Political Risk?One thing I am not quite in tune with on this stock is the impact of ACA and what healthcare reform means for CRH.
I know both the Democrats and Republicans were against "surprise billing" and I feel like CRH does gain from that through 'out of network' cases. When Tushar Ramani came in his idea was to get 'in network' with all major insurers so as to provide some certainty with respect to Revenues per Case - this certainly helps investors and the street better forecast growth and profitability for the company. The management team also hired a new Board Member, Brian Griffin, who has insurer experience and I suspect he is a big part of this initiative.
I look forward to the Q3 results which will hopefully show a nice rebound in case volumes and also look forward to hearing the conference call discussion which should set the stage for 2021.