Barron’s likes DVA as a “demographic tailwind” play on the scourge of type-2 diabetes: http://www.barrons.com/articles/a-healthy-glow-will-return-to-davita-shares-1481350503 However, DVA’s prospects are strongly tied to the way Medicare reimburses for dialysis, which is pretty hard to project. See #msg-116626393 for related info.