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Michael Fritzell's avatar

Big insider buying in this one. Given the Medicare cut and the valuation disparity vs its peers it might be worth having ehab as one of the legs of a pair trade

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Value Don't Lie's avatar

That's a great thought... The industry still seems to have favorable characteristics for long term value creation. I can't help but notice what Chemed has done with their VITAS business over a long period of time... May need some patience with EHAB

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