Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of health-care service provider HCA Holdings
So what: The company released second-quarter results this morning, and investors didn't like 'em one bit. Earnings fell 36% year-over-year on 4% higher revenue.
Now what: Management pinned the dramatically thinner margins on an unfavorable shift from high-value surgical procedures to "less acute medical cases." Hooray for healthy humans, of course, but it's bad news for hospital operators. Industry peers Health Management Associates
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