Allscript Misys Healtcar Solns (NASDAQ:MDRX)

CAPS Rating: 2 out of 5

The Company is a provider of clinical software, connectivity and information solutions that physicians use to improve the quality of healthcare.

Recs

1
Player Avatar FreeMortal (29.58) Submitted: 4/15/2010 10:23:42 AM : Outperform Start Price: $19.58 MDRX Score: -85.42

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

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