S&P 500: 1,317.11 Change: -0.21%

rjm77me

P&P Score: 99.94 Points: 616.65 Accuracy: 77.28% Average Pick Score: 0.89 Annual Return: 32.85% (94.05% since 7/16/09)

rjm77me's Blog : HIG offers decent risk and reward at 23.25

July 14, 2010

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rjm77me

July 14, 2010 13:17 Edited: July 14, 2010 by rjm77me Abuse this post

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Adding MDRX to buy watch
Healthcare IT: final “meaningful use” rule should drive new physician IT demand - Caris (24.96 )

Caris notes through the Final Meaningful Use (MU) rule issued on Tuesday, Centers for Medicare and Medicaid Services (CMS) is attempting to spur HCIT adoption while fulfilling the Obama administration's long term goal to improve healthcare quality. Net-net, CMS' final MU rule favors the physicians more than the hospitals. The lower MU requirements will encourage more physicians to acquire HCIT systems in the coming months. In firm's coverage universe, the major beneficiaries are physician HCIT cos with significant small group and individual physician exposure (in rank order): ATHN, MDRX, and QSII.

rjm77me

July 16, 2010 12:45 Abuse this post

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Bought some Sept options on dip today Sept 21 calls

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