John Leonard, CFA
Special situations, micro-cap, contrarian, CFA

Overreaction To Regulatory Fears Creates An Attractive Entry Point At Kindred Healthcare

The current valuation for Kindred Healthcare (NYSE:KND) more than discounts lower expected Medicare and Medicaid reimbursement rates and ignores favorable industry and company specific trends, strong cash flow and an "M&A put."

Company overview

KND is the largest diversifi...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
WITH SEEKING ALPHA PRO, INVESTORS CAN ALSO:
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
You are protected by the Seeking Alpha Money Back Guarantee and will get a prompt refund on the unused portion of your subscription at any time, for any reason.