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Fly News Breaks for February 21, 2018
WCG, MOH, CNC
Feb 21, 2018 | 06:13 EDT
Now is an "ideal time" to step in and buy Medicaid Managed Care Organizations Centene (CNC), Molina Healthcare (MOH) and WellCare (WCG), Piper Jaffray analyst Sarah James tells investors in a research note. The stocks are down 12% over the last few weeks due to a combination of the flu and various reform/waiver concerns, the analyst points out. She does not view these as material and says "this is when you double down." Centene is James' top pick.
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