Other stocks in the same industry aren't dropping like ENSG so I think the drop is company specific. No news, combined with well-known market manipulation by hedge funds, make it appear that someone wanted a buying opportunity to get some cheap shares. So I bought more.
It's really not THAT bad, and hard to imagine this is the news driving today's price, but it's the best I can figure. For now, I'll write off the Street's reaction as irrational panic by analysts who don't understand. It should bounce back next week when they figure it out.