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Todd Weller of Stifel Nicolaus says there's a big opportunity for investors in companies that provide information technology to giant health-care firms.
"Health care is one of the biggest industries that has yet to fully implement technology," Weller told CNBC. "They've underinvested, and certainly, it's a big industry, immensely inefficient; there's a tremendous amount of pressures on the sector that are only going to persist."
So where should a wise investor look?
Recommendations:
"Our best trade now is Eclipsys [ECLP
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]," he said. "They are a provider of hospital-focused solutions, and we think that this is one of the best fundamental stories if you look at the group over the last 12 months."
He also likes Allscripts [MDRX
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].
"Great play on physician electronic medical record adoption," he said. "Stock way oversold, too negative, I think Allscripts has meaningful upside."
Also on his list are Quality Systems [QSII
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] and Cerner [CERN
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].
Disclosures:
Weller's firm makes a market in shares of Eclipsys, Allscripts, Quality Systems, and Cerner.
Data is a real-time snapshot *Data is delayed at least 15 minutes