Author Topic: DVA – DaVita HealthCare Partners  (Read 149273 times)

no_free_lunch

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Re: DVA – DaVita HealthCare Partners
« Reply #450 on: January 11, 2018, 10:30:04 AM »
The price targets are encouraging but it would be nice to know what is behind that.  Does anyone have any 2019 or 2020 free cash flow forecasts?


flesh

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Re: DVA – DaVita HealthCare Partners
« Reply #451 on: January 11, 2018, 11:50:40 AM »
Just listened to the 16 minute jpm presentation however the q and a wasn't part of the recording. Anyone know where to find the q and a portion written or otherwise?

Bluffy

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Re: DVA – DaVita HealthCare Partners
« Reply #452 on: January 11, 2018, 01:06:26 PM »
Just listened to the 16 minute jpm presentation however the q and a wasn't part of the recording. Anyone know where to find the q and a portion written or otherwise?

Had the same problem. Go in their again and look right over the presentation. There should be a tab next to "presentation" labeled with "Q&A".

Otherwise: https://jpmorgan.metameetings.net/events/healthcare18/sessions/13926-davita-inc-q-a/webcast

MrB

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Re: DVA – DaVita HealthCare Partners
« Reply #453 on: January 12, 2018, 03:03:58 AM »
Just listened to the 16 minute jpm presentation however the q and a wasn't part of the recording. Anyone know where to find the q and a portion written or otherwise?

Had the same problem. Go in their again and look right over the presentation. There should be a tab next to "presentation" labeled with "Q&A".

Otherwise: https://jpmorgan.metameetings.net/events/healthcare18/sessions/13926-davita-inc-q-a/webcast

Presentation (only)
http://investors.davita.com/static-files/915e0798-b9c0-44c9-b3a4-02bfead9a001

ValueMaven

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Re: DVA – DaVita HealthCare Partners
« Reply #454 on: January 13, 2018, 03:23:32 PM »
This is a very interesting deck...prob explains why DVA has been on fire recently.  If Thiry is able to pull this off, we are looking at a stock thats going to go much higher...I still think Berkshire might acquire this (regardless of the standstill letter that was signed 5yrs ago)

Sincerely,
VM

DooDiligence

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Re: DVA – DaVita HealthCare Partners
« Reply #455 on: January 20, 2018, 07:57:43 AM »
http://pressreleases.davita.com/2018-01-11-DaVita-Physician-Solutions-Makes-Its-First-Big-Investment-in-New-Technology-from-Epic

Is this a part of DMG?

I hope not (or at the least, that some kind of partnership would continue.)

Just seems like a treasure trove of data for Davita.
(Healthcare 42.9% - ABC BBH CVS DVA EW NVO) | (BRK.B - 14.8%) | (Media & Communication 12.6% - CHTR CMCSA DIS)

(Drinkers & Smokers 13.8% - ABEV MO) | (Auto's & Oil 10.3% - GPC VDE) | (Tech & Comms 5.5% - AAPL SFTBY)

(%'s held @ MV 9/04, excludes $)

[prepared 2 wait?]

https://twitter.com/tunawish

MrB

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DooDiligence

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Re: DVA – DaVita HealthCare Partners
« Reply #457 on: January 25, 2018, 04:21:37 AM »
Jim has a new stooge 8)
https://seekingalpha.com/article/4139719-davita-healthcare-partners-overvalued-facing-significant-headwinds

Ha, I saw that in my Twitter feed & thought he was a shill but I want to avoid confirmation bias so...

---

On another note; I spotted a shiny, brand new, Fresenius in town the other day (almost ready to open up.)

Is Fresenius' 5% +/- higher GM's (from a quick look at MStar numbers) a result of their being more vertically integrated?

Seems like this would be a priority for DVA given the pricing environment.

Baxter has spun out some winners in the past (I own one) & owning their dialysis biz should make DVA even more attractive?
(I know this is just noodling & most of you are presenting JUST facts but...)
(Healthcare 42.9% - ABC BBH CVS DVA EW NVO) | (BRK.B - 14.8%) | (Media & Communication 12.6% - CHTR CMCSA DIS)

(Drinkers & Smokers 13.8% - ABEV MO) | (Auto's & Oil 10.3% - GPC VDE) | (Tech & Comms 5.5% - AAPL SFTBY)

(%'s held @ MV 9/04, excludes $)

[prepared 2 wait?]

https://twitter.com/tunawish

sleepydragon

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Re: DVA – DaVita HealthCare Partners
« Reply #458 on: January 25, 2018, 07:20:15 AM »
Jim has a new stooge 8)
https://seekingalpha.com/article/4139719-davita-healthcare-partners-overvalued-facing-significant-headwinds

Jim give classes at some MBA schools and ask students to do write ups on short ideas. I will not be surprised if this is from one of his “graduates”

walkie518

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Re: DVA – DaVita HealthCare Partners
« Reply #459 on: January 29, 2018, 12:13:24 PM »
The short argument can only have short-term implications. 

If dialysis is no longer profitable, dialysis centers will close and people will move closer to where there is a profitable center or make long commutes 2-3x a week. 

A politician who doesn't fight to increase medicare reimbursement for dialysis will be killing sick people.