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Paul Kusserow, CEO of home health care provider Amedysis and a former Humana executive, thinks CVS Health's agreement to buy Aetna, announced on Monday, is "very exciting."
Private equity firms' publicly traded equity holdings are a valuable source of ideas for growth and value investors, alike.
Food and health care companies were among the top stocks chosen in the quarter by the top PE firms.
It's apparently not all doom and gloom in the private-equity realm of stock picking these days.
It's one of those things people are going to need regardless of the economy.
Shares of home health and hospice care provider Amedisys are up over 50% so far in 2015.
Companies that provide end-of-life services have demographics on their side.
These stocks stand to benefit if Americans can accept the fact that rising health care costs aren't magically going away.
Financial pain caused by a flat yield curve will cascade from the insurance industry into health care.