Ben Levisohn at Barron's has taken stock of hospital investor and analyst sentiment following the second-quarter earnings reports of most of the industry players. His takeaway: Stocks of HCA Holdings, Community Health Systems, LifePoint Hospitals and their peers have "more room to run" thanks to the benefits of the Affordable Care Act and a still-improving economy.
"It is the first time since the credit crisis that the group has had multiple drivers still in front of it," says UBS analyst A.J. Rice.
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