HMS Holdings Corp. ($HMSY) Target: $112 Confident Investor Rating: Good

Several times a year, a Confident Investor must reevaluate the companies in the portfolio. Keeping your money in a stock that no longer qualifies as a "Good" company can end up hurting your investment performance a great deal.  Also, there are a lot of Good Companies so losing the worst of the best is not going to impact the ability to have a balanced portfolio.  Over the coming days, this site will evaluate each stock on the Watch List.

 

Company name HMS Holdings Corp.
Stock ticker HMSY
Live stock price [stckqut]HMSY[/stckqut]
P/E compared to competitors Fair
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $122.22
Target stock price (averages with growth) $182.71
Target stock price (averages with no growth) $113.78
Target stock price (manual assumptions) $108.93

The following company description is from Google Finance: http://www.google.com/finance?q=hmsy
HMS Holdings Corp. (HMS) provides a variety of cost containment, coordination of benefits and program integrity services for government-sponsored health and human services programs. The Company?s clients are state Medicaid agencies, government-sponsored managed care plans, Pharmacy Benefit Managers (PBMs), child support agencies, the Veterans Health Administration (VHA), the Centers for Medicare & Medicaid Services (CMS), commercial plans, self-funded employer plans and other healthcare payors. In September 2009, it acquired IntegriGuard LLC an International Organization for Standardization (ISO) certified and Utilization Review Accreditation Commission (URAC) accredited organization, which provides services related to the prevention and detection of fraud, waste, and abuse in the healthcare system. In December 2009, HMS acquired the assets of Verify Solutions, LLC. In September 2010, the Company acquired Chapman Kelly.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

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