Tecsys Inc

TCS-T

Analysis and Opinions about TCS-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
October 31, 2019
They develop and implement software in healthcare in the US as well as others clients for warehousing, distribution, and so on. They are growing their recurring revenues. They are changing from a perpetual license model to a SAS model, causing a temporary drop in revenues. Trading at two times revenues. (Analysts’ price target is $18.43)
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Tecsys Inc (TCS-T)
October 31, 2019
They develop and implement software in healthcare in the US as well as others clients for warehousing, distribution, and so on. They are growing their recurring revenues. They are changing from a perpetual license model to a SAS model, causing a temporary drop in revenues. Trading at two times revenues. (Analysts’ price target is $18.43)
PAST TOP PICK
PAST TOP PICK
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.

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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.

TOP PICK
TOP PICK
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%.

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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%.

PAST TOP PICK
PAST TOP PICK
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.

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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.

TOP PICK
TOP PICK
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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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.

COMMENT
COMMENT
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.

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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.

BUY WEAKNESS
BUY WEAKNESS
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.

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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.

TOP PICK
TOP PICK
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.

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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.

TOP PICK
TOP PICK
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.
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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.
BUY
BUY
March 19, 2001
Good mngmnt. Lots of cash. Has revenues.
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Tecsys Inc (TCS-T)
March 19, 2001
Good mngmnt. Lots of cash. Has revenues.
Ed Ho

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Price
$2.600
Owned
Unknown
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