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
By John Vincent : This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaway's US stock portfolio on a quarterly basis. It is based on Warren Buffett's regulatory 13F Form filed on 08/14/2014. Please visit our Tracking 10 Years Of Berkshire ...
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
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
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
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
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
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
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
holdings at the end of the third quarter). The only other buying activity during the period involved minor additions to DaVita DVA , US Bancorp USB, Suncor Energy SU, VeriSign VRSN, and Bank of New York Mellon BK.