Health IT, EHR
Health Tech, EHR, Health IT
CERN– Cerner is the leading company in the Digital Health Records space providing solutions to both hospital and physicians’ offices globally.
- It will have solid topline growth and margin expansion as the $10 Billion VA deal matures.
They recently initiated a dividend of $0.18 and we think this is a company that is poised to grow dramatically as our healthcare system becomes increasingly digitized.
Additionally we believe the involvement of Starboard Value will be a positive for capital discipline but not to the point of sacrificing growth opportunities.