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  #1  
Old 06-24-2017,
AlfredSpase AlfredSpase is offline
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Just wanted to highlight an equity that IBD has featured on several occassions in the last 3 months. HMS Holdings Corp [HMSY] operates in the Recovery Audit Contrator space (or RAC for short).

The main case that IBD is making for HMSY is its contract with the Federal government to audit two of the big entitlement programs - Medicaid and Medicare. According to IBD, HMSY is a leader in this space.
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  #2  
Old 06-24-2017,
AliccassRob AliccassRob is offline
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Default Health Care Cost Containment - HMSY, AH, & ABCO

Staffing (AHS), Senior Living (CSU), hospitals (LPNT), proven biotech (AZN), IT/software (CERN)?

Just examples, not reco's. Well I do like AZN long-term and an account I manage owns CERN long-term.

I think plenty of potential here, but what are you looking for?
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  #3  
Old 06-26-2017,
Albertnaw Albertnaw is offline
 
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Thanks, BT. I will look into them.

As far as what I'm looking for I am looking to increase my healthcare sector exposure in a long-term account of mine. I already own a couple of device/equipment providers such as BDX et al. I am looking for something with a decent macro story, double-digit ROE, and preferably a multi-year history of dividend increases as my preferred proxy for management's philosophy of returning value to shareholders.
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  #4  
Old 06-27-2017,
AlfonsoFra AlfonsoFra is offline
 
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Curious if anyone can suggest a long-term holding in the health care space.

Not looking for a device company. And my holding period would be greater than 12 months so legitimate earnings are important.
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  #5  
Old 06-28-2017,
AleishaKee AleishaKee is offline
 
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I suspect this may be a stock worthy of the watchlist as more and more babyboomers approach retirement age and qualify for Medicare. Also, should Barack win reelection there is virtually zero chance Obamacare would get repealed meaning several million more individuals making claims for government reimbursement. This would likely translate into a boon for firms in this space such as HMSY.
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