Darspal S Mann
Long/short equity, growth at reasonable price, special situations, deep value

Healthways Is Getting Back In Shape

For the last few years, Healthways Inc. (HWAY) has been one of those names that consistently frustrated the investors by dangling promises but never delivering. Investor doubts have ranged from competition, execution, margin pressures to even the business model itself, and the stock has more or less reflected the same, but it is about time to take another look at the name.

Fundamental doubts about the business model are dissipating, the company has great assets, good operating leverage, activist investor driven new Board, better visibility and an improved execution, while the stock has not done much to show for it.

The stock, in the coming months, may not just reflect the improving revenue growth, contract renewal rates,...

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