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Fresenius Medical Care AG & Co. KGaA (ADR)

  • 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 »

  • 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 »

  • A Fast Growing Emerging Market Healthcare Story

    By Lee Samaha - April 13, 2012 | Tickers: BAX, DVA, FMS, NVO, SNY

    Healthcare is a sector that creates many contradictory investment ideas which sometimes make it difficult to see the big picture. For example, there are no shortages of healthcare enthusiasts that remind investors that populations are aging, so volume demand for healthcare will increase.  However, there are also plenty of commentators who point out that bloated Government debt plus the need to restructure health care will create a lot of political more »