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Warren Buffett Spelled with 2Rs, 2Fs, 2Ts

Sally Jones

Sally Jones

49 followers
The Oracle of Omaha and Berkshire Hathaway (BRK.A)(BRK.B) added another 2.3% of DVA shares to its portfolio on February 19 — his fifth add of Davita Healthcare Partners (DVA) since New Year’s. Inspired by his portfolio manager, Ted Weschler who has owned DVA shares for over 12 years, Warren Buffett obviously concurs on the value of this expanding, high-growth company to the tune of 14,372,979 current shares. At $115.59 per share, a zero price change, DVA’s revenue is ranked higher than 67% of the 72 companies in the industry. DaVita’s revenue has increased at an annual rate of 19% for the last 10 years. Take a look at Berkshire Hathaway Ted Weschler’s holdings: http://www.gurufocus.com/StockBuy.php?GuruName=Ted+Weschler

As the first and largest full-service pharmacy catering exclusively to kidney patients, DaVita HealthCare Partners Inc. is a provider of dialysis services in the U.S., treating patients with chronic kidney failure. The company provides services to over 1,809 outpatient dialysis centers, serving approximately 142,000 patients. It also provides acute inpatient dialysis services in approximately 700 hospitals and related laboratory services. DaVita's dialysis and related lab services business accounts for approximately 93% of its consolidated revenues. Many of the company's outpatient dialysis centers offer services for home dialysis patients. GuruFocus gives an in-depth analysis of DVA at: http://www.gurufocus.com/stock/DVA

Attractive to Berkshire Hathaway, DVA is one of 41 stocks in its portfolio, valued at $75.3 billion. Take a look at Warren Buffett’s buying history: http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett

With five adds of DVA following its Wells Fargo (WFC) buy on Dec. 31, 2012, Berkshire has also made a quantum leap in media in 2012, with a 15.16% add in DirecTV (DTV) shares, with current shares at 34,037,500, and an 83.33% add of Liberty Media Corp (LSTZA), with current shares at 5,500,000.

With a market cap in excess of $200 billion, Berkshire Hathaway is well-known for its record: Shares have averaged a 21.4% compounded annual gain in per-share book value from 1965 to 2006, under Buffett's leadership. For in-depth analysis of Berkshire Hathaway, start here: http://www.gurufocus.com/stock/BRK.A

Buffett, the thrifty billionaire, recently admonished investors in gold and bonds, and said that stocks are the way to go. And we can never forget Mr. Buffett’s proposed Congressional Reform Act of 2012. In an interview, Buffett said he could end the deficit in five minutes. “You just pass a law that says that anytime there is a deficit of more than 3% of GDP, all sitting members of Congress are ineligible for re-election.” Blazing common sense!

Why wouldn’t we listen to the most successful, nice guy investor in history?

Check out Warren Buffett’s current portfolio at: http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett

Enjoy another GuruFocus article about Warren Buffett at: http://www.gurufocus.com/news/209104/warren-buffetts-latest-buys-and-sells-and-which-i-like-to-buy

GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 2 days after the date of the transaction. This feature is for Premium Members only. If you are not a Premium Member, we invite you for a 7-day Free Trial.

About the author:

Sally Jones
Sally Jones writes about Real Time Picks. She says, "I truly enjoy watching the Gurus in realtime and telling their story."

Rating: 2.9/5 (14 votes)

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