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Healthstream Inc. Message Board

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    Big move for beatinbg by a penny

    by bjkennedy14 Jul 22, 2014 12:17 PM

    The salient measurements to look at are the # of subscribers and the avg revenue per subscriber. if you look at those two things, you'll understand why Healthstream's stock responded so favorably to the July earnings announcement and now the October announcement. The stock came under attack by a professional short late last year (he wrote up some scathing analysis on seeking alpha). His focus was purely on the "earnings" and the valuation that HSTM was sporting at the time. I thought his analysis was quite solid from a pure numeric perspectiv. And he was right in his pointing out that HSTM had a hefty valuation. But frankly he was completely missing the forest for the trees in terms of the long term valuation play, which has little to do with the near term quarterly earnings. He created a lot of FUD, and basically the last two quarters have completely invalidated the concerns he raised. I'm not sure how fast it will happen, but I'm quite confident that you'll see HSTM in the 50s/60s range at some point within the next 24-30 months. For long term investors, this is a great opportunity.

29.23+0.05(+0.17%)12:20 PMEST

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