Amsurg Corp. (AMSG), after the heightened volatility of the last few months, seems well positioned to monetize the favorable dynamics in the Ambulatory Surgical Center (ASC) space, just as the benefits from the recent acquisitions start flowing through. The company's recent effort to lead consolidation in the space may have increased the 'uncertainty quotient', but the fundamentals suggest that both the timing and initiatives are apt and investors might be well served to capitalize on the heightened fear and take a closer look. This note carries forward the argument about the fast changing ASC industry, discussed in previous notes on Surgical Care Associates (NASDAQ:SCAI) and Surgery Partners (NASDAQ:SGRY).
Besides the broader market environment,
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|