QuadraMed Corp (NASDAQ:QDHC)

Smittyc5 (< 20) Submitted: 11/16/2007 7:04:09 PM : Start Price: $11.80 QDHC Score: -23.09

a little competitive stock service suggested this one - waiting for a history to develop with them but their apps are in need. small enough that a couple good quarters could rocket this one.

FoolishHobbes (87.98) Submitted: 10/18/2007 8:53:56 PM : Start Price: $13.85 QDHC Score: -29.10

Margins are trending strongly upwards. New products in the pipe. Promising ROI and ROA trends.

craigflannagan (31.78) Submitted: 6/22/2007 10:27:10 PM : Start Price: $15.95 QDHC Score: -39.33

igc

muzzybelly (< 20) Submitted: 5/23/2007 3:46:13 AM : Start Price: $16.00 QDHC Score: -38.25

Preferred stock is not a great concern. The common stock can be diluted only by 42%, not the 90% previously mentioned, and more importantly that dilution is already factored into the financial statements. P/E ratio, for instance, assumes full dilution. Preferred stock financing also gives many benefits, including the absence of debt.

Otherwise, company has very strong fundamentals, and an outstanding cash flow ratio of about 30m annually (using current run rate) against a $140m EV.

EV-Ebitda ratio significantly understates the company's performance because it has so much deferred revenue is deferred -- which exposes shareholders to significant operational risk but also carries potential for dramatic revenue growth.

tcwillow (86.78) Submitted: 4/25/2007 11:23:25 PM : Start Price: $15.30 QDHC Score: -37.93

niche filling technology and service

Dizzy99 (< 20) Submitted: 4/8/2007 9:57:56 PM : Start Price: $16.00 QDHC Score: +43.49

The secular dynamics of the industry are fine but QD has a major capitalization issue with its preferred stock issue. The preferred stock is convertible and mgmt does not get that they should have tried to force a conversion in May instead they passed on that and the stock will have this massive overhang.

The pref stock dividend is abou $5MM per year after tax and the conversion feature can result in over 90% dilution. You're paying close to 10.0x EV/EBITDA for a business with major cap structure issues, there are much better places to park your $.

matt2brad (20.55) Submitted: 3/27/2007 9:20:53 PM : Start Price: $15.45 QDHC Score: -43.30

The company has been on a turnaround for several years recovering from delisting to once again hit the boards. Its in a hot space medical information company and has a 10+ year pedigree with solid products which are well respected in the industry. They have a significant install base and our poised for growth or takeover target.

evidente (< 20) Submitted: 3/21/2007 1:59:13 PM : Start Price: $14.95 QDHC Score: -42.08

time to buy...market has over reacted to qtr. earnings. CEO and his mang. team know what they are doing. lets ride this turnaround up.

mrquarterback (66.62) Submitted: 11/21/2006 2:18:00 PM : Start Price: $15.25 QDHC Score: -44.02

The medical field has to go digital!

KindOfFool (< 20) Submitted: 11/20/2006 9:21:21 PM : Start Price: $14.95 QDHC Score: -43.00

Given the renewed push to clean up the IT support for healthcare industry, this company 's business is on solid ground. They have added new customers and are cleaning their receivables which should increase their revenue in the coming quarters.

However, this company is still a smaller player compared to the big ones, so don't expect phenomenal returns on this stock.

GrandeEd (< 20) Submitted: 11/14/2006 9:48:08 PM : Start Price: $15.00 QDHC Score: -43.87

Multi-million dollar contract with the Veterans Administration (VA) won 10/31/06! The VA is the largest Health Care provided in the US. The VA is a Federal agency, so the money is assured. The VA is also expanding Hospitals and Clinic and all will use QD software!