Author Topic: DVA DaVita HealthCare Partners  (Read 185520 times)

ValueMaven

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Re: DVA DaVita HealthCare Partners
« Reply #440 on: January 04, 2018, 03:20:10 PM »
does anyone have these reports, or a recap they can post? 

sincerely,
valuemaven


DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #441 on: January 04, 2018, 09:15:48 PM »
(Baxter + DVA) - (Anesthetics & Bio-surgical Supplies) = Fresenius?

Rumormongering is just another town in Holland
Healthcare 32.7% - CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 8.3% - CHTR DIS

Drinkers & Smokers 7.5% - ABEV MO // Auto's & Oil 12.4% - CLB GPC VDE // Tech 0.0%

%'s held @ MV 06/18/2019 minus 18.3% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #442 on: January 05, 2018, 01:51:55 AM »
(Baxter + DVA) - (Anesthetics & Bio-surgical Supplies) = Fresenius?

Rumormongering is just another town in Holland
Rumorongering

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #443 on: January 05, 2018, 02:20:07 AM »
DAVITA INC DVA.N: BERNSTEIN RAISES TARGET PRICE TO $84 FROM $59.50 - Reuters News

DooDiligence

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Re: DVA – DaVita HealthCare Partners
« Reply #444 on: January 05, 2018, 09:28:57 AM »
(Baxter + DVA) - (Anesthetics & Bio-surgical Supplies) = Fresenius?

Rumormongering is just another town in Holland
Rumorongering

True but is it any more moronic than sell siders snapping their fingers & upping a value by 30% or more?

Apologies if you're Dutch (I love everything about you guys but you have REALLY long street names.)
Healthcare 32.7% - CVS DVA EW NVO // BRK.B - 20.6% // Media & Communication 8.3% - CHTR DIS

Drinkers & Smokers 7.5% - ABEV MO // Auto's & Oil 12.4% - CLB GPC VDE // Tech 0.0%

%'s held @ MV 06/18/2019 minus 18.3% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

ValueMaven

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Re: DVA DaVita HealthCare Partners
« Reply #445 on: January 09, 2018, 05:26:18 PM »
One of the great capital return stories in the market today...the name continues to work...huge buyback, reduction of leverage, improving business trends, and lower tax rate. 

Sincerely,
VM

ValueMaven

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Re: DVA DaVita HealthCare Partners
« Reply #446 on: January 11, 2018, 02:59:16 AM »
company presented at JPM healthcare conference yesterday afternoon and I think the Q&A went better then expected...stock turned in the afternoon.  Check out the Q&A were they talk about aggressively giving capital back to the shareholders, and the recent DMG deal...so of those comments were really interesting. 

sincerely,
valuemaven

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #447 on: January 11, 2018, 05:34:09 AM »
company presented at JPM healthcare conference yesterday afternoon and I think the Q&A went better then expected...stock turned in the afternoon.  Check out the Q&A were they talk about aggressively giving capital back to the shareholders, and the recent DMG deal...so of those comments were really interesting. 

sincerely,
valuemaven
Thanks for the heads up!
https://jpmorgan.metameetings.net/events/healthcare18/sessions/13925-davita-inc/webcast

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #448 on: January 11, 2018, 06:12:48 AM »

sleepydragon

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Re: DVA DaVita HealthCare Partners
« Reply #449 on: January 11, 2018, 06:49:02 AM »
company presented at JPM healthcare conference yesterday afternoon and I think the Q&A went better then expected...stock turned in the afternoon.  Check out the Q&A were they talk about aggressively giving capital back to the shareholders, and the recent DMG deal...so of those comments were really interesting. 

sincerely,
valuemaven

ML just upgraded target price to 92