Quality Systems, Inc. (NASDAQ:QSII)

Too expensive

fundamentals are good. technicals are saying Mega breakout coming.

A great company in an expanding industry. If you need further evidence of this growing trend (outside of President Bush's initiative), California Gov Schwarzenegger just introduced legislation that, among other things, requires electronic records by 2010 in hospitals and electronic prescription programs by the same time. If passed this should open up a very large market for small players like QSII.

its a good stock and i think sndk has a kidda monopoly in this field. I am sure that its going to outperform in few weeks. just like VTR did and doing again and again..

Quality Systems, Inc. founded in 1974, develops and markets information systems that automate certain aspects of the healthcare industry. The company offers a network of practices that include physician hospital organizations, ambulatory care centers and community health centers. Its business is divided into two division’s i.e. QSI division that includes development of software suites mainly for dental and niche medical practitioners and the NextGen Healthcare division that focuses on developing and marketing products and services for medical practices. The NextGen division generates the bulk of around 85% of the total inflows, and is a key driver for revenue and margin growth.

The healthcare industry is changing rapidly, the providers are increasing their reliance on technology to help maximize the efficiency of business practices, improving patient care, and maintaining the privacy of patient information. Adding to it the positives of changing paper records to digital ones have induced various hospitals to become the center of technology adoption. However, the automation of medical records has just reached 14% of all U.S. physicians, thus leaving a huge room for growth in the industry where revenues are expected to grow two folds in coming five years.

The company’s future looks appealing with higher anticipated growth in the industry and top performance of NexGen that has become one of the top hundred fastest growing technologies company. Quality System also has a strong order book, which will further have a positive impact on the financial performance and earnings quality. Adding to it, company’s long record of notching up higher returns in comparison to its peers, the increasing acceptance of NextGen software and its aggressive sales team, makes Quality System a positive investment.

As it's probably been said many times before: more baby boomers getting old = more demand on healthcare. The only thing I don't like is the high P/E, but I'm going to bet on those aging boomers!

Healthy Financials.. Market segment will see inevitable growth

This is a pick from Tom and I want to track it from 40.28.

You had me at "Quality..."

More and more boomers retiring, entering the healthcare system; demand for anything healthcare will rise and Quality Systems is poised with products to suit the needs of hospitals and private practices

electronic medical records only in it's infancy, no where to go but up and this is one of the best in the industry.

The hospital industry has to go full EMR to be competitive. Even with the competition, there is plenty customers to go around. Hospitals will also need to pay for support plans to keep their investments running. Due to the sensitivity and 24/7 need for patient data, companies like this are here to stay.

Hidden gems rec. I bought this at a split adjusted 25.50, and i am actually surprised it has not pass a 50% return yet. I have very high hopes for this company. The special divedends are a nice bonus as well.

Provides on-line medical billing systems, so Drs can get out of the paper shuffling business and back to what they do best.

SM Politcal Pick. Should go up due to Democrates in power.

Health care efficiency will be paramount as the baby boomers age.

has not been doing well as of late, just buying on a weakness here

Past few months have created an opportunity here I believe. Great track record of growth and good earnings on sales. Trading at a multiple where there is risk & expectation priced in, so disappointments in this security can be especially punishing. An investment here is an investment in management. An investment I am comfortable making.

Computerised medical records is being mandated by law and this should provide added impetus for earnings.