re: Ann: iSOFT Business Solutions wins new de... Talking about the "tipster's" recommendation, I acted upon the advice and I for one am not disappointed, as I would not have known about this company if not for the recommendation.
I'm an old fashion buy and hold investor, and firmly believe that ISF will be a winner. OK, the SP hasn't lived up to my expectations yet, but I am patient and happy to hold as I believe that ISF is still in its infancy.
Look back over the past few years, whilst the SP hasn't gone anywhere, the company sure has - don't forget whilst we are going through a historic global financial meltdown, ISF is still gaining multi-million dollar contracts; in fact, in the last 24 hours they've won $15.4 million in on-going contracts and the second half of the financial year is generally stronger, being seasonal!
I believe the biggest trophy for ISF will be the success of Lorenzo in the UK NPfIT. After reading and re-reading the Lodgement of Open Briefing dated 20Nov, I am quietly confident that this success will come. Gary Cohen's explanation of the iceberg is worth thinking about.
http://www.openbriefing.com/default.asp?mode=clientoblistbydate&ClientCode=ISF
OK, NPfIT could also be a double edge sword, especially given the possibility of a changing of the UK govt in 2010, however Gary Cohen seems confident if a change of govt occurs, it will allow ISF to deliver Lorenzo to an open market.
http://www.computerweekly.com/blogs/tony_collins/2009/10/npfit-may-evolve-into-an-open.html
As deadlines are being met and Lorenzo is finally gaining traction, I personally think it would be a brave political party that would simply scrap the NPfIT project in its entirety, and I feel that this is a good time to be on board.
These are my ramblings only, so do your own research.
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