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dbMotion an “Achilles’ Heel” for Allscripts Health Solutions Inc (MDRX)

May 22, 2015

Stifel Nicolaus & Co. Analyst Steve Rubis says one significant problem for Allscripts Health Solutions Inc (MDRX) is that its dbMotion business represents an “Achilles’ heel” for the company. “The issue is unifying Allscripts core systems on dbMotion will not result in the economies of scale or efficiency in R&D as long as you’re running two ambulatory EHRs, an acute EHR — Sunrise Ambulatory and Sunrise Acute EHR,” Rubis says. “There are too many systems, and you need to consolidate/unify those on one platform on the back end in order to drive the network effects.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Medidata Solutions Inc (MDSO) Poised for Pricing Power

May 22, 2015

Steve Rubis, Analyst with Stifel, Nicolaus & Co., says investors in health care IT should take a look at Medidata Solutions Inc (MDSO). He believes the company is well-positioned to have pricing power over the next five to 10 years. “It is the idea of what we call the era of biopharma productization. What that means is in the current environment, drugs are focused on running a trial, driving statistical significance, and with hopefully a better outcome than other therapies. And that is what drives the pricing and adoption,” Rubis says. “So in the era of productization, vendors think of Medidata and then CROs, the companies who are able to focus on leveraging data and technology to help biopharma build a better or more complete product, meaning to drive adherence and to drive intelligence around the patient state — and then ultimately help biopharma protect pricing...
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Dillard’s, Inc. (DDS) Benefits from Lower Import Prices

May 19, 2015

President and Portfolio Manager Barry James of James Investment Research says one of the macro trends he is seeing is the strength of the dollar. James wants to invest in companies that benefit from lower import prices and more domestic sales, and he says Dillard’s, Inc. (DDS) fits that bill. “It’s a department store that has been hitting new highs. Management has been buying back shares. We find that consumer confidence is high, and they get the benefit of these lower import prices, so it’s really helpful for them in terms of their earnings and their earnings growth,” James says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. James says another major trend he is seeing on the buy side also benefits Dillard’s: the drop in oil prices...
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Sonic Corporation (SONC) Picks Up Market Share Lost by McDonald’s Corporation (MCD)

May 18, 2015

Portfolio Manager Robert Klintworth of Chase Investment Counsel Corporation says his firm has added Sonic Corporation (SONC) as the company is gaining market share and posting good same-store sales every quarter. “As you’ve seen McDonald’s lose market share, you have seen companies like Sonic picking up market share,” Klintworth says. “They are starting to roll out technology, such as having digital menu boards that are interactive, and they are opening new locations. The company has also generated good free cash flow, which is important to them.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Klintwoth says Sonic’s success is due to management’s plan that they’ve stuck to over the years, which has resulted in continuous strong earnings...
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Cloud-Based EHR for Acute Space Could Be Game Changer for athenahealth, Inc (ATHN)

May 15, 2015

Stifel Nicolaus & Co. Analyst Steve Rubis says the game-changing opportunity for athenahealth, Inc (ATHN) will be in its efforts around developing a cloud-based EHR for the acute space. Rubis says the replacement cycle is not underway in a robust way because core vendors like Allscripts, Epic and Cerner continue to go to market with the value proposition that led the HITECH/ARRA-driven adoption super-cycle. “The EHR adoption super-cycle was based on the idea that there are government dollars, so vendors can charge high installation fees and significant maintenance as well, and at the end of the day vendors wanted to sell as many EHRs as possible,” Rubis says...
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Walgreens Boots Alliance Inc (WAG) Entering Telehealth Market

May 15, 2015

Charles Rhyee, a Managing Director and Senior Research Analyst covering the health care technology and distribution space at Cowen and Company, says one of the more interesting telehealth models he sees in the current market is clinics forming partnerships in the drug retail channel. For example, he says Walgreens Boots Alliance Inc (WAG) has a partnership with MDLIVE, in which the drugstore chain is piloting a virtual clinic in the back of the store. “There’s going to be a nurse technician there who can then help you with any type of instrumentation that you need to use, that will send images to the doctor real-time,” Rhyee says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Product Innovation Spurs Revenue Growth for IDEXX Laboratories, Inc. (IDXX)

May 14, 2015

Nicholas Jansen, Analyst with Raymond James & Associates, says consumers have been spending more on pet care over the last two years. Against that backdrop of an improving market, he says IDEXX Laboratories, Inc. (IDXX) has grown revenue with new product introductions. “IDEXX is the number one player in diagnostics globally for veterinary care, and they have launched several innovative products over the last few years which has resulted in their revenue growth accelerating from, let’s say, the mid-to-high single digits probably when the last time we spoke, to more recently to the low double digit,” Jansen says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Biotech Bull Run Accelerates WebMD Health Corp.’s (WBMD) Revenue

May 14, 2015

Nicholas Jansen, Analyst with Raymond James & Associates, says WebMD Health Corp. (WBMD) is one of a few companies that are benefitting from the re-emergence of the pharmaceutical drug pipeline. “With all the new drugs that are being launched, there are all kinds of targeted therapeutics going after smaller disease classes,” Jansen says. “And these pharmaceutical manufacturers need to market the product to the consumer and to the doctor, so they are utilizing WebMD’s websites, both webmd.com for consumers and medscape.com for physicians, to spend money on for advertising purposes.” FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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Laboratory Corp. of America Holdings (LH) Has Revenue-Synergy Opportunity from Covance Acquisition

May 13, 2015

Analyst Nicholas Jansen of Raymond James & Associates upgraded Laboratory Corp. of America Holdings (LH) to an “outperform” at the start of the year. Jansen says the acquisition of Covance, a clinical research organization, has afforded LabCorp a new growth outlet to diversify the business model. “What's the underappreciated aspect of the story is the revenue-synergy opportunity. As the CRO of Covance helps pharmaceutical manufacturers enroll patients into clinical trials, LabCorp has a gigantic database of patients that they can help the CRO with to help enroll these patients faster into clinical trials, which should ultimately result in more pharmaceutical manufacturers utilizing Covance for their CRO work relative to others,” Jansen says...
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Express Scripts Holding Company (ESRX) Likely to See Increased Demand

May 12, 2015

Morningstar Analyst Vishnu Lekraj says Express Scripts Holding Company (ESRX) is one of his top stock picks at the moment. He says the company is poised to see an increase in demand for its services. “It’s a pure-play pharmacy benefit manager, but the services this firm provides again push us through, or at least helps clients capture as much savings as possible from their drug benefit plan,” Lekraj says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. In addition, Lekraj says Express Scripts also helps clients run their drug benefit plans significantly more efficiently than they can do on their own — a service clients will increasingly be seeking in the coming years...
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Lower Profitability in Health Care Market Creates Demand for Cerner Corporation’s (CERN) Services

May 12, 2015

Morningstar Analyst Vishnu Lekraj says current challenges within the health care market actually create an opportunity for companies like Cerner Corporation (CERN) that help health care service providers make their operations as efficient as possible. Lekraj says companies like Cerner ultimately help providers capture savings. “So for instance, electronic records management makes a lot of provider networks more efficient, which theoretically will cut down on administrative and medical costs,” Lekraj says. “In addition to that, Cerner provides a lot of other patient population type of services, integrate those services into a provider’s network more easily, and therefore the provider can work with the insurance company more easily to help save on treatment cost and things of that nature...
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April a Mixed Month for Executive Turnover and Employment Growth

May 12, 2015

April was somewhat of a mixed month in relation to executive turnover as tracked by Liberum Research.  A number of key categories (All C-level, CEO, CFO and board of director changes) we focus on saw increases while others were just the opposite.  Overall executive turnover in the month of April was a bit more robust than the last few months but far from very positive in terms of total numbers.  Liberum’s executive turnover numbers dovetailed closely with ADP’s April Employment Report released early last week whose numbers were below most analysts’ expectations.  Liberum Resarch views the level of executive turnover as a key economic indicator for the ecoonomy...
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Alere Inc (ALR) to Leverage Top Line Recovery Into Meaningful Operating Margin Expansion

May 11, 2015

Analyst Nicholas Jansen of Raymond James & Associates says Alere Inc (ALR) is his favorite name of the year in the diagnostic space. He says the company has an opportunity to improve its operating margin profile over the next two to four years, largely due to the company’s new management. “The reason why I like it now is you have a brand new management team in place that has effectively enacted a meaningful amount of change in a very short period of time. If you delve through the details they had at an analyst day in mid-March, they highlighted the opportunity to drive meaningful improvement in operating performance as organic growth recovers alongside new product initiatives like molecular,” Jansen says...
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Newmont Mining Corp (NEM) to See Higher EBITDA in 2015 Due to Three Simultaneous Events

May 08, 2015

Portfolio Manager Marian Kessler of Becker Capital Management says the firm recently bought Newmont Mining Corp (NEM). It is the fund’s first venture into the gold mining space, she says, as Newmont has numerous things working in the company’s favor. “A third of Newmont’s costs are energy-related. They’re a heavy energy consumer; thus, if one-third of your corporate costs falls 50% in a nine-month period, that’s an enormously margin-enhancing and cash-flow positive event,” Kessler says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Kessler says that secondly, wage inflation in Newmont’s mining geographies has declined. Globally, wage inflation was running approximately 7% to 8% from 2010 to 2013, and is now down to around 2% to 3%, Kessler says...
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Sysorex Global Holdings Corp (SYRX) Blends Digital with Real-World Data

May 06, 2015

CEO Nadir Ali of Sysorex Global Holdings Corp (SYRX) says that over the past two years, the company has changed its focus from IT services to data analytics and location-based products. “Our focus really is all about the data analytics. You hear a lot about Big Data today from a variety of companies, and our positioning in the marketplace is that Sysorex blends digital data — which you would collect from traditional sources, whether it’s enterprise apps or your website, etc. — with real-world data. And what I mean by real-world data is location or temperature or other data in the environment around you,” Ali says. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE...
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