Cerner Corporation (CERN) is a good quality company trading at a fair price. We like the competitive advantages Cerner has developed in its 40 years of operations. They have become a leader in healthcare IT, servicing more than 27,500 facilities around the world.
We also believe an investment in Cerner should be a candidate for a long-term hold. The competitive position of the firm aided by switching costs advantages puts the company on a path to sustainable long-term growth.
Currently, the company is looking for appropriate M&A deals and willing to divest operating