HLTH
Quarter was faaaaaaaaaaaaaaaaaaar worse than I expected, I also believe the same guidance will create far less NI. Here's why Depreciation and Amortization was up at about a 5 million annual run rate higher than q4 I didn't expect that. Now I should of adapted for higher ir so that is on me, but that is almost another 4 million annual hit to the bottom line. Keep in mind now Bad debt expense seems to be coming in every quarter, I seen q4 as a one off being so big but this was another big quarter of bad debt expense. They also expect revs to increase about 50 million y/y and they were down in q1, which makes you wonder if they will hit guidance. I know they are back end loaded but so was there revs last year they have to beat those numbers by a lot, I realize last year they were affected adversely by the hurricane. But it is important to notice even if they hit their numbers, that is a lot less eps I expect based on increased depreciation and IE. Hence my .20-.25 estimate would be lucky to see .15 now. Hence I was selling in the $1.40-1.45 range and am now out, onto the next. All is just my opinion, and I could always be wrong though.
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