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Allscripts (MDRX) comes off ‘positive’ list with 96% return.

It wasn’t that long ago (end of October), when Allscripts were trading at around $5, that we spotted an announcement by Misys (MSY, 124p) that their CEO, Mike Lawrie, was buying shares in Allscripts (MDRX, $10.84), the medical software group in which Misys own a majority position.¬† Lawrie was followed shortly afterwards in his purchases […]

Weekly Review- November 16th: HSBC, De La Rue, Allscripts, GKN, IMI, Babcock, Rentokil, TT Electronics

Lets start with the good news! We’ve closed our cautious view on HSBC (November 14th¬†article here), with a 10% absolute return or a 20% relative return over a month. We linked directors share sales with an expected increase in negative newsflow over China’s economy, and saw the shares weaker to reflect this. Maybe this is […]

Weekly review November 9th: HSBC, Misys-Allscripts, Haynes, Intl Personal Finance, Directors Buys vs Sells

HSBC- ‘Emerging Markets under Great Stress’ In his letter to the G 20 leaders on November 6, IMF Head Dominique Strauss-Kahn said that emerging markets were now under great stress as the “capital flows that have sustained growth dry up across the board” (Source-IMF website). The Observer advises that investors will anxiously scan HSBCs third […]

Weekly review Nov 2nd- Directors signal market bottom, UK Engineers, Allscripts-Misys, Carnival.

Directors Buying signalling market bottom? I was surprised on Friday to see such a turnaround in directors sentiment ‘Directors ARE buying shares. Buys outnumber Sells 10 to 1’. Data on Directors Dealings from Digitallook (site here) showed that over the month of October Directors Buys in the FT 350 companies outnumbered Directors Sells by almost […]

Misys CEO buys $350k position in MDRX (Allscripts in the US)

Mike Lawrie, CEO of Misys plc (MSY, 118p), and Chairman of Allscripts after Misys completed a purchase of the majority of the shares in the company, has bought 70,000 shares in Allscripts at $5.0921 (27th October- source London Stock Exchange– type MSY into Code box). Lawrie already has a $1m shareholding in Misys (excluding his […]