Chemed Corp News and Headlines -

GuruFocus Articles Total 37
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The stock of Chemed (NYSE:CHE, 30-year Financials) shows every sign of being fairly valued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value Line,

0 Views    GF Value    2021-04-28 14:12
Boston, MA, based Investment company BTIM Corp. (Current Portfolio) buys FactSet Research Systems Inc, Adobe Inc, Cavco Industries Inc, Chemed Corp, Idacorp Inc, sells Verizon Communications Inc, NIC Inc, HMS Holdings Corp, Morningstar Inc, Procter & Gamble Co during the 3-months ended 2021Q1, according to the most recent filings of the investment company, BTIM Corp.. As of 2021Q1, BTIM Corp. owns 368 stocks with a total value of $10.3 billion. These are the details of the buys and sells.
0 Views    insider    2021-04-21 20:38
Their 5-year earnings growth rates are topping that of the S&P 500

The S&P 500 saw its trailing 12-month real earnings per share jump by about 1.32% on average every year over the past five years. The index's share price ($4,097.17 as of Thursday) has increased by more than 100% over the past five years through April 8.

Thus, investors may be interested in IAA Inc (IAA), Chemed Corp (CHE) and FTI Consulting Inc (FCN), since these companies have strongly beaten the S&P 500 in terms of a higher five-year annual earnings per share growth rate over the time period in question.

IAA Inc (IAA)

The Westchester, Illinois-based provider of auction solutions

78 Views    Alberto Abaterusso    2021-04-09 16:28
DaVita makes the list

The following health care companies have grown their earnings per share over a five-year period. According to the GuruFocus discounted cash flow calculator as of March 31, all of them also trade with a margin of safety.

Select Medical Holdings

Select Medical Holdings Corp.'s (SEM) earnings per share have grown 11.40% per annum over the past five years.

According to the DCF calculator, the stock is undervalued with a 10.87% margin of safety at $33.93 per share. The price-earnings ratio is 17.49. The share price has been as high as $37.42 and as low as $10 in the last year;

125 Views    Tiziano Frateschi    2021-03-31 15:42

The stock of Chemed (NYSE:CHE, 30-year Financials) gives every indication of being fairly valued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value Line,

0 Views    GF Value    2021-03-29 12:12
These businesses show solid potential for additional growth

If you are looking for investment opportunities amid U.S.-listed equities, you may want to have a look at the following stocks as they have grown their free cash flow (FCF) remarkably over recent years. This should allow them more flexibility for financing the development of projects and returning cash to shareholders. Wall Street is also quite positive about the three stocks listed below, as sell-side analysts have issued optimistic ratings for them.

Chemed Corp

The first company investors should have a look at is Chemed Corp (CHE), a Cincinnati, Ohio-based company that provides hospice and palliative care services to

88 Views    Alberto Abaterusso    2021-02-02 17:07
These companies are more profitable than most of their peers

When a company's return on equity (ROE) ratio beats most of its competitors, it implies the company has been very efficient in generating earnings.

Thus, investors may want to have a look at the following companies, as they are topping most of their competitors in terms of a higher ROE ratio.

RELX PLC

The first stock is RELX PLC (RELX), an English provider of information-based analytics that support various organizations to make important advancements in their activities, enhance the decision-making process and increase productivity.

RELX PLC has a ROE ratio of 59.3%, while the industry median has a ROE

91 Views    Alberto Abaterusso    2020-12-03 14:57
Stocks to consider as coronavirus casualties around the globe top 1 million

As the world grapples with an unprecedented coronavirus pandemic, five health care stocks that have outperformed the Standard & Poor's 500 Index by at least 5% in the year to date are AmerisourceBergen Corp. (ABC), Chemed Corp. (CHE), Neogen Corp. (NEOG), Novo Nordisk A/S (NVO) and ResMed Inc. (RMD) according to the All-in-One Screener, a Premium feature of GuruFocus.

U.S. markets slip on renewed fears of coronavirus spread

On Tuesday, the Dow Jones Industrial Average closed at 27,451.81, down 132.25 points from Monday's close of 27,584.06. The 30-stock index traded at an intraday low of 27,338 earlier in

282 Views    James Li    2020-09-29 21:47
These companies engage in highly predictable businesses

An investment strategy based on a buy and hold approach has a greater likelihood to prosper if the business is predictable. Such companies usually have a steady record of revenue per share and Ebitda per share, which is often associated with strong long-term performance based on a 10-year study that GuruFocus conducted for the period from 1998 to 2008.

In light of the above, value investors may want to consider the following three companies, as they have high GuruFocus ratings for business predictability.

Dick's Sporting Goods Inc

The first company that makes the cut is Dick's Sporting Goods Inc

64 Views    Alberto Abaterusso    2020-09-29 16:00
The 'boring' crowd outperformed the market

“The greatest companies in lousy industries share certain characteristics. They are low-cost operators and penny-pinchers in the executive suite. They avoid going into debt. They reject the corporate caste system... Their workers are well paid and have a stake in the companies' future. They find niches, part of the market that bigger companies have overlooked. They grow fast - faster than many companies in fashionable fast-growth industries...

Pompous boardrooms, overblown executive salaries, demoralized rank & file, excessive indebtedness, and mediocre performance go hand in hand. This also works in reverse. Modest boardrooms, reasonable executive salaries, a motivated

1029 Views    Steven Chen    2020-06-07 16:08
These companies manage to maintain a superior return on capital while growing through acquisitions

“In reviewing my uneven record, I’ve concluded that acquisitions are similar to marriage: They start, of course, with a joyful wedding – but then reality tends to diverge from pre-nuptial expectations. Sometimes, wonderfully, the new union delivers bliss beyond either party’s hopes. In other cases, disillusionment is swift. Applying those images to corporate acquisitions, I’d have to say it is usually the buyer who encounters unpleasant surprises. It’s easy to get dreamy-eyed during corporate courtships.”

- Warren Buffett (Trades, Portfolio)

When it comes to stock picking, an acquisition-driven growth strategy often discourages us. We generally

1191 Views    Steven Chen    2020-05-21 16:12
Our hand-picked list of high-conviction names that compound shareholder value

In the search for high-quality stocks, we look for several things – a superior return on capital, economic moat, able and honest stewardship, decent growth prospects, robust cash generation and high predictability. Do all these altogether suffice for the business to create tremendous shareholder wealth, if we assume a buy-and-hold approach? Not necessarily, though we do admire such a business as a good investment in terms of downside risk protection for its owners. What makes a good investment a powerful compounding machine is the ability of the company to reinvest its retained earnings on behalf of its owners at an

1944 Views    Steven Chen    2020-05-14 18:33
Guru stock highlight

Chemed Corporation (CHE) (CHE - $433.20 – NYSE) is one of the largest providers of Hospice services through its VITAS segment and provides plumbing, drain cleaning, and water restoration services through its Roto-Rooter segment. Chemed has held up relatively well during the market selloff given the durability of its two business segments, neither of which is likely to see negative impacts from the COVID-19 pandemic. The hospice segment may see a pickup in admissions as a result of the virus. The balance sheet is in great shape and the company recently authorized a $250 million stock repurchase program.

20 Views    Sydnee Gatewood    2020-04-21 16:33
Discussion of markets and holdings

To Our Shareholders,

For the quarter ended March 31, 2020, the KEELEY Small Cap Dividend Value Fund’s net asset value (“NAV”) per Class A share fell -35.77% versus an -35.66% decline for the Russell 2000 Value Index.

Commentary

The year started out promisingly with the S&P 500 making new all-time highs in the first quarter. at changed quickly. In fact, the S&P went from a new all-time high to a bear market (down 20%) in a record sixteen days. is is faster than the thirty days it took to enter a bear market in 1929 and the thirty-eight days in

45 Views    Sydnee Gatewood    2020-04-21 16:21
They have grown faster than the US market

Growing sales is an essential catalyst for stocks because they can be key in share price movements.

The S&P 500’s total sales grew 4% over the past five years through Jan. 30, and its share price gained 59.3% up to $3,283.66 over the same time frame.

The following stocks outperformed the benchmark for the U.S. market in terms of higher sales growth in the observed time period, delivering large share price returns in the range of 75% to 360%.

The past is no guarantee of future performance, but it is undeniable that stocks that have already demonstrated their ability

58 Views    Alberto Abaterusso    2020-01-31 17:09
Takeaways from Warren Buffett's 1995 Shareholder Letter

More often than not, acquisitions can destroy long-term shareholder value instead of creating it, given the high likelihood of overpaying as well as the challenging post-deal integration.

Warren Buffett (Trades, Portfolio) is well-known for his disapproval of the serial acquisition behavior among many corporate managers. In his 1995 shareholder letter, Mr. Buffett described another risk inherent in the acquisition process - information asymmetry:

“In any case, why potential buyers even look at projections prepared by sellers baffles me. Charlie and I never give them a glance, but instead keep in mind the story of the man

335 Views    Steven Chen    2020-01-13 17:12
We highlight a couple of takeaways that we feel significantly meaningful but rather underleveraged

Warren Buffett (Trades, Portfolio)’s annual Berkshire Hathaway (BRK.A)(BRK.B) shareholder letters are filled with precious wisdom on investing, finance and business at large. His 1996 episode was no exception to being enlightening and insightful for alpha-seeking investors. Below, we highlight a couple of takeaways that we feel are significantly meaningful even after decades, but rather underleveraged among today’s investing community.

Low-frequency wins

“Inactivity strikes us as intelligent behavior. Neither we nor most business managers would dream of feverishly trading highly-profitable subsidiaries because a small move in the Federal Reserve's discount rate was predicted or because some

930 Views    Steven Chen    2020-01-05 22:36
Boring stories can often lead to exciting equity returns


“The greatest companies in lousy industries share certain characteristics. They are low-cost operators and penny-pinchers in the executive suite. They avoid going into debt. They reject the corporate caste system... Their workers are well paid and have a stake in the companies' future. They find niches, part of the market that bigger companies have overlooked. They grow fast - faster than many companies in fashionable fast-growth industries...

Pompous boardrooms, overblown executive salaries, demoralized rank & file, excessive indebtedness, and mediocre performance go hand in hand. This also works in reverse. Modest boardrooms, reasonable executive salaries,

1335 Views    Steven Chen    2019-12-31 15:48
It is good to be boring in the investment world

2004 certainly will be remembered as one of the most dynamic periods in Chemed’s 33-year history. In the last twelve months, we raised over $435 million in capital, took our 37% ownership of VITAS to 100%, finalized the reengineering of Roto-Rooter’s operational infrastructure and entered into an agreement to divest our Service America operation. The end result of these changes was to deliver exceptional revenue, earnings and cash flow growth in 2004. The outlook for Chemed in terms of future opportunity and financial performance has never looked better.

- Chemed 2004 Annual Report

Although founded in 1970, Cincinnati-based

182 Views    Steven CHEN    2019-11-27 17:38
Guru stock highlight

Chemed Corp. (CHE)is one of the largest providers of Hospice services through its VITAS segment and provides plumbing, drain cleaning, and water restoration services through its Roto-Rooter segment. The company reported a very strong quarter beating estimates on broad strength in both segments. Following quarter end, the company announced better than expected earnings guidance due to positive developments within each segment. At VITAS, CMS increased reimbursement and moderated headwinds caused by the two-tier payment system. Roto-Rooter announced its largest franchise acquisition in very attractive service territories.

From Keeley Asset Management's Keeley Small Cap Dividend Value Fund third-quarter

17 Views    Sydnee Gatewood    2019-10-10 21:36

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