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Healthcare And Marketing Lag; Technology Produces Mixed Results

Constant Contact (NASDAQ:CTCT) is marketing firm that specializes in marketing and communications. They specialize in helping clients engage customers through email marketing, social media marketing and event marketing. Constant Contact helps over a half a million firms with their campaigns. The firm underperformed in the second quarter when it posted a net profit margin of -.74% down from 11% last year as well as an operating margin of -.65%, down from 4.66% in the same quarter last year. After announcing that its revenue was $63.8 million, up 17% from the same time last year, the firm's stock has tumbled. Today Constant Contact (CTCT) is trading down 25% at $12.69.

In healthcare news, HMS Holdings Corp. (NASDAQ:HMSY) is trading down 23.63% at $20.56. After posting a decent showing in the second quarter of this year, the New York based firm recently released its third quarter outlook. The company announced that its revenue is $113.4 million, up 22.6% from the same time last quarter. Today, the firm's stock is trading down 24.03% at $20.45. HMS Holdings Corp. (HMSY) is a healthcare service firm that specializes in cost-containment services for healthcare providers around the country. Based out of New York, the firm is widely seen as the nation's leading provider of integrity services and coordination of benefits.

In IT news, Cerner Corporation (NASDAQ:CERN) has many heads turning at its stocks performance today. The firm's stock is up 11.98% today at $76.73. Based out of Kansas City, Missouri, the firm recently posted an impressive second quarter in which its net profit margin was 14.62% and its average return on equity was 11.72%, both up slightly from last year. Driven by revenue increases from the growth of the Support, Maintenance and Services, the firm's net income increased by 25.4% from the same time last year and in the third quarter posted earnings of $.45 per share. Cerner Corporation specializes in information technology solutions that help to optimize healthcare processes.

Verisign Inc. (NASDAQ:VRSN) is a provider of internet infrastructure services; the company specializes in helping businesses with domain name registry and infrastructure assurance. Earlier in the year the firm posted a robust quarter with a net profit margin of 31.98% and an operating margin of 49.98%, up tremendously from the same time last year. Recently, Verisign Inc. (VRSN) made headlines when it cut its guidance for the third quarter. This move was viewed negatively by many investors causing the stock to drop down 16.09% to$38.93.

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Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.