Friday, January 6, 2012

3 Health Care, Tech Sector Buys for January

In a previous article I mentioned how health care IT provider Cerner (NASDAQ:
CERN ) sits at the intersection of two important sectors health care and
technology making it a game-changing company worthy of a spot in your
portfolio. Keeping with the same theme, my three stocks to buy for January also
are from these growing sectors health care and technology. If you're new to
investing and wondering which stocks to buy first or if you're just looking to
put your money to work, these three stocks are attractive buys right now: IPC
The Hospitalist Company (NASDAQ: IPCM ), like Cerner, should be able to realize
solid earnings growth in 2012 regardless of what happens in the economy. IPCM
provides hospital-based primary care physician services a rapidly growing
medical specialty over the past decade. Impressive revenue growth averaged 27%
per year from 2005 to 2010, driven largely by the company's acquisitions.
Particularly heavy acquisition activity pressured margins in the third quarter,
but I'm looking for them to bounce back strongly in 2012 because of the
company's history of successful consolidation. Also, there still is plenty of
room for IPC to grow, as there are more than 30,000 hospitalists in the United
States and only 1,100 of them are affiliated with IPCM.

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