Author Topic: DVA DaVita HealthCare Partners  (Read 219407 times)

Txvestor

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Re: DVA DaVita HealthCare Partners
« Reply #400 on: December 10, 2017, 07:51:59 PM »
UNH/Optum is clearly a better operator than Davita. I think Davita took a hands off approach to the partners healthcare division and paid dearly for it. Its a very complex and involved area and not their core competency. This in the end was most certainly a poor purchase, consider thar 6 yrs on you're barely getting the same price you paid for it. I would argue that they got quite lucky with a motivated buyer looking to scale up on the back of past successes. UNH has the talent pool within Optum to wring out some improvements in margins that Davita never could and also to gain some scale advantage, but its unclear to me if they can get to the margins they've penciled into their acquisition basis. I personally think they overpaid and should have negotiated harder or walked, but like I said, they are in acquisition mode and coming off of recent successes in the area.
Remember, there are also synergies with their other businesses, like OptumRx, Data analytics, benefits management etc. Its amazing how much of a one stop shop UNH has become. Each division feeds the other. Its remarkable.
« Last Edit: December 10, 2017, 08:45:14 PM by Txvestor »


MrB

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Re: DVA DaVita HealthCare Partners
« Reply #401 on: December 12, 2017, 04:42:26 AM »
Upgrades to $82 now from Citi and Baird..interesting

DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #402 on: December 12, 2017, 05:57:56 AM »
I believe this could be my next Edwards Lifesciences (EW)

(trying not to let the giddyness induce cog biases.)
AFL // BRK.B // CLB an incredibly stupid move // DIS // EW // GPC // MO an incredibly stupid ex-CEO // NVO // PSX // ULTA // VDE // VLGEA // WFC

Investable cash 16% + 18 months of survival $

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #403 on: December 12, 2017, 08:38:05 AM »
H.R.3976 - Access to Marketplace Insurance Act is up to 70 cosponsors now.

https://www.congress.gov/bill/115th-congress/house-bill/3976/cosponsors?pageSort=lastToFirst&loclr=cga-bill

mwtorock

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Re: DVA DaVita HealthCare Partners
« Reply #404 on: December 12, 2017, 08:45:25 AM »
intrinsic value is close to 90 per share to me. citi's target is still conservative.

ValueMaven

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Re: DVA DaVita HealthCare Partners
« Reply #405 on: December 13, 2017, 03:44:48 AM »
How are you getting to $90?

Funny that JPM keeps its u/w, yet increases its price-target by $17 (from $51 to $68)

How that is allowed i'll never know....

Sincerely,
ValueMaven

DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #406 on: December 13, 2017, 07:17:29 AM »
There's a reason they're called ANALysts.

I'm watching this thread instead of price moves / targets.
(constantly gazing at Thiry & Co too.)
AFL // BRK.B // CLB an incredibly stupid move // DIS // EW // GPC // MO an incredibly stupid ex-CEO // NVO // PSX // ULTA // VDE // VLGEA // WFC

Investable cash 16% + 18 months of survival $

Gregmal

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Re: DVA DaVita HealthCare Partners
« Reply #407 on: December 13, 2017, 07:21:26 AM »
There's a reason they're called ANALysts.

I'm watching this thread instead of price moves / targets.
(constantly gazing at Thiry & Co too.)

Or another way I've always looked at it; if the analysts were any good at what they do, they'd be running money, rather than writing book reports.

DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #408 on: December 13, 2017, 07:38:56 AM »
There's a reason they're called ANALysts.

I'm watching this thread instead of price moves / targets.
(constantly gazing at Thiry & Co too.)

Or another way I've always looked at it; if the analysts were any good at what they do, they'd be running money, rather than writing book reports.

Yep

AFL // BRK.B // CLB an incredibly stupid move // DIS // EW // GPC // MO an incredibly stupid ex-CEO // NVO // PSX // ULTA // VDE // VLGEA // WFC

Investable cash 16% + 18 months of survival $

DooDiligence

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Re: DVA – DaVita HealthCare Partners
« Reply #409 on: December 15, 2017, 06:27:52 AM »
Someone at justice has a painful boner for Thiry.

https://www.reuters.com/article/us-davita-settlement/davita-pharmacy-unit-settles-u-s-billing-probe-for-63-7-million-idUSKBN1E82UV

Is all this legit or are Thiry's political activities being indirectly attacked?
(Why hasn't this been picked up by InfoWars?)

 ;D

---

https://www.prnewswire.com/news-releases/davita-kidney-care-issues-statement-about-davita-rx-settlement-300571751.html
« Last Edit: December 15, 2017, 06:34:56 AM by DooDiligence »
AFL // BRK.B // CLB an incredibly stupid move // DIS // EW // GPC // MO an incredibly stupid ex-CEO // NVO // PSX // ULTA // VDE // VLGEA // WFC

Investable cash 16% + 18 months of survival $