John Henderson
Long/short equity, growth, momentum, event-driven

Multiple Drivers Spur A Significant Inflection Point For iCAD

iCAD Inc. (NASDAQ:ICAD) develops and markets oncology solutions which enhance patient care at all levels of the cancer care cycle. For investors looking at the company's fundamentals over the past few years, ICAD appears to be moving in the wrong direction. Revenue has been stagnant and profitability has been elusive. In many ways, ICAD reminds us of CalAmp Corp. (NASDAQ:CAMP) 18 months ago. Beset with a legacy business on the decline, CalAmp embarked on a series of new product releases in its wireless business which sparked a renaissance for both its top line and bottom line. As CAMP's business turned around, investors took notice, bidding up the shares three-fold since the summer of 2009.

While a...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details