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Streamline Health - interesting elec. medical records play
Posted by: Elie Rosenberg (IP Logged)
Date: June 1, 2011 06:42PM
Could be an interesting play but not sure there is enough of a margin of safety. Let me know if you agree/disagree
Entire post is here:
Streamline Health Solutions (STRM) may be poised for a turnaround led by new management and boosted by federal incentive dollars.
STRM is a healthcare IT company whose main line of business is developing software that handles document management for hospitals. They enable hospitals to integrate data from paper documents into whatever enterprise computing system the hospital is using, thereby facilitating a truly paperless work environment.
The company is a tiny name in a niche filled with much bigger players such as Cerner (CERN) and McKesson (MCK) who sell a broader range of healthcare software. Yet STRM has managed to stay afloat with consistent albeit flat revenues.
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