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RX: Bull or Bear? From:    SocialPicks  |  Blogsphere  |  All

From the Blogosphere

Is IMS Health a Good Investment?

Below is our investment analysis for IMS Health (RX).

Executive Summary

<>
  • Attractive and sustainable return on invested capital
  • Exceeded 100% over the past ten years
  • High customer switching costs should help sustain returns on invested capital over a long time period
  • Management team focused on delivering value to shareholders
  • CEO has meaningful equity ownership in t he company
  • The company has consistently delivered excess cash flow back to shareholders through dividends, stock buybacks, and paying down debt
  • Attractive valuation
    • <><><><>Current stock price implies a...
    By  trackseekingalpha   (-11.17%  risk: aggressive)  08/20/09 Comment


    IMS Health: Think Long Term

    IMS Health (RX) did not have a spectacular quarter, to put it mildly. Revenue decline (on constant currency basis) accelerated to 4% from a 2% decline last quarter. Pharmaceutical companies are becoming more stingy and thus RX’s business got pinched. However, most of the revenue damage is taking place on the consulting side of the business which accounted for about 20% of total revenues and less than that on a net income basis. Note that consulting is a lower profit margin business, and the revenues in that segment fell 17% for the quarter.

    <>The company lowered earnings guidance for the yea...
    By  trackseekingalpha   (-11.17%  risk: aggressive)  07/26/09 Comment


    Four Reasons Investors Are Wrong on IMS Health

    The word contrarian is often overused in investing - I have yet to meet an investor who bragged about being a crowd follower; therefore, everyone is a contrarian. Contrarian investing is very difficult as it requires one to be on the lonely side of the ledger as truly great opportunities present themselves in stocks that everyone hates, and thus, no one wants to own.

    IMS Health (RX) collects prescription data from transactions at pharmacies all over the world. It aggregates, analyzes, combines it with other databases, and sells it to pharmaceutical companies.

    By  trackseekingalpha   (-11.17%  risk: aggressive)  07/16/09 Comment


    A Global Small & Mid-Cap Health IT Index
    Mikerun
    73%

    <>The accompanying table presents statistics and the top five rated companies in the ETFI Global Health Information Technology [IT] Index, which is structured to include companies with market caps between $100M - $10B with the following business operations:

    1.) electronic transmission, storage, and processing of prescriptions – such as Allscripts-Misys Healthcare Solutions (MDRX)

    2.) secure e-mail transmission for healthcare facilities – such as Zix Corp (ZIXI)

    3.) electronic storage and systems for administrative functions of healthcare facilities and medical records – such a< />< />< />< />< />< />< />< /><><>< /><><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< />< />...
    By  Mike Havrilla   (+1.04%  risk: conservative)  11/14/08 Comment


    A Global Small & Mid-Cap Health IT Index
    Mikerun
    73%

    <>The accompanying table presents statistics and the top five rated companies in the ETFI Global Health Information Technology [IT] Index, which is structured to include companies with market caps between $100M - $10B with the following business operations:

    1.) electronic transmission, storage, and processing of prescriptions – such as Allscripts-Misys Healthcare Solutions (MDRX)

    2.) secure e-mail transmission for healthcare facilities – such as Zix Corp (ZIXI)

    3.) electronic storage and systems for administrative functions of healthcare facilities and medical records – such a< />< />< />< />< />< />< />< /><><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< /><>< />< />...
    By  Mike Havrilla   (+1.04%  risk: conservative)  11/14/08 Comment



    ROCK-STAR INVESTORS
    Rank Name Sharpe Ratio Avg Return Followers
    1 noshoes 21.10 +34.25% 381
    2 Gerald Greene 18.14 +72.34% 210
    3 stockmarketfunding.com 17.66 +25.65% 55
    4 akiralegrand 13.47 +14.32% 61
    5 anup2104 12.13 +76.91% 39


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    More Resources

    Graphic_arrow1 About IMS Health Inc. - Answers.com

    Graphic_arrow1 Historical Prices - Yahoo

    Graphic_arrow1 Message Boards - BoardCentral.com

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