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American Capital Agency Corp. (AGNC), Tibco Software Inc. (TIBX), Select Medical Holdings Corporation (SEM): Holy Yield, Batman!

I’ll admit that Select Medical Holdings Corporation (NYSE:SEM)’s first-quarter results probably made shareholders feel pretty ill last week. The effect of the sequester and weak Medicare reimbursement raises caused the company to lower its full-year outlook to a range of just $0.87-$0.94 from the $1.01 that Wall Street was expecting. But the catalysts here could be huge.

The big one, of course, is that the individual mandate will require individuals to carry health insurance by law. With fewer uninsured people under its care, Select Medical Holdings Corporation (NYSE:SEM)’s doubtful account provision would be expected to decline by a sizable amount. There’s also the fact that baby boomers are aging, which is going to introduce a huge influx of people needing specialized care within the coming decades — more so than we’re seeing now.

On a valuation basis, Select Medical Holdings Corporation (NYSE:SEM) is trading at just 8.5 times the midpoint of this year’s forecast and less than eight times next year’s. That seems like an incredibly cheap price to pay for what seems like guaranteed growth by the numbers.

Foolish roundup
This week’s theme really is all about the numbers game. American Capital Agency Corp. (NASDAQ:AGNC) can take advantage of record-low lending rates for at least the next few years, Tibco Software Inc. (NASDAQ:TIBX) is setting itself up for huge big-data-center wins down the road, and Select Medical Holdings Corporation (NYSE:SEM) will be a big winner from Obamacare and an even bigger winner from an aging population.

I’m so confident that these three names will bounce off their lows that I’m going to make a CAPScall of outperform on each one.

The article 3 Stocks Near 52-Week Lows Worth Buying originally appeared on and is written by Sean Williams.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

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