Comments for MDRX - Stockpickr! Your Source for Stock Ideas

Comments for MDRX

Added By	Comments	Type	Date Added
tellis	government rewarding for use, penalty for not using escribe	Love	September 27, 2008
barrons2	The pending merger of Chicago-based Allscripts Healthcare Solutions (MDRX) with Raleigh, N.C.-based Misys Healthcare Systems, a unit of London's Misys, is expected to create a market leader in the U.S. electronic-health-records market, forecast to be worth at least $5 billion by 2015. Along with the stock of its subsidiary, Misys will pay $330 million for a 54.5% controlling stake in the new entity. Allscripts, in turn, will pass along that cash to its investors via a special dividend worth $4.84 to $5.68 a share, depending on how many of its option and convertible-debenture holders exercise and convert their rights. Investors meet Sept. 22. According to Robert Willens, whose Web-based Willens Report surveys the latest developments in taxation and accounting, Allscripts expects the distribution to substantially exceed its earnings and profits, or E&P, a tax-related calculation. Thus, a big chunk of it is likely to be treated as a nontaxable return of capital rather than a dividend. Therein lies the problem. At the time Allscripts files its information returns with the Internal Revenue Service, no later than Jan. 31, 2009, it will not have totted up its 2008 E&P. Willens says it will therefore have to initially report the entire shareholder distribution as a dividend. Once E&P are determined, which Allscripts has said will not be until Sept. 15, 2009, stockholders will have to amend their 2008 tax returns to get back the taxes they paid on the dividend. Willens believes that "a lot of shareholders, when apprised of these record-keeping headaches, will choose to sell their stock prior to the record date for the distribution." In that event, he points out, "there may be inordinate selling pressure prior to the record date, with the result that tax-indifferent investors, such as pension funds and mutual funds, may be in a position to scoop up Allscripts stock at bargain prices." Willens finds that an interesting example of how the compliance costs associated with accurately reporting a special distribution may lead to "market opportunities for those investors who are not concerned with taxes."	Love	September 06, 2008
cknoon103	want something in health care	Love	July 17, 2008
James M. Maxwell	Medicare Bill trickle- down play, MDRX is rebounding in the E-mail prescription business which is expected to boom with Bill passage	Love	July 05, 2008
barrons2	Allscripts trades at 18 times next year’s earnings and has a long-term growth rate of 24%. Cramer thinks the company should get a 25 multiple which would mean the stock should trade up to $17.50.	Love	July 02, 2008
zorrojoe	great story	Love	May 24, 2008
barrons2	Stifel Nicolaus analyst Todd Weller reckons the combined entity has a base value of $9 a share. Add to that the nearly $5- a-share special dividend and Allscripts should fetch at least 14 a share. Strategically, the merger "results in a larger physician-focused company with more scale and provides revenue and cost synergy," he notes. The combined company will "will be a slower grower than Allscripts' standalone but more profitable." He has a price target of 17 on the stock, which on Friday was at 10.84.	Love	April 05, 2008
chintu9	this was purely based on the analyst calls - it was upgraded to buy and then I bought it(read- newbie)	Love	February 25, 2008
james leggett	i love technology in the work place	Love	February 15, 2008
james leggett	i love technology in the work place	Love	February 15, 2008
wirerake	solve prescription drug errors	Love	December 07, 2007
michael_goshorn@yahoo.com	speculative based on Cramer	Love	November 27, 2007
anu_01	cramer suggestion	Love	October 17, 2007
anu_01	cramer suggestion	Love	October 17, 2007
sarah z	A world of growth for QSII and MDRX should be opened up. QSII, MDRX, General Electric Company (GE) and a private company all control a quarter of the market here so there is room for consolidation.	Love	September 19, 2007
simplistic.intricate	fantastic EMR play	Love	August 01, 2007
brianwxs	up	Love	July 11, 2007
stockerblog	7.8 19.79%	Love	June 18, 2007
rxrxing	Cramer	Hate	May 17, 2007
EnoOnmai	I think there's one more big jump available as A4 gets fully integrated, then it's time to move on.	Love	May 07, 2007
dreamlander	the BEST of the electronic health record plays	Love	April 11, 2007
thomas728	Needed service in Medical Practices.	Love	March 27, 2007
LaceDocFL	great room for technology in medical field	Love	March 19, 2007
kumjian	I use the product	Love	February 25, 2007
joseph Ruscak	Technology as applied to the health care field.	Love	February 11, 2007
tom stoer	growth	Love	February 08, 2007
KABast	I like the technology and medical combination	Love	January 30, 2007
starion	good medical tech play	Love	January 30, 2007
Chas Meyer	Award winning company & software for electronic medical records.	Love	January 22, 2007
Colleen	history and future growth	Love	January 19, 2007