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  1. Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio


    Wed, 18 Feb 2015

    V, MasterCard MA, and Viacom VIA; as well as smaller additions to Phillips 66 PSX, Directv DTV, Liberty Global LBTYA, DaVita DVA, and General Motors GM. Berkshire also reported 8.4 million shares of Restaurant Brands International QSR, acquired

  2. Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio


    Tue, 17 Feb 2015

    Suncor Energy, Visa, MasterCard, and Viacom; as well as smaller additions to Phillips 66, Directv, Liberty Global, DaVita , and General Motors. Berkshire also reported 8.4 million shares of Restaurant Brands International, acquired from its wholly

  3. DaVita Posts Decent Fourth Quarter as Medicare Hurdles Persist for 2015


    Fri, 13 Feb 2015

    DaVita HealthCare Partners posted fourth-quarter ..... HealthCare Partners segments. Although we think DaVita ’s reimbursement issues remain a significant ..... Favorable volume trends continue to fuel DaVita ’s reported 8.6% revenue growth

  4. DaVita Highlights Unsurprising 2015 Outlook in Light of Ongoing Payment Pressure


    Fri, 7 Nov 2014

    DaVita HealthCare Partners delivered third-quarter ..... outlook, since we have previously highlighted DaVita 's ongoing reimbursement challenges from ..... our view. Nonetheless, we still think DaVita continues to navigate this challenging environment

  5. Fresenius Continues to Slowly Overcome Challenges in Third-Quarter Results


    Tue, 4 Nov 2014

    think Fresenius has navigated recent reimbursement pressure in the dialysis market less successfully than its closes peer, DaVita . Fresenius' 6.6% organic growth this quarter showed modest improvement over recent results. Organic revenue growth of

  6. A Shift in Health-Care M&A Activity


    Sat, 23 Aug 2014

    Speaking of diabetes, how do you view DaVita HealthCare Partners DVA as a potential ..... a certain amount of attractiveness for DaVita in that diabetes is a big contributor to dialysis and DaVita is one of the largest dialysis providers

  7. Kidney Care Remains DaVita ’s Bright Spot in a Tough Environment


    Fri, 1 Aug 2014

    Despite weakness in both of DaVita HealthCare Partners’ business segments ..... reduction in administrative costs, DaVita upheld healthy segment operating margin ..... treatment growth to remain strong for DaVita . We also expect profitability to improve

  8. Fresenius Meets Expectations and Cautiously Enters Coordinated-Care Market


    Thu, 31 Jul 2014

    Illinois and Texas. We're usually skeptical of deals outside of management's expertise in dialysis, a criticism we share with DaVita 's large merger with Healthcare Partners. While we think Fresenius' global dominance in the dialysis market is enough to

  9. Addition of Verizon and Trimming of GM Most Notable Changes in Berkshire's 1Q Portfolio


    Thu, 15 May 2014

    in March 2009. The only other notable additions during the period was the purchase of an additional 1.2 million shares of DaVita (for $75 million), 233,000 shares of IBM (for $45 million), 724,000 shares of VeriSign (for $40 million), and

  10. Seeking PORT advice...please review current and offer suggestions


    Tue, 6 May 2014

    represents 100% of my employer 401k I have currently have 7k in Roth IRA in FMILX Fedility New Millenium I have approx 50k in DVA Davita healthcare and 12k in CRAY...both showing currently 10k combined in profits from my cost basis. I have 15k in cash in the

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