Topics covered: P/E Multiple Expansion for Health Care IT, Health Care IT Consolidation, Electronic Health Records Implementation, EHR Bookings Growth Rate, Analytics for Evidence-Based Care Protocols
Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Scripps Networks Interactive, Inc (NYSE:SNI), Sirius XM Holdings Inc. (NASDAQ:SIRI), Omnicom Group Inc. (NYSE:OMC), Netflix, Inc. (NASDAQ:NFLX), Martha Stewart Living Omnimedia, Inc. (NYSE:MSO), Lions Gate Entertainment Corporation (NYSE:LGF), Interpublic Group of Companies, Inc. (The) (NYSE:IPG), DISH Network Corporation (NASDAQ:DISH), Walt Disney Company (The) (NYSE:DIS), Discovery Communications, Inc. (NASDAQ:DISCA), Procter & Gamble Company (The) (NYSE:PG), Pepsico, Inc. (NASDAQ:PEP), Coca-Cola Company (The) (NYSE:KO), Kimberly-Clark Corporation (NYSE:KMB), HSN, Inc. (NASDAQ:HSNI), Energizer Holdings, Inc. (NYSE:ENR), Estee Lauder Companies, Inc. (The) (NYSE:EL), Dr Pepper Snapple Group, Inc (NYSE:DPS), Colgate-Palmolive Company (NYSE:CL), Avon Products, Inc. (NYSE:AVP), AMC Networks Inc. (NASDAQ:AMCX), Time Warner Inc. (NYSE:TWX), Dreamworks Animation SKG, Inc. (NASDAQ:DWA), Coinstar Inc., Cerner Corporation (NASDAQ:CERN), athenahealth, Inc. (NASDAQ:ATHN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), MedAssets, Inc. (NASDAQ:MDAS), International Business Machines Corporation (NYSE:IBM), HMS Holdings Corp (NASDAQ:HMSY), General Electric Company (NYSE:GE), eHealth, Inc. (NASDAQ:EHTH), Majesco Entertainment Company (NASDAQ:COOL), Cigna Corporation (NYSE:CI)
