Portfolio RationalizationA newer and very intriguing focus on larger portfolio rationalization could look to monetize a materially larger amount of facilities, potentially reducing debt and finance leases, which paints a picture of potential material improvements in cash conversion.
TailwindsStrong tailwinds for Ambulatory Surgery Centers are supporting SGRY while the stock is trading at a depressed multiple.
ValuationValuation is seen as attractive at current levels and adding to positions is recommended for those with at least a 12-month investment horizon.