Meanwhile, the market moved stocks higher that were perceived to have takeover potential, however Sacconaghi does not feel they are targets. That list follows: Cerner Corp (CERN), Computer Program Systems (CPSI) and Eclipsys Corp. (ECLP).

secular business trend fueled by Federal stimulus

Upgraded by Avondale Partners from Mkt Perform to Mkt Outperform

high yield dividend

Downgraded by Prudential from Neutral to Underweight

Upgraded by Hilliard Lyons from Long-term Buy to Buy

From Value Discipline:

" Computer Programs and Systems (CPSI) has an incredibly generic name that sounds like a circa-1960 course at college. However, this is a company with a far from generic or prosaic record. This is a business focused on delivering healthcare information services.

I believe that this business has a strong competitive moat given its focus on small community hospitals. One of the important characteristics of businesses with a competitive moat is "serious" profitability. This business has a return on capital of 42% over the last twelve months."

never recovered