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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (55815)	8/6/2015 1:06:34 PM
From: E_K_S	Respond to of 78671

Re: MRGE & QSII If you scan both this thread and the dividend for investment thread for "QSII", you will see my postings about the company and my reasons for starting a position. To summarize, the value proposition was this was the only company that paid a sustained dividend and had a good footprint in the medical software sector. They are/were still small enough to get acquired and/or merge with a larger company as the sector consolidates. IBM's purchase of MRGE was from left field but makes sense w/ their Watson AI software. QSII has no debt, 30% more sales than MRGE a similar footprint in Doctor's offices w/ similar applications and they continue to be profitable. They are still quite small (when you look at market cap and annual revenues) maybe only 30% the size of the top 5 players in the industry. My strategy is/was to own both companies and get more exposure to the health industry other than w/ Bio-tech stocks or more pharma/drugs. I also own medical REITs and bought some MPW today on their 25mln secondary offering offered at $12.25/share. I got a few shares at $12.05/share. Hope that helps. It's both a value proposition and portfolio dividend strategy. EKS