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 HMS Holdings
So what: Third-quarter revenue climbed 15% to $92.4 million as profit improved 31% to $0.17. Analysts were calling for $0.16 in earnings on $96.76 million in revenue, Bloomberg reports.
Now what: Color me surprised. If anything, given all the back-and-forth over health-care legislation, you'd think HMS services for cutting costs and waste from government and private health-care plans would be in high demand. Apparently that's not the case. Do you agree? Would you buy shares at current prices? Please weigh in using the comments box below.
Interested in more information about HMS Holdings? Add it to your watchlist.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He didn't own shares in any of the companies mentioned at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.