Health IT, EHR

By pjain      Published July 18, 2020, 7:32 a.m. in blog Invest   

Health Tech, EHR, Health IT

CERN

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.


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