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- Athenahealth: Impressive Company, Dangerous Stock
- Zachary Scheidt submits: Athenahealth Inc. ATHN has quite an impressive business. The company has taken the “Software-As-A-Service” model and applied it to the healthcare industry. While medical technology has advanced significantly over the past decade, Carl Byers athenahealth CFO told IBD that few advances have been...
- External links 2008-12-28
- The Ensign Group: Stable Medical Investment
- Zachary Scheidt submits: During difficult economic times, companies with stable cash flows and strong earnings often attract the interest of savvy investors. The Ensign Group, Inc. ENSG certainly fits the bill with its portfolio of medical care facilities across the Western United States. Not only does...
- External links 2009-01-06
- Amedisys: Buying out the Competition
- Zachary Scheidt submits: Amedisys, Inc. AMED has been knocked around by news quite a bit. In November, the company re-affirmed guidance for 2008 and received a 16% haircut in just one day. Conversely, when the company released guidance for 2009 in January, the stock rebounded 16%...
- External links 2009-01-17
- Quality Systems: Strong Quarter, Stimulus to Come
- Zachary Scheidt submits: Quality Systems Inc. QSII reported earnings late last week. Revenues came in well above consensus expectations as physicians continued to spend on technology. This spending is in spite of economic weakness and is certainly a good sign for this growing company. The...
- External links 2009-02-03
- China Medical Technologies: Retooling and Rebounding
- Zachary Scheidt submits: China Medical Technologies, Inc. CMED has rallied sharply in the last month after reporting earnings for its fiscal third quarter (ending Dec 31). While the results were a bit complicated due to some strategic changes to the business, it appears that core operations are...
- External links 2009-04-09
- Quality Systems in a Strong Position for More Gains
- Zachary Scheidt submits: Quality Systems, Inc. QSII continues to be on the cutting edge of commerce as the company offers a new way to take advantage of its medical record services. Just over a week ago, the company announced that it would offer both the NextGen Electronic...
- External links 2009-04-14
- Amedisys Shrugs Off Obama Concerns
- Zachary Scheidt submits: Amedisys, Inc. AMED is trading higher this week after a healthy earnings report. The company beat analyst expectations by two cents reporting EPS of $0.99 on revenue of $341.8 million. Both figures were up 60% compared to the first quarter of 2008. ...
- External links 2009-04-29
- Air Methods: Flying High
- Zachary Scheidt submits: Air Methods Corporation AIRM has rallied significantly in the past few months as the company has implemented changes leading to increased profitability. AIRM is the largest air medical transport company in the world and under its Community Based Services division, it operates out of...
- External links 2009-05-18
- Amedisys: Rally Ahead of Earnings
- Zachary Scheidt submits: Amedisys Inc. AMED has had a challenging year so far. The home healthcare provider has seen its stock cut nearly in half from its high in February, and while many stocks were enjoying triple digit gains off their March lows, Amedisys simply made up...
- External links 2009-07-21
- Amedisys' Blowout Quarter: More to Come
- Zachary Scheidt submits: Amedisys Inc. AMED released its numbers for the second quarter last week and the results were certainly impressive. The company realized EPS of $1.27 for the quarter which was up 67.1% over the same quarter last year. I must point out that even though...
- External links 2009-08-02
- Emergent BioSolutions: Little Risk, Potentially Huge Reward
- Zachary Scheidt submits: Emergent BioSolutions EBS traded sharply higher after releasing earnings Friday morning see conference call transcript here. The company reported a 68% increase in sales, leading to earnings of $0.48 per share. Investors celebrated by driving the stock price up 16% on volume that...
- External links 2009-08-09
- Genoptix: Adding Physicians, Growing Revenue
- Zachary Scheidt submits: Healthcare has been a controversial topic for US investors. Reforms to Medicare and regulations on private insurers will likely have an industry altering effect. There have certainly been some land mines to dodge when investing in this sector, but profitable positions have also been...
- External links 2009-08-12
- Athenahealth: A Reluctant Short
- Zachary Scheidt submits: I hate shorting good companies. While good companies often see their stocks rise to unsustainable levels, sometimes it is very difficult to explain why I want to profit from a falling stock even though I believe in the business that I am shorting. ...
- External links 2009-09-02
- Rising Costs Shouldn't Affect HealthSpring
- Zachary Scheidt submits: HealthSpring Inc. HS is fighting the battle of rising health care costs. The company operates affordable healthcare plans for individuals on Medicare in Alabama, Florida, Illinois, Mississippi, Tennessee and Texas. As the nation’s attention turns to healthcare reform measures, HealthSpring is building its...
- External links 2009-09-21
- HealthSpring: Higher Revenue, Higher Costs
- Zachary Scheidt submits: HealthSpring Inc. HS is fighting the battle of rising health care costs. The company operates affordable healthcare plans for individuals on Medicare in Alabama, Florida, Illinois, Mississippi, Tennessee and Texas. As the nation’s attention turns to healthcare reform measures, HealthSpring is building its...
- External links 2009-09-22
- Wuxi PharmaTech Reports Stellar Earnings
- Zachary Scheidt submits: Shares of Wuxi PharmaTech Inc. WX are trading sharply higher after the company announced a strong third quarter. The company grew revenue by 10% over last year for a total of $70.0 million while adjusted earnings per share grew 32% to $0.24 per share....
- External links 2009-11-18
- Emergent Biosolutions: Buying Opportunity
- Zachary Scheidt submits: Emergent Biosolutions EBS has seen some disappointments over the last few months. The company is the only provider of an FDA approved Anthrax vaccine and EBS primarily sells its products to the United States Strategic National Stockpile (SNS). While EBS enjoys a relative...
- External links 2009-12-08
Additional Resources
- Obama?s Budget and Healthcare Stocks Mix Like Oil and Water
- Zachary Scheidt submits: Healthcare stocks took it on the chin last week following Obama’s budget submission. The new budget calls for a National Health Insurance Program and sweeping changes to the current Medicare process. While the entire budget will likely be cut up, twisted, reformatted and...
- External links 2009-03-04
- Stimulus Package: There Is No Free Lunch
- Zachary Scheidt submits: As the House passes its version of the $819 billion dollar “stimulus package” and the Senate readies their nearly $900 billion dollar response, investors are going to have their hands full deciding exactly how to navigate the ramifications. Let me start by saying...
- External links 2009-01-29
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