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Fly News Breaks for May 17, 2019
VCRA, CERN, TRHC, TDOC
May 17, 2019 | 05:21 EDT
With Q1 earnings season nearly over, Piper Jaffray analyst Sean Wieland highlights four of his favorite names to own for Q2 and the remainder of 2019. The names are Cerner (CERN), Teladoc (TDOC), Tabula Rasa HealthCare (TRHC) and Vocera Communications (VCRA). The analyst likes Cerner "more now that it has a targeted focus and agenda," likes Teladoc on the thesis that increasing utilization may drive upside to numbers, likes Tabula Rasa because of the increased margin profile of the business and its "strong" cross-sell opportunity, and he likes Vocera on the belief that Smartbadge sales will begin to accelerate in Q2.
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