HLTH Corp (HLTH)

ADD / DIST = B AND P/E > 100

RCJ

I like WebMD.

If you're bored, check out my personal site - http://www.ronchapmanjr.com

looks like a long term growth prospect with 36% gain over 30 years

HLTH just sold off it IT unit ViPS for a nice profit - bought in 2004 for $160M, sold to GDIT for $225 yesterday.

good

i am long this one now. one of my value investing plays.

Increase on 4 times normal volume.

sk

I just have a

Relatively simple business model that should do well as healthcare intelligence, particularly of the consumer-driven kind, becomes an increasingly valuable commodity.

WebMD is going to continue to increase its share in the HealthPortal and thus HLTH will improve.

Emdeon Corporation is in the business of providing technology based solutions for financial and clinical aspect of healthcare industry. It focuses on providing simplified business processes which help in the improvement of healthcare quality. The company’s operations are divided into five segments i.e. Emdeon Business Services, WebMD, ViPS, Porex and Corporate. Emdeon Business Services segment that provides services like electronic patient eligibility, benefit verification and communications services is an important revenue driver for the company. WebMD that provides services like health information services and health plans through its online portals and health-focused publications also contribute a sizable portion to the over all revenues.

The healthcare sector is seeing a growing reliance on Information Technology (IT), with digitizing of paper records. Further, the use of technology and its beneficial applications for healthcare business model is proving the additional push for demand of technology, from companies like Emdeon. This positive trend is estimated to notch double digit industry growth, with industry growing two fold by 2011.

Emdeon seems to have just completed its restructuring cycle for higher profitability. The sale of the Practice division to Sage Software and sale of more than half of its business to General Atlantic, have created a positive impact on the margins, and has prepared the company to focus on its core business. The year 2007, will see Emdeon reaping the benefits of its restructuring activity, further the recent $69 million acquisition of Subimo will help in providing added healthcare decision support applications to large employers. Moreover, company’s strong fundamentals, its positive industry outlook and expected buy back of $100 million stocks in 2007, makes Emdeon a worthwhile investment.

baby boomers+health concerns+easy internet access=growing market

Well-positioned in a growth industry.

Web MD is going to be a household name - look at all the commercials.

Sale of vips and tender offer @12.25 per share has done nothing but 2 downgrades

Relatively low PE for an internet stock and they are in a nice position if there is a healthcare boom.