Universal Health Services (UHS) has been flying higher after an initial negative reaction to a mixed third-quarter earnings report. The stock has surpassed my revised $136 target, and now seems fully valued compared to other hospital peers at 14X next year’s EPS estimates.

Further outperformance seems questionable at this price, and I do believe pricing in health care will become an election issue as we approach 2020. Sell UHS, where we have a gain of approximately 20% as compared to flat Value Indexes over the same period.