Replies to post #33 on DaVita Inc. (DVA)

[slowsteady]

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.