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Continued Strength In Medicaid Bodes Well For WellCare, Argus Says
Thursday, June 7, 2018 - 12:20pm | 370WellCare Health Plans, Inc. (NYSE: WCG), a managed care company, is well positioned to take advantage of favorable industry-wide conditions both domestic and international, according to Argus. The Analyst Argus Research's John Staszak initiated coverage of WellCare Health Plans with a Buy...
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Baird: Healthcare Services Group 'Fairly Valued Until Top-Line Growth Reaccelerates'
Wednesday, February 7, 2018 - 2:56pm | 329While Healthcare Services Group, Inc. (NASDAQ: HCSG)’s market opportunity and value proposition remain robust in the long run, the company must focus on margin improvement to reaccelerate growth, according to Baird. The Analyst Baird’s Andrew Wittmann downgraded shares of Healthcare...
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Humana, Anthem Benefit From 'Attractive' Managed Care Sector, Jefferies Says
Friday, January 12, 2018 - 5:34pm | 447Between the potential for government health care reform and new online competition from Amazon.com, Inc. (NASDAQ: AMZN) and others, 2018 could be a notable year for health care stocks. One Wall Street analyst sees more pros than cons in the managed care space. The Analyst Jefferies analyst David...
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4 Health Care Stocks Prescribed As Buys By Goldman Sachs
Thursday, January 4, 2018 - 12:32pm | 403The 2018 health care landscape will be defined by a U.S. corporate tax cut and payer efforts to reduce costs, according to Goldman Sachs. By the firm's estimates, managed care organizations are particularly positioned to profit in this environment. The Rating Goldman Sachs analyst...
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Analyst Breaks Down The Bear Thesis For Lifepoint, Community Health
Thursday, January 4, 2018 - 8:49am | 460The managed care sector provides investors with access to a "structurally advantaged" sector that's "uniquely well-positioned" to take advantage of the current "Goldilocks cyclical backdrop" -- but this logic doesn't apply to every single stock in the group....
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Credit Suisse On Managed Care: Starts Centene, UnitedHealth And Others At Outperform, WellCare At Underperform
Wednesday, December 16, 2015 - 12:14pm | 589Scott Fidel of Credit Suisse initiated coverage of U.S. Managed Care and Healthcare Facilities on Wednesday with a Neutral sector rating. Fidel noted that fundamentals and politics will create a more uncertain trading environment next year after nearly two years of "unbridled investor...
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Managed Care Stocks Might Be The Best Defense Against Market Volatility
Wednesday, August 26, 2015 - 12:06pm | 366In a new report, Leerink analyst Ana Gupte offered one possible source of value following the recent market selloff: managed care stocks. Gupte sees further upside from many names in the space following big Q2 earnings beats. ‘Beats And Raises’ All year, managed care stocks have...
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8 Managed Care Stocks To Watch In Earnings Season
Thursday, April 16, 2015 - 4:17pm | 412In a recent report, analysts at Morgan Stanley previewed first quarter earnings for the managed care industry. The firm expects results broadly in-line with consensus, on average, for most names in the space, except Molina Healthcare, Inc. (NYSE: MOH). Among diversified managed care companies,...