Allscript Misys Healtcar Solns (NASDAQ:MDRX)
CAPS Rating:
The Company is a provider of clinical software, connectivity and information solutions that physicians use to improve the quality of healthcare.
The Company is a provider of clinical software, connectivity and information solutions that physicians use to improve the quality of healthcare.
Recs
Looks like a winner
Macro:
Good sales; Growing with the healthcare industry; benefits from stimulus money; plenty of doctor's offices that have not yet upgraded -room to grow recurring revenue.
Fundamentals:
Minimal debt
Earnings growing relatively fast and price has not yet caught up.
Stalwart earnings history.
No stock is perfect, here are some the cons:
Cashflow is tight and spread out
Much of their assets are either intangible, or in receivables
PE is kinda high, even for a tech company (although earnings growth is pushing this down)
19% short interest