EMR

salty0waldo

Yeah, I've just been watching EMR to see how they digest their APC platform for now. I would kind of like if it just keeps consolidating here for a few more quarters, I'm in no rush to get in lol. Good find on CGNX, I would like to have exposure in computer/machine vision so will have to look over the company better than just passing by lol. The valuation seems good overall for growth, 1.96 PEG and 55% EPS growth YoY. The balance sheet looks solid as well, although debt-equity of 0.05 is surprisingly low but seems they operate with little debt over several years, so good on them. Revenue does appear quite cyclic for FY2022 and FY2023 but I suspect much of that was a pull forward in FY2021. Last two years has been more steady top and bottom line performance.

_hiddenscout

Totally. Yeah, we've talked EMR before. Cool company, but just wild their revenues have been pretty flat the past year. Yeah, CGNX is kind of a pure play on computer vision and I do like the general overall theme. Past quarter they saw pretty big revenue jump, part was like a one time expense thing, but they are seeing a lot of growth in the warehouse. Just hoping if the growth keeps up that it might be a decent play on the theme.

salty0waldo

Interesting name! I am not familiar but looks like forward multiple of 34 and PEG just below 2, so decent valuation. I had liked the automation names ROK, EMR, and JCI but its a valuation issue still, although automation does command a slightly higher multiple I guess? EMR and ROK are more automation plays but PEG are both near like 4 which is high, JCI is more building controls (HVAC, security, etc.)

fatuousfatwa

Buying more EMR today.

mere_dictum

Emerson Electric (EMR) has done pretty well since I first bought it three years ago, though I wouldn't say it's been spectacular. Taiwan Semiconductor Manufacturing (TSM) has done quite well over the last six months. People think its stock is very closely tied to Nvidia's, but I have a hunch there just might be a divergence in TSM's favor. As usual, past performance is no guarantee of future anything.

Mysterious_Spray_361

Jumped on $EMR. On sale today.

_hiddenscout

$EMR Emerson reports Q4 adjusted EPS $1.62, consensus $1.62  -- Q4 revenue $4.86B, consensus $4.9B.  -- Sees Q1 adjusted EPS $1.40, consensus $1.50.  -- Sees Q1 revenue up 4%.

UFuked

This EMR is a piece of cow caca!

salty0waldo

That was the roadblock I ran into on BMI, valuation. Top line growth was forecasted into mid to high single digits so I was trying to see what amount of ARR they would have. Mainly mechanical and ultrasonic meters was still interesting but was hoping they offered a strong SaaS like Nalco does with water treatment. EMR reports on Nov 5th, excited to see what they. Haven't looked at ABB since Q2 report, missed Q3 report have to catch up first.

_hiddenscout

BMI usually trades at too rich of valuation for me. I'm more of a GARPy type of investor, so always try to buy stuff that has a PEG under 2. I don't mind paying more for a solid company, but I try to get great companies at good prices. BMI is a solid company, but usually trades more than I like I've looked into EMR before, need to look more into them. Thinking of also pulling the trigger on ABB.

salty0waldo

I must have missed that first post, haven't been posting as often in here with football and hockey season starting. I have liked EMR (no position) mainly because they are transitioning to a pure automation play. They acquired a really niche APC product called DMC I beleive the name. The valuation hasn't made a ton of sense yet but margins should expand once they digest that product. Might have to just start a small position. I need to look into ORA. Was reading too much about BMI and water meter companies the other night.

Hifi-Cat

I've been building out a small climate change portfolio. Some positions have been expensive and I'll be bag holding for a while. CODYY, CPRT, TT, VLTO, EMR, ETN, PWR.

Exotic_Possible_6680

Ur missing Emerson electric (EMR). I feel they have something to do with this data center hooplah. They r competitors with Eaton (ETN) in some cases I believe.

PersonalBrowser

Epic, the de facto EMR of America. There is no chance anyone dethrones them, and inevitably, every hospital in the country will be in their ecosystem. I would invest my life earnings in a second if I had the chance. They are literally inevitable.

Lunar_Excursion

i'd like to add GEV, ETN, EMR, ETR, PWR, and DUK... i sold out of GEV but will buy heavy on a big retrace i think the sleeper is DUK which is second only to CEG in number of nuclear reactors... they are located in the carolinas and charlotte is a rising business/tech hub...

Orangenosehead

EMR $130 puts expiring Friday 22nd

CrookedNancyPelosi

Because no enterprises are using GSuite, so they transition to what their work is using. Before FIRE'ing I was at Oracle and before that Groupon, everyone uses MS 365. Also at Oracle my division was integrated with hospital IT, all hospitals use 365, obviously not for HIPAA related things as that has its own EMR app but for collaboration its 365. I used GSuite now in my personal life as I'm not paying for 365 and for email I use ProtonMail.

boogi3woogie

UNH will probably keep cutting and cutting their workforce in order to improve short term earnings. But remember that things are still generally negative for UNH. Increased scrutiny over their billing practices = less revenue over time. Poor reputation for denying services = less growth. Lack of comprehensive specialty care & hospitals = less growth potential; they will lose customers to systems that can provide the whole package. EMR switch to epic = a short term decrease in quality and quantity of service, but will eventually improve in long run. The only plus side is that they don’t own hospitals, so they’re not as effected by the medicaid cuts as their competitors.

white_seraph

Administrative bloat sounds like a great place to start. As a bedside care provider I often cause surgery (the revenue stream of a hospital) delays because my facility, full of 20th century lawyers, can't migrate to 21st century digital informed consents obtained using a mere tablet and patient's finger. The administrators insist on paper, scanners, fax machines, and an EMR also stuck in the 20th century.

The_GASK

Of the top 10 producers of valves for O&G, 8 are outside of the US in the EU and Japan. The USA-based are reporting halts and cancellations to a catastrophic level. https://finance.yahoo.com/quote/EMR/ https://finance.yahoo.com/quote/FLS/

Euthyphraud

Why are half the stocks tied to AI and data centers in the same position? The market has been hit pretty hard in the past few months and stocks tied to the data center/AI megatrend have been among the hardest hit - and medium caps tend to get hit harder than large caps (EME is a medium cap). The same share price movement pattern can be found on many of those companies whose stocks are heavily correlated (eg ETN, EMR, VRT). They're up 430% over 5 years and beyond the recent downturn for data center-related stocks they have been on a very steady uptrend for a long time. They are expected to continue growing at a fast rate (one of the benefits of medium caps!). When this group of stocks finishes its correction and returns to growth I believe EME is a gem worth holding.

fatuousfatwa

AMAT and LRCX are both chip equipment. Dump one for an industrial like EMR.

dvdmovie1

This seems like a decent AI etf (I'd rather EME than EMR nad maybe GEV than HUBB) + a few other random things. A concern is that this would be a very good portfolio if you started it at the beginning of the year. Now some of this feels like some degree of chasing at this point.

jwrig

HI. I work in healthcare, and we've had capacity planning, staffing and optimization technology for decades as well. Guess what, it sucked. My company implemented Palantir, and within seven months post-implementation, we were gaining way more efficiency and accuracy than we were with the several tools and built-EMR modules that all did the same thing. They may not have invented analytics, but they are doing something with it that existing providers were not.

jwrig

My organization uses foundry for various use cases around healthcare optimization, identifying missed reimbursement opportunities, population health, and capacity planning. It was a pain to set up, but a lot of that was our challenges with Cerner as our EMR. So far, it has exceeded expectations; the capacity planning is still being used, but it is already hella better than what we were getting out of Cerner. The pop health and reimbursement identification has damn near paid for the high price tag.

pumpkin_spice_enema

This comment sounds AI-generated lol. Agreeing with prior poster somewhat - I work in electronic medical records and cannot for the life of me figure out what the fuck Clover does that Epic doesn't already. Provides doctors with real time information on whether the patient has gotten a flu shot, picked up their meds, gotten that mammogram? This shit all exists already, only the shittiest EMR systems do not have these tools already. Unless CLOV is slso increasing reimbursement to the doctor, to incentivize them to push the patient to get the preventative care that is statistically proven to be more cost effective for the insurer, I don't understand what they're doing that is novel.

pumpkin_spice_enema

Puts, because business can't possibly be good enough to offset the Cerner acquisition a couple years ago. DoD contract still flailing, mass exodus of EMR clients to Epic happening currently. $28 billion down the drain 🚽

pumpkin_spice_enema

Kinda yeah because health IT is what I do so I read about what's hot in the industry on LinkedIn and at work all the time. Yawn. Page me when InterMountain or Common Spirit or someone big gets on board. The only place I see this getting pumped is WSB, which is SUS. If you need receipts, their own LinkedIn says "The Iowa Clinic is the largest physician owned multi-specialty group in Central Iowa..." Not even all of Iowa, just *central* Iowa. Look at the Clover developer guidelines. They offer APIs for med formulary, a provider directory and "patient access", the description of which sounds suspiciously like other, more established data sharing platforms like CareEverywhere. Functionality already available from bigger, more established players, just packaged up for Medicare Part D for some reason. They say they'll offer suggestions to the doctor for treatment based on your history - every electronic medical record does this already. Doctors are fuckin sick of it and blast past the popups. My healthcare system CIO would never sign off on this contract because we already have the functionality advertised and no one is asking for more of it (they're asking for AI to take over lousy tasks like scribing and billing). Legitimately interested to know what the supposed value add is for this product, if anyone knows. It seems like a bolt-on application for rinky dink clinics too cheap to invest in a real EMR like Epic, that only works for Medicare Part D patients, not even your whole patient population.

Tonic-clonic

Appreciate the DD post. One area that catches my eye a bit is the accuracy claim based on the comparator of medical student performance on the "Objective Structured Clinical Exam" or as referenced the "OSCE". I figured that maybe a little bit of context around this may supplement the post well. Generally as structured in US medical school is a four year pathway (MD/DO), after four years of undergraduate preparation. Generally the first two years are classroom based in all sorts of subjects biochem, pathophysiology, anatomy, pharmacology - etc. Followed by two years of "clerkship" rotations, accompanying the team seeing patients while supervised by a resident or attending physician. Some schools will start OSCE's in the second year of medical school or present them as students progress through clerkships. In these structured exams "standardized patients" present students with bread and butter cases (ie gallstones, pancreatitis, pneumonia - etc) and students are expected to take a history, perform a physical exam and write a note with a basic plan and "differential diagnosis" (it could be this, this or that - so I will get these basic tests/studies). Generally, these passing thresholds are not expected to be at the level of a first year medical resident (ie JUST graduated medical school and is now learning/enacting all of the basics in the real world). These paid actors as patients are articulate, scripted, easy to communicate with and linear in thought/history. Its a pretty different experience than taking a history and starting a work up on many patients that come through the door and have confounding factors (poor ability to provide narrative, intoxication etc). There are some subtleties that are elicited in the actual physical exam as well that I would wonder how you input into these models (ie the nodular, tender liver edge palpated in cirrhosis or the super tender abdomen that causes a person to jump off of the bed when its not just simple gastritis but actually a life threatening necrotic bowel). I would be really interested to see the comparator being the models performance against a cohort of providers that have completed medical school, then residency (can be 3 - 7 years depending on specialty). And as a side tangent - what the medical legal liability landscape looks like in AI assisted care. Now - this is not a post to say that AI could never be in healthcare. Its not if, but when and how. There are already AI models being used to transcribe notes for visits that are pretty decent and really cut down on the time wasted in a day on documentation. There is also rife territory for data mining in the EMR and trending labs, medication trials, etc. Possibly even more for using this data to evaluate drug qualities, response history and guiding selection of therapeutic targets in continuing care (think chemo, or even psych). A long post to simply express my tempered interpretation of the accuracy of the models performance in non real world application.

sebach22

Why are my EMR puts not updating price

meenmachimanja

Emerson Electric ($EMR) have recently internally announced a travel ban for all employees except for sales related travel. Usually a bad sign and I expect they might miss EPS tomorrow. Good short candidate. May buy some end August puts also.

AntoniaFauci

> Bro I think you’re missing the whole point. You are right in that delta and many companies lack competent IT departments. But that’s the whole point of buying programs from 3rd parties like crowdstrike! If a company chooses to augment their IT structure with 3rd parties, those 3rd parties better well do their job right. Also your argument about competent companies coming back up in hours is hogwash. The fact that IT guys had to go to each individual computer manually and perform a reboot sequence to fix the problem is ridiculous. For small businesses, ok. For large corps that will take days. It took my hospital over a day to bring all our computers back. A day where our EMR program had to fix their servers. And due to modern reliance of emr systems for patient care. There was definite harm to our patients. So you shifting the blame from crowdstrike to the companies that bought into them, is ridiculous. You buy services to perform. If that service doesn’t perform or causes a major outage Not a bro, and you’re the one missing the point. Crowdstrike isn’t a “program”, and they do their job right. The fact you think all third parties operate with utter perfection further confirms you don’t really know this subject at all. You spouting hogwash that many companies didn’t recover immediately is flat earth level bullshit. The fact you think “IT guys” had to go to “each individual computer” tells me your experience is more geek squad level than enterprise. Sorry your hospital has mediocre IT but that doesn’t mean everyone else has to. The fact your bosses’ incompetence harmed patients is what you should be mad about instead of naively blaming Crowdstrike’s “program”.

fosmonaut1

Bro I think you’re missing the whole point. You are right in that delta and many companies lack competent IT departments. But that’s the whole point of buying programs from 3rd parties like crowdstrike! If a company chooses to augment their IT structure with 3rd parties, those 3rd parties better well do their job right. Also your argument about competent companies coming back up in hours is hogwash. The fact that IT guys had to go to each individual computer manually and perform a reboot sequence to fix the problem is ridiculous. For small businesses, ok. For large corps that will take days. It took my hospital over a day to bring all our computers back. A day where our EMR program had to fix their servers. And due to modern reliance of emr systems for patient care. There was definite harm to our patients. So you shifting the blame from crowdstrike to the companies that bought into them, is ridiculous. You buy services to perform. If that service doesn’t perform or causes a major outage like this, there will be consequences.

jr1tn

Look at industrial companies, some good ones: EMR CMI WM

Anne_Scythe4444

Monday: made a few with RDDT then switched off to MIRA during extended-hours hoping for some of the spike (synthetic ketamine, huh?), lost a few this morning; switched to even-shares clutch of: EMR, MKSI, CNI, GATX (on news), smaller-share of TUSK (on gain)

real_agent_99

Not just Epic. Any EMR that runs on Windows. And all the systems that integrate with them...

mskabocha

Yay! My boss let me off after 2 hours cause of crowdstrike outage of our EMR too. Paid for the whole day though 🤙🏻

thisisillegals

what EMR do you guys use? Epic is running just fine, relieved about that.

Intelligent_Draw9388

Interesting, our EMR is fine. We use eCW but have interfaces with some other places that use epic and we haven’t been notified any of them are down right now. Very odd

needvitD

What critical systems are down causing people to die? Obviously delayed labs, EMR being down is FUCKING BRUTAL but are we talking medical devices being out of commission?

iceland00

16 holdings, that's a lot. Personally, I would work in a few ETFs and drop at least half of the 16. You said you want low risk, ETFs can help quite a bit with risk management. I have done well with EMR, it's a very good company. I ditched the KO and FRT I inherited and have no regrets about unloading them. I can't speak to the rest of the 16.

Kakster93

Off-topic, but relevant… Healthcare consultant here (have done clinician comp projects) — if this practice is crankin (which most ortho/spine offices are), and you plan on working hard (short appointments, long hours, weekends) you want to move to production sooner rather than later…like, ASAP. PM me if interested, I can provide compensation benchmarks. I also recommend getting to know your EMR ASAP

xXIISK47IIXx

I partnered with hims a few years ago for recruitment. They hire incredible engineers. What I found most impressive was the data tech behind their EMR (electronic medical records) system which is the infrastructure that stands up their Telehealth platform. It's not just a video call where patient and doctor conne, that's one component of a robust medical records platform that deploys data science against anonymous aggregated health data which can empower doctors with deeper evidential health insight to help make stronger and faster diagnoses. I've been buy hims since IPO, all the way down to to $3.50 and not stopping. BULLISH! 📈

PizzaCatTacoUno

Maybe you should diversify with some tech stocks (being sarcastic). I also like… ANET, EMR, PTLO, NTDOY, ONON

Josepth_Blowsepth

ETN DOV EMR and others like Schneider electric . Go for the materials production that supply them. They all need wires, breakers and transformers

brownbag787

Epic is hoovering up their EMR customers though (used to call them Cernovers, now we call them NoMoracles)

stephenpace

"It’s a matter of time cloud native services to catch up on them and customer to migrate." Why? You make it sound like AWS loses money when customers run Snowflake on AWS. They don't. AWS wants workloads to move from on-prem to the Cloud. Snowflake is a great way for customers to do that. What is the incentive for AWS to sink a lot of resources into Redshift when a customer running Snowflake on AWS means they still win the workload? I think of it this way. If AWS has 200 services, Snowflake plays nicely with 198 of them. Sure, maybe the customer isn't using EMR and Redshift, but they are still using EC2, S3, and a bunch of other services instead.

No_Cow_8702

Lol, you must haven’t read the above comment I made saying to the OP that $OKLO shouldn’t be something to invest in. That hes better off investing in $EMR or $GEV instead, since it focuses on the services and Small nuclear reactors. I would recommend one thats more directly correlated but I don’t trust r/stocks.

No_Cow_8702

Lol. OP, you ratherswell invest in $EMR or $GEV since they mainly deal SMR services. I would mention another stock, but I don’t trust this sub reddit.

DarkFusionPresent

EMR is not the same product as Snowflake at all.

King_Kunta_

look into EMR

King_Kunta_

This is one of the worst takes of all time. If Amazon wanted to it could blow up the entire SaaS industry in 1 fart + you should look up Serverless EMR(the name is a misnomer, you can select between many different query engines).

tramster

Dragon: Naturally Speaking We would use for an EMR because doctors hated typing shit.

Forsaken_Stock292

Yes, I've used EMR and I have used Snowflake. Post some of your snowflake worksheets. Would love to see what you're burning 3M of compute on.

finebushlane

This is such a moronically bad take. Have you ever actually used snowflake? I literally ran a team which had a 3M dollar per year Snowflake budget.  The idea it’s a “thin layer” over other clouds and has zero moat is just laughable.  Have you used EMR? Have you used Spark? Have you used Flink? Do you know anything about data engineering or data warehouses at all?

King_Kunta_

Tons and tons of companies have their own ""data platform"" for this very reason. I'm trying to tell you that most people don't understand that Snowflake has 0 moat due to developments in technology. Also, their core competency is less relevant than ever. Also, they wasted a ton of time/money on a whole lot of nothing. - AWS commercialized every Snowflake feature and they give it away at cost via EMR - Analytical query engine technology is all open source (e.g. Apache Spark and Presto) - Snowflake has done nothing since they commercialized the technology that Google released for free in ~2010 (Dremel).

King_Kunta_

AWS EMR is an objectively better offering than Snowflake IMO

KingJulian2030

buy anything related to building infrastructure of the future: electrical parts, wiring, electrical energy grid/storage/transmission, anything nuclear reactors, jet engine makers, etc. related tickers: $RCYEY, $GE, $EMR, $APH, $DBD

anokayguy713

if possible could I get your insight on $VRT?? Or if possible, your thoughts on me starting a position with HVAC/infrastructure/cooling company like VRT or its peers.. do you think it's "too late" to start building a position with these infrastructure companies? I think you are spot on(previous posts) in regards towards the AI movement and the not so talked about infrastructure/cooling/electricity aspect of it. Everyone is talking about NVIDIA(which definitely deserves respect), but I am wondering about the safest/strongest play within infrastructure. From my 5 minutes of preliminary research; I'm looking at $VRT(Vertiv), $SU(Schneider Electric SE), $EMR(Emerson Electric), $ETN(Eaton Corp), JCI(Johnson Controls International), ABB(ABB) or SIE(Siemens AG). I know that is quite the list but my research is just starting. If you have any suggestions it would surely be appreciated!!

No_Cow_8702

OP. You might want to look into GE, RTX, or EMR

Investor201

>2.5% > >EMR 2.4% > >AMAT 2.4% > >TSM 2.4% > >MO 2.3% > >ASML 2.3% > >CL 2.3% Are you running at an ETF? I can bet my entire portfolio that the S&P 500 is beating your portfolio. Buy the SPY, VOOG, and QQQ at a 3-2-1 ratio. (this is not a recommendation)

lonnie123

> The reference range for labs is literally right there in the EMR So you dont learn them in medical school then? In the same way doctors have to know things, the nurses caring for the patients have to know things as well. Just because things are available for reference doesnt mean we dont have to know them, what they mean for the patients care, and when they require escalation for treatment. >You expect me to believe you have every reference range and dosage range memorized? Never said anything like that, but nice strawman. You said *nothing* I quoted from the article above was within the RNs scope of practice, Im telling you that a lot of that was. Im not really sure what you think we do, but if you cant understand that an ICU nurse needs to know the reference range for Potassium I dont know what to tell you doc

herc2316

Well then you are a super doctor because I come into work at 1500 and am commonly reporting labs, that were done at 0500, to the MD that have not been covered. I guarantee we review the labs way more than you. You have zero clue when a lab is actually pulled, so how would you know when to look? I know EMR's have alerts, but only if you're logged in and paying attention to it. Also your clueless if you don't think we know reference ranges. Of course we fucking do. Every single one? No, but the Commons like lytes, cbc, we def do. You act like you don't ever have to reference Up-to-date for anything. No wonder some doctors are assholes that act like they are the end-all-be-all. You literally think we don't know the basics.

Spartancarver

The reference range for labs is literally right there in the EMR As are alerts for toxic doses of meds. They even adjust for creatine clearance. You expect me to believe you have every reference range and dosage range memorized? And I promise you RNs aren’t looking at labs more than I am.

soccergoon13

One reason is because Epic, Cerner, and whatever else have a lot of healthcare IT tied up contractually. Health systems have to also be careful about buying AI: 1 - insurances continue to pinch payments in favor of their own profits 2 - Most health systems are struggling financially (labor cost went up, insurance reimbursement went down) 3 - Health systems don't have intrinsic IT people who can "design." The EMR is where AI can come into play, and due to contracts, cost, and scale, it's in the hands of the EMR companies. 4 - To get those teams, health system would spend a lot of money for something without a clear outcome. Some want those guys and equipment, but because they can't turn outcomes around and integrate with EMR, there really is no business case. Which is too bad.

jr1tn

Here's seven: WM CMI EMR WMT CTAS GD MCD

Master-Nose7823

Collaborating doesn’t mean they are alike. EPIC is primarily a EMR and Doximity is a multipronged platform that functions like a healthcare LinkedIn on steroids.

BrainsNotBrawndo

Nice. Long Emerson $EMR thesis working out. Extra +10% on ER today Thesis was whoever wins the EV car wars, the unavoidable tax is upgrading one’s electrical panel Today’s gains enough to.. ^(help pay my bill for my electrical panel upgrades)

Rednuht0

I should have full ported EMR, my 3 calls up 1300%

Rednuht0

Wow EMR earnings bet working out nicely

489yearoldman

If you only knew how much we despise the IT people who can’t even keep the EMR I’m using right now consistently running without constant glitches, or the extraordinary number of clicks it takes to accomplish a simple task, or having it stop constantly while seeing patients to update something that I don’t use, or the absolute contempt the IT staff have for the medical staff when we’re having problems with their beloved software that sucks so much, and is excessively time consuming, because they can’t incorporate drawings, and everything has to be entered in a narrative fashion. I literally spend my day as a data entry clerk because of this inefficient bullshit. I could do my job better and faster without your shit. The extraordinary number of steps it takes to send encrypted prescriptions for controlled medications electronically is mind boggling. I’m sorry you’re so dissatisfied. Most of your complaints are due to government regulations and not healthcare providers. Do your best to enhance your health as much as possible by losing weight if you need to, eat as healthily as possible, avoid tobacco, alcohol, and recreational drugs, exercise daily, and get enough sleep. Feel free to go it alone.

Awkward_Algae1684

Instead of going iffy on solar companies, wouldn’t it make more sense to buy into the actual power companies that would hook up to them if they do work, and have solid backup plans if they don’t? Like EMR and ETN, who both have expected growth and somewhat solid P/E so far?

BrainsNotBrawndo

It was on my to do list for beneficial longs this AM for earnings week, along with DIS and EMR. Only ended up going with EMR Have some long Lyft tho, who also reports this week, and has some correlation to Uber

9kyle

i’m with you mate! i’m not that cash heavy. sadly. i still have an eye on ENPH, EMR, Eaton, AND Generac

Future-Newt7855

>ey have 2 million+ preorders; let's see how many of th well think about the delivery line for a moment, we have shipping yards, ports, and those are the fastest ways around the clock, as well as, EV is already a good source of energy, the problem then their is is that SONAR and other types of EMR systems really hurt sea-creatures. even pollution, it goes so far as to pollute our own waters, or anything in between. liquid-helium-powered electrical grids, fusion reactors, and much more literally has the possibility not to hit the freakin jackpot, but to have the ability to always have your lights on, limitless energy for the cost of $0.24 per Watt hour

Rafnel

Just got this notification from the remindme bot. Worth noting the SP500 is up about 16% since 1 year ago as well. Looking at these stocks, NVDA would have been the biggest win, up 233%. EMR up 29% NKE down 7% V up 28% AMD up 40% INTC up 23% Overall if you bought these when this post came out on average you would have done significantly better than the overall market. Nice

RussellFighter

Prices as of 1 year later (09/22/2023) EMR $97.26 NKE $91.43 V $237.54 AMD $97.68 NVDA $419.44 INTC $34.65 Everything green except Nike…

Geddagod

>MTL for mobile is going to be focused on power efficiency not IPC *Some* companies do node shrinks and increase IPC (cough Zen 4 cough) >I think we would see better IPC improvements on the desktop side. Not until ARL in 2024, and that's going to be facing Zen 5/Zen 5x3D. Also, desktop market isn't exactly a major segment for anyone, except maybe sales you get from selling a shit ton of OEM desktops to offices. Not exactly high margin, and I doubt anyone really cares about perf there beyond does it run chrome lol. Server/High end laptops is where the big margins are at. >Granite Rapids will be better than Bergamo for certain tasks. I mean I hope it is, lol, but it's going to be facing Turin/Turin Dense with Zen 5 cores. > Pat Gelsinger just came out suggesting 2x PPW for Granite rapids 2x the cores, 1.5-2 nodes ahead of SPR/EMR, and a slightly better core. I mean... Plus look how far behind SPR is behind Genoa in perf/watt, or even Milan tbh. >Sierra Forest will have more cores than Bergamo and focus on an E core design. It will be competing with Turin Dense.

Disastrous_Ad3779

There’s so much electromagnetism around us with all the technology we have. I don’t think having a little bit more would be so relevant. Just means your phone might get better signal if it emits a higher amount of EMR. So iPhone 12s are slightly better than newer models if this is true.

JPINFV2

I see it in my hospital's EMR, but I've never thought to pull the trigger. Normally a rhino rocket or rapid rhino works well enough.

Novarttis

Probably, but likely to a lesser extent. When I say "foreseeable future" in regards to stocks like PH, I mean something like 1 to 2 years. I fully expect PH to outpreform EMR. Take into account that I don't know EMR as well as I know PH. There's just not that many stocks as weird as PH. It is insanely durable even when it definitely shouldn't be. It is a permabull's wet dream.

DISDD

Think EMR should be treated like PH for the foreseeable future?

ExcuseDecent2243

Probably 4 or 5 months ago, I added CNQ. Decent dividend and a lot of growth potential. I like CNQ for heavy crude and natural gas. I also have SU. Again nice dividend. I really like SU for the oil sands. Canadian oil has been suppressed for a while with current leadership in Ottawa, so I think this is an opportunity. I own both of those stocks. XOM and CVX are always good. CVX is probably best priced right now. I also really like EMR. I own EMR, I do not own XOM or CVX, but I probably should. Buying oil stocks is one of the easier things, because they do follow the price of oil. Right now everything looks like demand is up and supply is down, so these are all priced at a premium. That will change, like it always does. I would hold out for sub $70 oil to buy anything.

Lobbel1992

Check out industrials and infrastructure companies: -STRL -EMR -EMW

Geddagod

From what? Better than expected financial results? Their product lineup still looks pretty mediocre (EMR, MTL), but I suppose it's good that they haven't announced any new delays. And yes, they mentioned ARL being on track, but looking at leaked ARL perf results, that doesn't appear that great either...

lush_rational

Epic has picked up some major health networks…Atrium Health and AdventHealth were some of Cerner’s biggest accounts and switched to Epic within the last 5 years. Epic is definitely the 800 pound gorilla in the EMR space. They’re picking up marketshare in Canada…mainly taking it from Meditech, but I think a couple Cerner accounts too. Cerner was publicly traded on its own, but got bought by Oracle last year. Their quality and market share have been going down since they got the DoD and VA contracts…maybe even before that. They both had a pretty good run in the days when meaningful use dollars were abundant.

SpindogUM

Epic (Healthcare EMR). People are going to stop getting sick when? "Never."

kartoke

I think this “moat” will honestly hurt databricks in the long term more than help them. Iceberg has very similar capabilities and is being integrated with a lot more products. I.e. airbyte and 5tran all integrate directly with iceberg now. Athena is also integrated with iceberg. No one wants to bring up clusters and manage them. Imo Amazon could disrupt this with their serverless EMR. Or any one of the other “server less” products that are coming up from various startups. Databricks has a great thing going, but idk how long it will last. Technology is meant to be disrupted, and I think databricks will become the next hortonworks or whatever other companies were built around Hadoop.

ripstep1

Problem is that it can't do either right now. My dream use case would be to leave my phone mic on passively the entire day and chat gpt connects with the EMR and writes the notes for me. Nothing close to that exists now

Kriegprojekt

I dumped my EMR position. Flat, no gains on that one. Building cash for other positions.

jr1tn

Here's six MCD CTAS GD WMT EMR CMI

kellyp255

Bough $EMR at $40 a few years ago. Probably going to die with it in my portfolio.

Kriegprojekt

Hello there. ATVI couldn’t make a deal for the Warcraft IP with Netease China. Netease is pushing back on Blizzard Entertainment’s story about negotiations falling through because of Netease issues. Apparently no one wants to work with ATVI in China so it may be very difficult to find someone to host servers over there now. Very bad for future valuations, especially when Warcraft is a big part of Chinese expansion for the company. Msft might want to rethink the purchase/offer price if ATVI can’t get their act together over there. JNJ dropped from about 184$ last week or so to 169ish yesterday. Fair value is about 110$ without considering the company spinoff. Even considering the spinoff, I doubt the premium over fair value should be 60-70$. Maybe 30-40. I’m starting to add to my very, very tiny long position if it gets to 150 or so. I think it will be a decent trade/long holding after. US debt ceiling talk hopefully will drop the market some. I think the past week of the market gains were it for some time. Have been looking at getting back into EMR as a long. Slow growth decent dividend king you can just sit on. Probably better to just buy the 2 year at this point. Though the drop in EMR price due to possible acquisition of NIL makes it look a bit better right now. Enjoy the day.

VisualMod

>EMERSON OFFERS TO BUY NATIONAL INSTRUMENTS FOR $53/SHR IN CASH $EMR $NATI ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-01-17 ^06:56:24 ^EST-0500

SoccerTease604

Think about it this way. JV partners don't put down close to $2.7M in exclusivity and debt repayment unless they're serious. If it truly is EMR Capital resources then you have to include what they've spent on Peak resources, and possibly an estimated $15M for Tamra Mining too.

SoccerTease604

For those of you following this - People are wondering if EMR Capital Resources is the JV partner. They snapped up portions of Crystal Peak and Highfield, and they're focused on SOP fertilizer. Crystal Peak also has some land near Soperior's, so EMR is active in Utah. Food for thought.

inquisitivesteve

Epic EMR Systems by a mile

Sandvik95

Epic EMR

pandymen

>If the technology was going to take off non-tech businesses would be making investments, but none have. There is no business use case for VR. There's plenty of non tech companies who have been looking at VR use cases. Emerson (EMR) has been developing an augmented reality product. Honeywell also is working on their own. Neither made it very far yet, but EMR has a valid use case that just needs the technology to back it up.

beansbeansbeans_69

Depends on the EMR system they use. Epic is very popular and allows for an integration of everything. Non-epic users are meh and becoming less common for this reason