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Ben Andrew, an analyst at Blair, believes that the decision by the U.S. to reverse the proposed Medicare Advantage will reduce near-term headwinds and improve the long-term outlook for DaVita
DVA.
Blair believes that DaVita is one of the "best positioned" companies set to benefit from the U.S. government shifting more risk to health care providers.
The firm currently has an Outperform rating on DaVita.
DVA is currently up ~6 percent in Tuesday's session.
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