Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
Hospitals Expected to Grow Their Health Care IT Spending
October 06, 2017
Dodge, Sean
Modest Growth Expected for Health Care IT
October 06, 2017
Jansen, Nicholas
Understanding What You Own and Investing in Enduring Businesses
June 30, 2017
Auxier, J. Jeffrey
Striking a Balance Between Opposing Investment Imperatives
April 21, 2017
Weary, Thomas M.
Healthy Spending in Health Care Education Technology
October 21, 2016
Colicchio, Vincent
A Healthy Market Backdrop for Health Care IT Companies
October 21, 2016
Hooker, Donald
Stable Pricing and Improved Volumes for Medical Devices Sector
July 29, 2016
Kumar, Vijay
Maintaining a Patient Mindset in a Difficult Environment
July 15, 2016
Raclin, Jonathan S.
Health Care IT Products Target Changing Reimbursement Environments
March 18, 2016
Cherny, Michael
Slowed Growth in the Health Care IT Space as EHR Matures
March 18, 2016
Rhyee, Charles
Value-Based Reimbursement and Increased Consumerism Drive Health Care IT Revolution
March 11, 2016
Hooker, Donald
Focusing on Diversification, Buying Funds at a Discount and Distributions
February 12, 2016
Raclin, Jonathan S.
Innovation and True Technology Solutions Key to Health Care IT Success
October 23, 2015
Rubis, Steve
Stable Growth in the Health Care IT Sector
October 23, 2015
Hooker, Donald
Health Care Services Firms That Push Savings and Efficiency to Benefit in the Long Term
April 21, 2015
Interoperability the Next Key to Making Health Care Delivery Successful
April 20, 2015
Shift to Fee-for-Value in Health Care to Challenge Legacy HCIT Vendors
April 17, 2015
Market Pause in Health Care IT to be Followed by an Acceleration in Spending
April 16, 2015
Analytics Side of Health Care IT Best-Positioned for Growth
April 03, 2015
Reimbursement Shift Toward Quality of Care Drives Health Care IT Adoption
October 20, 2014
Teleheath and Analytics Development Open Opportunities in Digital Health Care Space
October 09, 2014
Understanding Long-Term Growth Trajectories Key to Health Care IT Investing
October 08, 2014
Investing in Closed-End Mutual Funds with a Focus on Diversification and Distributions
August 25, 2014
Health Care IT Companies Hunt for Growth as Market Becomes Smaller
May 06, 2014
Data Analytics the Next Major Phenomenon in Health Care IT
May 05, 2014
Revenue Cycle and Population Health Management Provide Next Leg of Growth in Health Care IT
April 22, 2014
Opportunities in Health Care IT After Recent Stock Pullbacks
April 22, 2014
Diversifying a Portfolio with Closed-End Mutual Funds
December 31, 2013
Significant Replacement Cycle and Consolidation Expected in Health Care IT
October 08, 2013
Advantages for Value-Based Health Care IT Vendors Exposed to Hospitals
October 08, 2013
Secular Shifts in Health Care Delivery Drive Demand for IT Systems
October 07, 2013
EHR Expansion Continues to Drive Growth in Health IT Space
October 16, 2012
Constructive Outlook on Health Care IT Tied to Drug Development and Fraud Prevention
October 11, 2012
Tipping Point in Adoption of Health Care Technology
April 27, 2012
Interoperability & Data Analysis Are Key to Evolution in Health Care IT
April 25, 2012
EHR Adoption Continues, Penetrates Smaller Practices
April 25, 2012
A Fundamental, Bottom-up Large-cap Investing Strategy - Edward O'connor - Cooke & Bieler
December 19, 2011
Home Health Care Providers Implement Ehrs - Eugene Goldenberg - Bb&t Capital Markets
October 31, 2011
Strong Domestic Media Ad Budgets & Secular International Growth - Vasily Karasyov - Susquehanna Financial Group Lllp
October 31, 2011
Luxury & Higher-ticket Retail Performance & Outlook - Daniel Hofkin - William Blair & Company, L.l.c.
October 31, 2011
Brand Loyalty Drives Pricing Power In Consumer Products - Ali Dibadj - Sanford C. Bernstein & Co., Llc
October 31, 2011
Top Ehr Picks In Health Care It - K. Newton Juhng - Fbr Capital Markets & Co.
June 27, 2011
Trends In Hospital & Physician Office Ehr Adoption - Jamie Stockton - Morgan Keegan & Co., Inc.
June 27, 2011
Ehr Meaningful Use Plays In Health Care It - Steven P. Halper - Stifel, Nicolaus & Co., Inc.
June 27, 2011
Medicare Uptick Boosts Managed Care - Chris Rigg - Susquehanna Financial Group Lllp
June 27, 2011
Drilling Recovery Results In Large Rig-build Cycle - Edward C. Muztafago - Societe Generale
June 27, 2011
Spending Picks Up In Health Services - Stephen Unger - Lazard Capital Markets
November 16, 2010
Valuation, Quality & Consistency - Leon Loewenstine - Riverpoint Capital Management
October 18, 2010
For Health Care It, Growth Full-steam Ahead - Michael Cherny - Deutsche Bank Ag
October 04, 2010
Not All Hit Companies Created Equal - Gene Mannheimer - Auriga Usa, Llc
March 11, 2010
A Push Toward Ehr Adoption:activators Vs. Laggards - Michael Cherny- Deutsche Bank Securities, Inc.
March 11, 2010
A Strong Tailwind For Ehr - Sean Wieland - Piper Jaffray & Co.
March 11, 2010
Interpreting Post-run-up Valuations Of Western Banks - Edward Timmons - Sterne, Agee & Leach, Inc.
March 08, 2010
A Close-up On Ethnic-oriented Bank Performance - Joseph Gladue - B. Riley & Co.
March 08, 2010
Large-cap Core Growth Investing - Keith C. Goddard & Channing S. Smith - Capital Advisors, Inc.
January 11, 2010
The Stimulus Package And Healthcare It - Bret Jones - Brean Murray, Carret & Co., Llc
August 10, 2009
Healthcare It Overview - Gene Mannheimer - Auriga Usa, Llc
August 10, 2009
Las Vegas Development - Jane Pedreira - Clear Sights Research
August 10, 2009
Pending Reform & Emerging Trends In Healthcare It
August 10, 2009
Flexible Value Investing - Donald Yacktman & Stephen Yacktman - Yacktman Asset Management Co.
June 01, 2009
Quality Growth & Dividend Value Companies - Henry B. Smith & Jason D. Pride - Haverford Trust Company
March 23, 2009
PACKAGED FOOD & BEVERAGE COMPANIES - ALTON STUMP - LONGBOW RESEARCH
March 12, 2007
J.PRIDE / H.SMITH - THE HAVERFORD TRUST COMPANY
January 30, 2006
HEALTHCARE TECHNOLOGY & DISTRIBUTION: ROBERT WILLOUGHBY - BANC OF AMERICA SECURITIES LLC
April 18, 2005
Clinton Severson - Abaxis Inc (abax)
May 25, 2004
R.BUGG / P.KENNEDY - COMERICA
April 26, 2004
Jeffrey Griffiths - Electronics Boutique Holdings Corporation (elbo)
April 01, 2003
Cardiology & Neuromodulation: Mark Landy - Leerink Swann & Co
October 21, 2002
Edward Milligan - Main Street Banks Inc (msbk)
September 18, 2002
Commerical Furniture Stocks: Margaret Whelan - Ubs Warburg
April 15, 2002
Medical Information Management: Raymond Falci - Bear, Stearns & Co
April 15, 2002
Leisure Activity & Recreational Products: Timothy Conder - Ag Edwards & Sons
April 08, 2002
Outlook For Suntrust Robinson-humphrey: R.charles Shufeldt - Suntrust Robinson-humphrey Capital Markets
September 25, 2001
Managed Care / Health Benefits: John Rex - Bear, Stearns & Co
September 14, 2001
Bruce Bentcover - Edwards Lifesciences Corporation (ew)
September 14, 2001
Nancy Prial - The Burridge Group Llc
May 28, 2001
Drug Distributors: Leonard Yaffe - Banc Of America Securities
May 28, 2001
Supply Chain & B2b Software: Christopher Rowen - Robinson Humphrey Company Llc
April 09, 2001
John Mcnulty - Secure Computing Corporation (scur)
April 09, 2001
Hospital Management Services: Matt Ripperger - Ubs Warburg
February 07, 2001
Railroads & Trucking Stocks: Scott Flower - Salomon Smith Barney
January 08, 2001
Biopharmaceuticals: Andrew Milne - Dain Rauscher Wessels
December 18, 2000
Theodore Boutacoff - Iridex Corporation (irix)
December 18, 2000
Restaurant & Gaming Stocks: Dennis Forst - Mcdonald Investments
November 20, 2000
Water Industry Outlook : Debra Coy - Schwab Capital Markets & Trading Group
August 28, 2000
Patrick Riley - Sawgrass Asset Management Llc
August 21, 2000
Medical Technology : Lynn Pieper - Adams, Harkness & Hill
August 03, 2000
Internet Software Infrastructure : Hany Nada - U.s. Bancorp Piper Jaffray
June 15, 2000
J. Hord Armstrong - D & K Healthcare Resources Inc (dkwd)
February 17, 2000
Healthcare Facilities : Howard G. Capek - Warburg Dillon Read
February 17, 2000
Roundtable Forum: Radio Stocks
December 06, 1999
Bradford J. Johnson - Steinberg Global Asset Management
September 06, 1999
International Tobacco Stocks : Joanna Scharf - Arnhold & S. Bleichroeder Inc
August 30, 1999
Outlook For Assisted Living : Andrew A. Gitkin - Salomon Smith Barney
September 28, 1998
Timeshare / Vacation Ownership : Bryan A. Maher - Bt Alex. Brown
September 07, 1998
Jack W. Fisher - Wilson / Bennet Capital Mgmt
July 27, 1998
Health Care Stocks : James Fenger - Scudder Kemper Investments
July 13, 1998
Health Care Information Systems : Sally Yanchus - Scudder Kemper Investments
July 06, 1998
