Tecsys Inc | StockChase
10
Tecsys Inc (TCS-T)

Last Price Recorded: $18.1600 on 2018-01-18

ON STOCKCHASE SINCE Mar 2001

distribution software

consulting
10
Tecsys Inc (TCS-T)

Last Price Recorded: $18.1600 on 2018-01-18

ON STOCKCHASE SINCE Mar 2001

distribution software

consulting

Tecsys Inc


Signal Opinion Expert
PAST TOP PICK
Tecsys Inc(TCS-T) 

April 26, 2017

(A Top Pick July 21/16. Up 8.81%.) They make the lives of hospitals more efficient with some of their supply chain management work. A high recurring revenue. Earnings are expected to double by April 2018, going from $.24-$.51, giving you a 22X PE. They are free cash flow positive. ROE is very good at 24%. Feels this still has further upside.

consulting

(A Top Pick July 21/16. Up 8.81%.) They make the lives of hospitals more efficient with some of their supply chain management work. A high recurring revenue. Earnings are expected to double by April 2018, going from $.24-$.51, giving you a 22X PE. They are free cash flow positive. ROE is very good at 24%. Feels this still has further upside.

consulting
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$11.740
Owned Owned
No

TOP PICK
Tecsys Inc(TCS-T) 

July 21, 2016

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

consulting

This is in the hospital supply chain management. It has roughly $120 million market cap. They have 2 new modules, one for in-house pharmacies in hospitals, as well as operating rooms. It keeps track of where all the stuff is. That has doubled the revenue potential per hospital. Their pipeline sales over the last year has increased by more than the factor of 3. Year-over-year sales were up 26%. Year-over-year earnings, free cash flow and EBITDA grew over 32%. Dividend yield of 1.21%.

consulting
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$10.660
Owned Owned
No

PAST TOP PICK
Tecsys Inc(TCS-T) 

May 11, 2016

(A Top Pick March 16/16. Up 13.87%.) This is a great management team that has been around for a long time, and own quite a few of the shares. There was some weird selling pressure at the end of last year. He expects to see growth on a continuing basis.

consulting

(A Top Pick March 16/16. Up 13.87%.) This is a great management team that has been around for a long time, and own quite a few of the shares. There was some weird selling pressure at the end of last year. He expects to see growth on a continuing basis.

consulting
Colin Fisher

President & Portfolio Manager, Stableview Asset Man...

PricePrice
$7.600
Owned Owned
Yes

TOP PICK
Tecsys Inc(TCS-T) 

March 16, 2016

Supply chain management for hospitals.  Garbage cans with RFID tags.  They do supply chain throughout the hospital.  This is one of the cheapest entry points.  It is well owned by management.

consulting

Supply chain management for hospitals.  Garbage cans with RFID tags.  They do supply chain throughout the hospital.  This is one of the cheapest entry points.  It is well owned by management.

consulting
Colin Fisher

President & Portfolio Manager, Stableview Asset Man...

PricePrice
$6.700
Owned Owned
Yes

PAST TOP PICK
Tecsys Inc(TCS-T) 

February 8, 2016

(Top Pick Mar 19/15, Down 23.18%) A hospital cart helps with automatic reordering as well as ensuring all consumables are billed to the patient.

consulting

(Top Pick Mar 19/15, Down 23.18%) A hospital cart helps with automatic reordering as well as ensuring all consumables are billed to the patient.

consulting
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$7.290
Owned Owned
Yes

COMMENT
Tecsys Inc(TCS-T) 

May 15, 2015

Their key is supply chain management within the 4 walls of a hospital, giving them better efficiencies and inventory control. Have an extremely large recurring revenue business. Expected to have earnings growth of 62% this year, giving a PE multiple of 32X, which is not cheap, but earnings next year is expected to be just as brisk giving a PE multiple of 19X. He thinks there is opportunity to continue to win more hospitals. Good opportunity for a one-year investment.

consulting

Their key is supply chain management within the 4 walls of a hospital, giving them better efficiencies and inventory control. Have an extremely large recurring revenue business. Expected to have earnings growth of 62% this year, giving a PE multiple of 32X, which is not cheap, but earnings next year is expected to be just as brisk giving a PE multiple of 19X. He thinks there is opportunity to continue to win more hospitals. Good opportunity for a one-year investment.

consulting
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$9.400
Owned Owned
No

BUY on WEAKNESS
Tecsys Inc(TCS-T) 

April 27, 2015

It is not early days.  The stock is fairly expensive, but he would look at it on a pullback.  It is way ahead of itself right now.

consulting

It is not early days.  The stock is fairly expensive, but he would look at it on a pullback.  It is way ahead of itself right now.

consulting
Stephen Takacsy, B. Eng, MBA

Chief Investment Officer & Portfolio Mgr, Lester Asset Managem...

PricePrice
$8.970
Owned Owned
Unknown

TOP PICK
Tecsys Inc(TCS-T) 

March 19, 2015

Very illiquid stock.  Don’t rush out with market orders.  Keep orders under $10.  3.3% cash flow yield.  42% growth next year. 

consulting

Very illiquid stock.  Don’t rush out with market orders.  Keep orders under $10.  3.3% cash flow yield.  42% growth next year. 

consulting
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$9.570
Owned Owned
Yes

TOP PICK
Tecsys Inc(TCS-T) 

July 30, 2004

Have about $11/12 million in cash and $23/24 million in sales. Profitable. Trading at half X sales. Cheap. Good management.
consulting
Have about $11/12 million in cash and $23/24 million in sales. Profitable. Trading at half X sales. Cheap. Good management.
consulting
Ed Ho

Portfolio Manager, Dynamic Mutual Funds...

PricePrice
$1.670
Owned Owned
Yes

BUY
Tecsys Inc(TCS-T) 

March 19, 2001

Good mngmnt. Lots of cash. Has revenues.
consulting
Good mngmnt. Lots of cash. Has revenues.
consulting
Ed Ho

Portfolio Manager, Dynamic Mutual Funds...

PricePrice
$2.600
Owned Owned
Unknown

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