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Warren E. Buffett SCHEDULE 13D/A
SHARED VOTING POWER
36,095,570
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
43.0%
https://fintel.io/doc/sec-berkshire-hathaway-inc-1067983-sc-13da-2024-august-08-19943-717
DaVita Inc. $DVA
Book Value Per Share (mrq) 11.66
DaVita Inc. $DVA Total Debt (mrq) 12.11B
News: $DVA DaVita Commences Self-Tender Offer To Purchase For Cash Shares Of Its Common Stock For An Aggregate Purchase Price Of No More Than $1.2 Billion At A Purchase Price Of Not Less Than $53.50 Per Share And Not More Than $61.50 Per Share
DENVER , July 22, 2019 /PRNewswire/ -- DAVITA INC. (NYSE: DVA), "DaVita," a Fortune 500 ® health care provider focused on transforming care delivery to improve quality of life for patients around the globe and the largest provider of kidney care services in the U.S., annou...
In case you are interested DaVita Commences Self-Tender Offer To Purchase For Cash Shares Of Its Common Stock For An Aggregate Purchase Price Of No More Than $1.2 Billion At A Purchase Price Of Not Less Than $53.50 Per Share And Not More Than $61.50 Per Share
News: $DVA DaVita Inc. Announces Preliminary Second Quarter 2019 Results and Updated Guidance for Fiscal Year 2019
DENVER , July 22, 2019 /PRNewswire/ -- DaVita Inc. (NYSE: DVA) ("DaVita" or "Company"), today announced preliminary second quarter 2019 financial and operating results and updated guidance for fiscal year 2019. The Company is releasing this information to provide investors w...
In case you are interested DaVita Inc. Announces Preliminary Second Quarter 2019 Results and Updated Guidance for Fiscal Year 2019
News: $DVA DaVita Inc. Schedules 2nd Quarter 2019 Investor Conference Call
DENVER , July 22, 2019 /PRNewswire/ -- DaVita Inc. (NYSE: DVA), a leading provider of kidney care services in the United States and in 9 countries around the world, announced today that it will hold its quarterly conference call to discuss second quarter results on Thursday, Augus...
In case you are interested DaVita Inc. Schedules 2nd Quarter 2019 Investor Conference Call
News: $DVA New Technology Helps Nephrologists Better Manage Patients with Chronic Kidney Disease
DENVER , Jan. 17, 2019 /PRNewswire/ -- DaVita Physician Solutions , a wholly owned subsidiary of DaVita Inc. (NYSE:DVA), today announced the successful implementation of its newest product offering, CKD EHR by Epic. This technology helps nephrologists care for patients ...
Read the whole news https://marketwirenews.com/news-releases/new-technology-helps-nephrologists-better-manage-patients-with-chronic-kidney-disease-6996024.html
Told you all $$$$$$ Weeeeeeeee
Tic toc tic toc $$$$$$$
They are burning cash on GTM's and refuse to hire them, even though they are burning through mark-up costs by keeping them long term. They aren't proving opportunities to hire. Bad business practices
Its a shame that DaVita treats their staff they hire to work short hours, but run as many patient's through to increase profits, yet they wont pay their help. Under staffing centers for profit, yet the CEO (aka the Chief) makes 30 million a year.
Problem is growth in North America not the global market. Ever heard of implosion, it's coming to Denver. Core values of the company out the window, now they spread their talent thin and cheap at the facility level(that would be the clinical staff). KT CAN'T do what he did with DaVita in North America since 1999. If rapid global growth detracts from the largest market for dialysis, (USA) then KT is just running as fast as he can from the truth about ACA and dialysis reimbursement. Bottom line, KT forgot core values, his TEAMATES, and they do the clinical work and take less MONEY than NON corporate health care. That means USA TEAMATES and core values will disintegrate once the shift is completely to a global market. Ask how many bonuses clinical staff get for reaching metric goals. Those bonus programs were designed to get the clinical staff to meet these goals and prove DaVita was the provider of choice(a core value by the way). Those bonuses are nearly gone unless rolled out in unison by corporate. BUT the bonuses for middle management are big. The administrator has a plethora of bonus programs to choose from. Metric bonuses, employee retention bonuses, special retreats and training. Then there's the regional directors who get bonuses for herding their administrators into the right numbers. SOOO thanks KT for that phenomenol performance for 15 years, uhh your belief in your teamates and company core values WERE great. You won't find friends on the other side of the pond as you did here.
Kent Thiry delivered again. revised guidance up, cash flow through the roof. now pay down that debt and keep on trucking!
Corporate dialysis healthcare will be seriously challenged by ACA (Obamacare) issues. Will DVA lose more private insured patients the "golden goose" in healthcare? Quickly aging boomer generation and their epidemic of type II diabetes and HTN will overwhelm dialysis clinics with the medicare insuranced which only covers COST of treatment and equals no profits. If this huge generation and even younger transition from private insurance due to automatic medicare eligibility for any dialysis patient, then what will create the growth opportunities? Just look what happened in September. The threat of a 10% reduction in medicare reimbursement from CMS caused serious retraction of DVA pps and right after a split. So what happens when the number of DVA medicare patients grows to a number where growth is halted or limited to decreasing private insured patients and the goverment reduction of medicare reimbursements? I know DVA is global and is in India and other countries, but IMHO the bread and butter of DVA is in North America and what will ACA do to the industry. But then again Buffet bought over a 100million shares recently so what growth does he see in this industry where private insured patients will decrease? I can only paraphrase what Mussolini said that the path to Fascism is through Corporatism. Just another bailout for a corporation to "big" to fail.
Slowsteady is off his/her rocker. Davita is a mega giant in the industry. Amidst tumultuous times in healthcare reform and payment cuts, we continue to lead the pack, with an extremely innovative business model.
2014 will be another prosperous year without question!
ha, you are crazy. growth opportunities are "mouth watering" (in words of Kent Thiry. dialysis business is a well oiled machine spitting off cash. Health Care Partners fee for value is genius. Plus plenty of room for expansion into more states (most recently AZ).
this thing is super cheap. p/e of 20 something is incredibly misleading.
Not really. Wait until 2014 and see how this bureaucratic machine cannibalizes itself. No one wants to hear this, but DVA "to big for it's britches."
I love it when I'm right.
KT is the man. Loved how ominous he made 2014 sound. It's a pretty big deal these medicare cuts will not be going through in 2014.
Dialysis stocks hit by proposed U.S. reimbursement cuts
http://in.reuters.com/article/2013/07/02/us-dialysis-reimbursement-idINBRE9610P720130702
OMAHA, Neb.—Warren Buffett's company bought more than a half million more shares of dialysis provider DaVita Inc.'s stock last week after prices dropped because of fears of reduced Medicare payments
The latest purchases reported to the Securities and Exchange Commission on Friday give Buffett's Berkshire Hathaway Inc. 15.6 million shares of DaVita's stock.
Berkshire now owns about 15 percent of DaVita, but it has agreed not to buy more than 25 percent of the Denver-based company unless, both companies agree.
DaVita runs nearly 2,000 outpatient dialysis clinics.
Berkshire has steadily increased its stake in DaVita over the past two years. Berkshire initially disclosed owning 2.7 million DaVita shares at the end of 2011.
DaVita's shares had gained nearly 10 percent this year before last week's proposed 9.4 percent rate cut from the Centers for Medicare and Medicaid Services.
Berkshire's investments in DaVita likely drove some of the interest in the stock because so many investors try to copy Buffett's moves.
Buffett has said that his investments tend to be the larger ones in Berkshire's portfolio. He says investments smaller than $300 million are likely to be the work of one of Berkshire's two other investment managers.
The final Medicare rates won't be determined until October, and any reduction in rates could be phased in over several years. But any reduction would likely cut DaVita's revenue because the company provides dialysis services to about 156,000 patients with chronic kidney failure and end-stage renal disease.
Read more: Buffett's firm buys more DaVita stock after dip - The Denver Post http://www.denverpost.com/businessbreakingnews/ci_23614650/buffetts-firm-buys-more-davita-stock-after-dip#ixzz2YTVz2McW
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Despite the fact that Davita has appreciated a lot over the past one year, several analysts remain bullish on the stock. The consensus price target of $128.83 indicates a possible upside of about 5% from the current levels. Jaffray has a overweight rating with a price target of $135, Deutsche Bank has a PT of $136.00, Zacks $133.00 and Sanford C. Bernstein $131.00. The reason for the optimism stems from the good fundamental performance of the company over the years. The company had beaten analyst estimates for revenues and net income in the last quarter. The EPS came in at $1.84 compared to the estimate of $.180 by Thomson Reuters. The revenues had increased from $1.84 billion to $2.82 billion (~53% rise). That had led to a huge uptick in the stock, and it had subsequently touched its all time high of ~$131. EPS for 2013 is estimated at $7.52. The forward P/E of 15.53 (ttm P/E of ~29) also indicates good growth expectations over the next two years. It has rewarded the investors with great returns already, and the stock has appreciated by 30% on a 52 week basis. Key to further growth in the stock is improvement in fundamentals. Furthermore, improvement in company's services and offerings will also be an important factor in improving growth. Innovations are common in related fields, and a small company PLC Systems (PLCSF) has recently obtained several US and European patents for its proprietary product RenalGuard useful in Contrast Induced Nephropathy (CIN). DVA has to remain open to innovations in the dialysis services happening around the world. The full year financial impact of recent acquisition of HCP will be visible in 2013. The debt on books has increased substantially during the last year, and that will be an area of concern going forward. Interest payments may put pressure on the margins.
Also, Buffett is a big investor here. Apparently, his DD didn't come up with the fraud.
Trueheart
Thanks for the post. That info should sink the share price. Perhaps the news is what has taken down the share price.
Trueheart
Accused of Medicaid Fraud:
http://www.cnn.com/2012/11/30/health/medicare-fraud-case/index.html?hpt=hp_t3
DaVita touched $106.34 today. Hey, Warren, spread the cheer and get this going again. :)
Trueheart
Did u read the pm i sent you