CNBC Stock Blog
- 5 Stocks That Benefit from Health Care Legislation: Analysts
- 9 Stocks That Play Rising Water Costs: Strategists
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Rally Could 'Have Some Legs in 2010': Market Strategist
- Expect a 'Square Root-Shaped' Recovery: Chief Investor
- HP to Feed on Enterprise Spending Next Year: Tech Analyst
- How Stock Investors Can Play Holiday Travel
- 3 Growth Opportunities in Tech: Analyst
- Prep Your Portfolio for Next Week: Stock Pickers
- Global Growth Good for Portfolio: Stock Picker
MOST SHARED
- The 'Real' Jobless Rate: 17.5% Of Workers Are Unemployed
- Why Amazon Rules Retail
- Wave of Debt Payments Facing US Government
- Paul: Audit the Fed
- China Eastern to Complete Shanghai Air Buy by End '09
- The Social Media Gaming Threat
- JAL Slides to Record Low on Bankruptcy Jitters
- Gold Will Collapse Like Oil Did in 2008: Charts
- Prepare For Large Decline In Stocks, Next Year?
- Nielsen Ratings Coming to Video Games
- Can Murdoch Help Bing Challenge Google and Shift the Content Equation?
- HP's Mark Hurd
- HP Comes in As Expected; Is It Time to Buy?
- 9 Stocks That Play Rising Water Costs: Strategists
- Weis' Deal Likely Won't Change Big Money Contracts
- Gold Prices Can Double in 3 Years: Portfolio Manager
- Nov. 23: Unusual Volume Leaders
- Help Wanted—Please Run $4 Billion University
- Apple Comes to AT&T's Rescue
- Tuesday's Heavy Dose of Data to Dictate 'Risk' Behavior
- World's Largest Share Issue Priced at Deep Discount
- Obama says Boosting US Jobs is Top Priority
- GM to Cut up to 9,500 Jobs in Europe
- Playboy to Outsource Most Magazine Operations: Report
- Why the Dollar Will Likely Stay Weak for Some Time
- Appeals Court Denies Microsoft's Alcatel Petition
- HP Comes in As Expected; Is It Time to Buy?
- Cramer: What Monday’s Housing Number Really Means
RSS FEED
Text Size 
CNBC News Associate
As the health care debate continues, Todd Weller, health care IT analyst at Stifel Nicolaus, and Les Funtleyder, health care strategist at Miller Tabak, zero in on health care names that may bring healthy returns.
“Health care information technology adoption continues to be a key secular area of growth and it’s decoupled from the broader reform efforts because of the incentive programs that were in the economic stimulus signed back in February,” Weller told CNBC. (Read below for his stock picks.)
As a result, health IT vendors should benefit, as providers increase their adoption of electronic medical records, said Weller.
In the meantime, Funtleyder said he still prefers the larger-cap health care names.
“There’s still a fear discount in the market for the insurers like UnitedHealth [UNH
Loading...
()
] and Humana [HUM
Loading...
()
] so the market is in the process of retracing those discounts,” he said.
“We think there’s some upside going into the second half of the year.”
Weller Recommends:
Eclipsys [ECLP
Loading...
()
]
Allscripts Health Care [MDRX
Loading...
()
]
Cerner [CERN
Loading...
()
]
______________________________
More Investment Ideas:
- Your Portfolio Needs Structured Products: Strategist
- Equities Set For 'Double-Digit' Rates of Return: Manager
______________________________
CNBC Slideshows:
______________________________
Disclosures:
Weller’s firm Stifel, Nicolaus & Company makes a market in the securities of Eclipsys, Allscripts and Cerner. Weller has an investment banking client who owns shares of Eclipsys.
Funtleyder does not own shares of any of the firms mentioned above.
______________________________
______________________________
Data is a real-time snapshot *Data is delayed at least 15 minutes