S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.
Will Amazon’s PillPack Purchase Boost Its Healthcare Expansion?
Amazon recently announced that it was purchasing PillPack, an online pharmacy that primarily serves customers who take multiple medications.
IQVIA Has Fallen 2.9%, but Analysts Are Still on Board
On May 16, IQVIA Holdings’ (IQV) closing price was $99.3, almost 2.9% lower than its closing price on May 15.
The Hospital Business Remains 1of HAE’s Key Growth Drivers
In fiscal 3Q18, Haemonetics (HAE) reported revenue of close to $46.7 million in its hospital business, a YoY (year-over-year) rise of ~9.1%.
Masimo’s Geographic Segments in Fiscal 2017
In fiscal 2017, Masimo generated an operating cash flow of $56 million—compared to $419.1 million in fiscal 2016.
Masimo and Its Peers: Analysts’ Ratings in March 2018
Of the five analysts covering Masimo in March 2018, two analysts gave the stock a “strong buy” rating, while three analysts gave it a “hold” rating.
Analyst Ratings for BioTelemetry and Its Peers in March 2018
Of the seven analysts covering BioTelemetry in March 2018, two have given it a “strong buy” rating, and five have given it a “buy.”
Understanding BioTelemetry’s Business Strategy
BioTelemetry’s (BEAT) business strategy is to solidify its position as a leading provider of outpatient cardiac monitoring services.
BD Advances Medication Management Business through Innovations
Becton, Dickinson and Company (BDX), or BD, established itself as the leader in the medication management market with the acquisition of CareFusion in 2015.
Why Amazon Wants to Partner with EHR Developer Cerner
According to CNBC, Amazon (AMZN) could be on the verge of making a deal with healthcare information technology company Cerner (CERN).
BD Stock Fell 2.7% on September 13: Should Investors Worry?
Becton, Dickinson and Company (BDX) closed at $196.62 on September 13, 2017.
Becton Dickinson’s CareFusion Synergies and Integration Progress
Becton Dickinson (BDX) expects the CareFusion deal to result in cost synergies of $325.0 million to $350.0 million by 2018.
Headwind for Becton Dickinson: US Dispensing Business
Becton Dickinson (BDX) is the leading player in the US dispensing business. Its Pyxis system sales contribute significantly to the company’s total revenues.
U.S. Moat Index: Analyzing Its Performance in April
TransDigm Group (TDG) rose 12% in April. Two other additions, Cerner and Guidewire Software, added to the U.S. Moat Index’s performance in April.
Understanding BD’s Business Model Changes in Dispensing
BD has accelerated its plans to shift from a product-centric to customer-centric end-to-end solutions provider through various collaborations and partnerships.
Chinese Trade Numbers Fall for 16th Straight Time: Effect on XLV
Chinese exports fell 25.4% on a year-over-year basis, and imports fell 13.8%, marking the 16th straight monthly decline. XLV fell 1.2% yesterday in response to the news.
Biotechnology Traded below Moving Averages in Last Week of August
Biotechnology and pharmaceuticals are the two largest subgroups of XLV. In the biotechnology subgroup, 100% of the stocks are trading below their 20-day, 50-day, and 100-day moving averages.
Blue Harbour Ups its Stakes in Allscripts Healthcare Solutions
Blue Harbour raised its stakes in Allscripts Healthcare Solutions (MDRX) in 4Q14. The company accounts for 5.91% of the fund’s portfolio in 4Q14.
Eminence Capital ups position in Allscripts Healthcare Solutions
Allscripts provides clinical, financial, and population health management solutions to physicians, health systems, hospitals, and post-acute organizations.
Computer Programs and Systems, Inc.’s superior value proposition
Computer Programs and Systems, Inc. (CPSI): Moat CPSI has a superior product and value proposition evidenced by their market share, ROE, margins, and through CUSH’s independent channel checks. CPSI has taken more hospitals to Meaningful Use than its next five direct competitors combined. Implementation of the CPSI’s EHR system is typically one to two months […]
Computer Programs and Systems, Inc.’s impressive management team
Computer Programs and Systems, Inc. (CPSI): Management team At CUSH, we hold a monthly investors club for area executives and other successful investors. One of the members got us excited about the idea after speaking very highly of the CPSI, sharing great insight. This, coupled with having recently read an article from Forbes[1. Forbes, “Land Shares […]
New hospital trends benefit Computer Programs and Systems, Inc.
Computer Programs and Systems, Inc. (CPSI) investment thesis This section includes a description of the business and a quick summary of the key points to the investment thesis, including how the idea was originally brought to our attention. Computer Programs and Systems, Inc. (CPSI) is a healthcare information technology company that designs, develops, markets, installs […]