Just wanted to highlight an equity that IBD has featured on several occassions in the last 3 months. HMS Holdings Corp [HMSY] operates in the Recovery Audit Contrator space (or RAC for short).

The main case that IBD is making for HMSY is its contract with the Federal government to audit two of the big entitlement programs - Medicaid and Medicare. According to IBD, HMSY is a leader in this space. I suspect this may be a stock worthy of the watchlist as more and more babyboomers approach retirement age and qualify for Medicare. Also, should Barack win reelection there is virtually zero chance Obamacare would get repealed meaning several million more individuals making claims for government reimbursement. This would likely translate into a boon for firms in this space such as HMSY.

Here's one article on the topic that provides a nice cursory overview. Perform your own due diligence before trading.