President Obama has vowed to drag U.S. health care into the 21st
century, allocating billions of stimulus dollars to streamline the
nation's byzantine health systems. With big financial incentives being
dangled in front of doctors and other providers, more than $20 billion
will be spent on electronic medical records, the cornerstone of a
massive health IT overhaul. Here are some of the stocks most likely to
reap the benefits of Obama's ambitious health care agenda....
...Cerner and its rival Computer Programs and Systems (CPSI) are
nonetheless well positioned, according to Raj Prabhu, managing partner
of Mercom Capital Group, which specializes in health care research.
"Like McKesson, these guys are on the hospital side," he told
TheStreet.com, adding that customers will soon know what systems they
can buy. The U.S. government is currently laying out its criteria for
what constitutes "meaningful use" of electronic records, according to
Prabhu, who says that this should be in place in October or November... Click here to read the article in its entirety.