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

      Commentary

      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

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

      Commentary

      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

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

      Headlines

      Sat, 23 Aug 2014

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

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

      Commentary

      Fri, 1 Aug 2014

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

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

      Commentary

      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

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

      Commentary

      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

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

      Commentary

      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

    8. Kidney Care Continues to Offset DaVita ’s Struggling Healthcare Partners Business

      Commentary

      Fri, 2 May 2014

      DaVita reported another surprisingly weak quarter ..... value estimate or narrow moat rating for DaVita . Management’s year-end outlook remains ..... reimbursement headwinds will continue to dog both of DaVita ’s segments, but management admitted

    9. Fresenius and DaVita Face Better-Than-Expected 2014, but Reimbursement Pressure Will Persist

      Commentary

      Mon, 25 Nov 2013

      assumptions for both Fresenius Medical Care and DaVita HealthCare Partners after the U.S. Centers ..... expansion. Based on the final rule, DaVita issued an outlook for roughly flat operating ..... division thanks to Medicare Advantage cuts. DaVita ’s management will discuss its outlook

    10. 10 High-Conviction Purchases by Our Ultimate Stock-Pickers

      Headlines

      Tue, 19 Nov 2013

      Combs and Ted Weschler--who have built up a $2.2 billion stake in DirecTV (DTV) and a $1.8 billion stake in DaVita ( DVA ). It is, however, a recognition that the last time Berkshire made a single bet of this size, the "Oracle of Omaha

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