Browse by ▼

DaVita, Inc.

  • Why Warren Buffett Loves DaVita...And You Should, Too

    By Jessica McCann - May 16, 2013 | Tickers: BRK-B, BRK-A, DVA

    Headquartered in Denver, Colorado, DaVita (NYSE: DVA) is one of the largest kidney care companies in the United States. The company specializes in diabetes-related care for approximately 158,600 patients across 2,032 outpatient dialysis centers, including in-center hemodialysis, in-center nocturnal dialysis, peritoneal dialysis, home hemodialysis, renal diet assistance, vascular access management, and chronic kidney disease education.

    Last Wednesday, board members disclosed a standstill agreement with Berkshire Hathaway (NYSE: BRK-Amore »)

  • Reasons To Be Bearish On Berkshire Hathaway

    By Bob Chandler - March 19, 2013 | Tickers: BRK-B, DVA, DTV

    Warren Buffett, the famed investor and CEO of Berkshire Hathaway (NYSE: BRK-B), recently announced that a bearish viewpoint will be presented at the upcoming annual meeting. While it’s not clear what kind of evidence this bear analyst will offer, it does look like there are some compelling reasons to be pessimistic on the stock.

    One reason is that the company looks a bit too expensive. Berkshire’s consolidated intrinsic more »

  • Why Warren Buffett Likes DaVita

    By Marivic Cabural - March 18, 2013 | Tickers: BRK-B, BRK-A, DVA, FMS

    Warren Buffett’s Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) is now the largest shareholder of DaVita (NYSE: DVA) with 13,607,935 shares as of December 31, 2012. Buffett’s holding is worth more than $1.5 billion, which represents 2 percent of his portfolio.

    Berkshire Hathaway initially acquired a stake in the DaVita during the fourth quarter of 2011. Since then, the billionaire investor increased his position in the more »

  • Ted Weschler's Favorite Health Care Company

    By Ted Cooper - March 14, 2013 | Tickers: BAX, DVA, FMS

    The growing obesity epidemic is putting a strain on the U.S. health care system. But not everyone loses from this trend. Dialysis providers DaVita HealthCare Partners (NYSE: DVA) and Fresenius Medical Care (NYSE: FMS) are poised to profit from the proliferation of obesity and related diseases, namely diabetes.

    Profitable Niche

    Once you look at the business, it is not hard to understand why Ted Weschler -- one of two managers more »

  • Is DaVita Worth a Buy?

    By Anh HOANG - March 13, 2013 | Tickers: AMGN, DVA, FMS

    In order to be successful in investing, just pick a great company and stick with it through ups and downs. That is what Charlie Munger often advises investors to do. Indeed, Warren Buffett has become a better investor when his investment philosophy shifted towards great quality businesses. Recently, Berkshire Hathaway has been adding shares of DaVita Healthcare Partners (NYSE: DVA) to its portfolio, even as its share price reached its more »

  • Hedge Fund Managers Have Bought These Stocks Recently

    By Meena Krishnamsetty - March 8, 2013 | Tickers: BWLD, CWH, DVA, FOE, QLGC

    The most complete picture of what hedge funds own comes in the form of quarterly 13F filings. Even though the information in these filings is somewhat out of date by the time it is made public, it is still possible to use it to earn profits; we have found that the most popular small cap stocks among hedge funds earn an excess return of 18 percentage points per year, and more »

  • Buffet is Playing Catch Up

    By Kyle Campbell - February 25, 2013 | Tickers: BRK-B, DVA, DTV, HNZ

    Fiscal 2012 was fairly uneventful for Berkshire Hathaway (NYSE: BRK-B) in terms of acquisitions; Warren Buffett and his loaded rifle found no elephants large or impressive enough to bag. However, this year may be shaping up differently, with a decent-sized acquisition already announced just two months into 2013. With interest rates lower than the average rate of inflation, Berkshire’s cash is losing buying power with every passing day. For more »

  • 2 Specialized Healthcare Companies With Great Return Potential

    By Joseph Harry - February 20, 2013 | Tickers: BRK-B, BRK-A, DVA, GILD

    There are many healthcare stocks traded on the market that an investor can choose from. I've seen numerous articles that claim that many healthcare stocks are good investments because they will greatly benefit from "Obamacare" or because of the aging American population, and/or numerous other reasons. When looking at the healthcare sector, there's "big pharma" to invest in. The makers of medical devices are another option. Drugstores more »

  • Is This Buffett's Next Acquisition?

    By Shmulik Karpf - February 19, 2013 | Tickers: BRK-A, GLW, DVA, HNZ, MCD

    On Feb. 14, the management of H.J. Heinz (NYSE: HNZ), the specialty ketchup and beans manufacturer, announced that it agreed to be acquired for $28 billion by outside investors, including Warren Buffett's Berkshire Hathaway (NYSE: BRK-A). The deal is shaping up to be the largest acquisition in the food industry ever. In response to the news, shares jumped 20% to close at $72.50.

    Buffett's acquisition guidelines more »

  • Investment Insights from Warren Buffett’s Big Buys

    By Aubrey Tabuga - February 19, 2013 | Tickers: ADM, DVA, GM, WBC, WFC

    This article looks into the fourth quarter big buys of Warren Buffett’s Berkshire Hathaway. Mr. Buffett needs no introduction, and every move he makes is considered with the highest regard.  In the fourth quarter, Berkshire Hathaway had $75.3 billion assets under management.  Its big buys were Wells Fargo & Company (NYSE: WFC), DaVita Inc. (NYSE: DVA), General Motors Company (NYSE: GM), WABCO Holdings Inc. (NYSE: WBC), and Archer Daniels more »

  • Xerenex Kidney Treatment: A Game Changer for Keryx Biopharmaceuticals

    By Marivic Cabural - February 10, 2013 | Tickers: DVA, KERX, SNY

    Keryx Biopharmaceutical’s (NASDAQ: KERX) latest kidney drug called Zerenex is a game changer for the company after achieving positive results from its long-term Phase 3 study, which is the second and final obligation under the special protocol assessment (SPA) clinical program with U.S. Food and Drug Administration (FDA). Zerenex is a phosphate binder designed to treat hyperphosphatemia in patients suffering from end stage renal disease (ESRD).

    The company more »

  • Inflation: Rotten to the Core

    By Kyle Campbell - January 25, 2013 | Tickers: AAPL, CMG, KO, DVA

    If you believe, as I do, that inflation is in our near future, investors beware! To succeed in an inflationary environment, investors must carefully choose the companies in which they place their hard-earned money. If chosen properly, investors are at the very least able to maintain their purchasing power, whereas poorly chosen companies will simply eat away at your nest egg. Let’s look at two companies that may face more »

  • 5 Berkshire Companies With Amazing Returns On Equity

    By Mike Thiessen - December 6, 2012 | Tickers: KO, DVA, IBM, VIAB, WMT

    When investors look for return on equity (ROE), they are generally considering how well a company has been able to reinvest the resources they have been provided by their stockholders. In other words, the percentage of return on equity can give an investor an idea of how efficient the company is at generating additional revenue. Buffett, being the type of investor that he is, would certainly take the percentage of more »

  • Warren's Wonderful World

    By AnnaLisa Kraft - November 13, 2012 | Tickers: DVA, IBM, LINTA, STRZA

    Warren Buffett has uttered so many truisms over the years he's like the Mark Twain of business. Few humorists have come up with so many pithy and succinct witticisms.  A recurring theme is that he loves the concept of a "wonderful company."

    • "Time is the friend of the wonderful company, the enemy of the mediocre."
    • "It's far better to buy a wonderful company at a fair price than more »

  • A No-Brainer Investment

    By Anh HOANG - November 7, 2012 | Tickers: BRK-A, DVA, MEG, PSX, WFC

    Berkshire Hathaway (NYSE: BRK-A) is one of the most admired corporations in the world. Two of the most legendary investors in the world, Warren Buffet and Charlie Munger, have managed to create long term value for their shareholders. For over 40 years, shareholders have enjoyed the annual compounded return of around 20%.

    Recently, the company just announced its Q3 earnings results. Its third quarter revenue was $41 billion, 22.8 more »

  • Warren Buffett Buys More of This Healthcare Stock

    By Meena Krishnamsetty - October 23, 2012 | Tickers: ACHC, DVA, HGR, HLS, MD

    Warren Buffett’s Berkshire Hathaway has continued buying shares of DaVita (NYSE: DVA) in the month of October, including a purchase of over 60,000 shares on October 16. Berkshire had initiated its position in the company in the fourth quarter of 2011, with 2.7 million shares in its portfolio at the end of the year, and then increased its stake further in the first half of the year more »

  • Insider Siren: Should we Accumulate These Stocks as well?

    By Brian Gorban - October 17, 2012 | Tickers: ABT, BRK-B, DVA, OPK

    The stock market and investing in general has its way of humbling even the best investors as nobody has proven to have a method that is truly infallible. However, one method that has proven to be useful in determining whether a stock is moving higher is insider buying due to one simple reason: insiders accumulate shares, just like the common investor, to make more money. Furthermore, insiders arguably are able more »

  • A Healthcare Provider Warren Buffett is Excited About

    By Anh HOANG - October 16, 2012 | Tickers: BRK-A, DVA, FMS, HGR

    Recently, the most successful investor in the world, Warren Buffett has topped off his position in DaVita (NYSE: DVA) for an average price of $107.80. Now his company, Berkshire Hathaway (NYSE: BRK-A) owns more than 9.6 million shares, equivalent to 10.8% of the company. Berkshire first bought 2.7 million shares of DaVita at the end of 2011 for around $71 per share. Since then, DaVita has more »

  • Why Did Warren Buffett Up His Stake in This Healthcare Company?

    By Meena Krishnamsetty - October 4, 2012 | Tickers: BAX, DVA, FMS, HCA, THC

    In a Form 3 filing issued with the SEC recently, Warren Buffett’s Berkshire Hathaway Inc. (BRK)disclosed that it now owns more than 10% of dialysis services provider DaVita Inc. (NYSE: DVA). The move increased Buffett’s total holdings of DaVita to 10.2 million shares, with the most recent transaction amounting to little over 280,000 shares worth $29.7 million. The “Oracle of Omaha” now holds a more »

  • 5 Stock Picks from Gates Capital Management

    By Meena Krishnamsetty - September 25, 2012 | Tickers: DAR, DVA, MHFI, NTK, SNA

    Jeffrey Gates founded Gates Capital Management in 1996 after a career researching and selling high-yield bonds and currently serves as the fund’s portfolio manager. Gates is an event-driven investor who seeks to identify “dislocation events” at public companies that create cash flow and sustainable value. Read on for analysis of five of the fund’s top holdings.

    Gates reported owning 2 million shares of Nortek (NASDAQ: NTK), the fund more »

  • Page 1 of 2