Thesis
Healthcare stocks have had a rough go of it in recent months for multiple reasons, and HMS Holdings (HMSY) has been no exception.
The recent Covid-19 market selloff has been the latest pressure facing healthcare stocks. If the economy is going off a cliff, then it makes sense that everything - including healthcare names - has finally come crashing down.
But if we're not going off a cliff, then healthcare stocks, in particular, should perform well moving forward. With Bernie Sanders out of the picture for Democratic nominee for president, the last