Hospital stocks have gone on a huge run, gaining roughly 40% year to date. Investors are anticipating the positive impact of Obamacare on the companies' financials. However, the next phase may be one of industry consolidation.

With its CEO suddenly departing and a Susquehanna Financial analyst claiming Community Health is looking to make a large acquistion, Health Management has the rumor mill churning

In this video, health-care analyst David Williamson discusses what these events mean for investors in Health Management and for its competitors in the hospital sector.