Opinions John Weatherall
Emergis Inc.EME-T-DEADWEAK BUYJun 23, 2004
If everything worked out, it could be a very successful investment. At this time, it's not certain that they will. Significant risks.
$4.07
Stock price when the opinion was issued
computer softwareprocessing
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
TOP PICK
Basically involved in health solutions by providing e-business solutions to a lot of the insurance and pharmacy companies and is showing decent growth. Very strong cash position. Earnings are looking at about $.31 for the year. Have been buying back stock and making some small tuck in acquisitions.
Robert FloydOwned
computer softwareprocessing
TOP PICK
Provides back-office solution for some financial companies and health related companies. Just reported and numbers were good. Made a couple of acquisitions. Strong cash position. Earnings outlook is $.31 this year and should grow to $.43.
Robert FloydOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick July 25/06. Up 35%.) Recently added to his position. Has gone through a revolving door of management teams. New management is stable. Cheap.
Robert McWhirterOwned
computer softwareprocessing
TOP PICK
Back-office settlement of pharmacy companies and health care operations. Have a major contracts with insurers. Likes the recurring revenue theme. Doing a good job of building new orders. Strong balance sheet.
Robert FloydOwned
computer softwareprocessing
TOP PICK
Recurring revenue model. Focusing on the high-growth area. Earnings outlook continues to look good. Very strong balance sheet and close to $100 million in cash.
Robert FloydOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick July 25/06. Up 12.5%.) They have a variety of contracts they are still working on.
Robert McWhirterOwned
computer softwareprocessing
TOP PICK
A fair amount of their business is geared towards the health side of life. One at $25 million contract with Newfoundland and are bidding on a couple of others. Quebec contract may be awarded in September. If they get this one, it could boost their earnings by 8/12% for 2007.
Robert McWhirterOwned
computer softwareprocessing
TOP PICK
Has a backlog and is gearing up to the health side. Analysts are expecting earnings of $.04 this Friday. Earnings for 06 are expected to increase from $.16 to $.25 in 07.
Robert McWhirterOwned
computer softwareprocessing
DON'T BUY
Has unfortunately had a revolving door of management over the last 4 years. Ranked 547 out of 700 stocks in his database model. Earnings are suffering, but are expected to improve from a loss of $0.21 to a loss of $0.02 in '05. Sales have gone down by 33% year over year. Earnings are forcast to be $0.01 in '06. Against a stock of $3, it puts a PE multiple in excess of 200 X.
computer softwareprocessing
