q2 Revenues Up 3.3% at $161.9 Million Net Income Up 91.7% QoQ & 18.7% YoY

Quality Systems, Inc. To Host 2010 First Quarter Results Conference Call

Form 4 Brennan Murray F For: Nov 04 (10K)

Form 4 Barbarosh Craig A. For: Nov 03 (10K)

Form 3 Barbarosh Craig A. For: Sep 17 (10K)

Form 4 HUSSEIN AHMED D For: Sep 18 (10K)

Form 4 QUALITY SYSTEMS INC For: Sep 17 Filed by: KAPLAN PHILIP N (10K)

Form 4 Pflueger Russell For: Sep 15 (10K)

Form 4 Davis Joseph For: Sep 04 (10K)

Form 4/A Bristol George H For: Aug 28 (10K)

Form 4 Davis Joseph For: Sep 02 (10K)

Form 4 Bristol George H For: Aug 28 (10K)