Healthcare operator HCA, has 182 hospitals and 2,300+ sites of care across the US along with operations in the UK i.e. it’s a significant operator and the trends across their business are improving. We are big fans of HCA, but it’s now on the expensive side of history, a concern we’ve flagged a number of times but the stock keeps rallying!
- While we feel HCA is fully valued, momentum is strong – MM holds HCA in our International Companies Portfolio.
MM is cautiously bullish HCA while momentum remains strong
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