iBankCoin
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Joined Apr 1, 2010
8,861 Blog Posts

Go with Quality over Large Marge

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The transition to electronic medical records seems to be such a no-brainer secular growth story that it is hard not to closely track the progress of the three main players in the space: CERN MRGE and QSII. CERN and QSII reported earnings last week and have reacted well. Large MRGE reports this week on August 3rd and has been lagging, though a favorable earnings reaction can quickly change that.

At any rate, it is hard not to like the technical setups of both CERN and QSII, particularly with earnings out of the way for them.

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