DVA News and Headlines - DaVita Inc

GuruFocus Articles Total 142
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Firm's largest sales of the 3rd quarter

Larry Robbins (Trades, Portfolio)' Glenview Capital Management sold shares of the following stocks during the third quarter, which ended on Sept. 30.

Nuance Communications

The firm reduced its position in Nuance Communications Inc. (NUAN) by 52.28%. The trade had an impact of -1.84% on the portfolio.

The computer software company has a market cap of $12.13 billion and an enterprise value of $13.43 billion.

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GuruFocus gives the company a profitability and growth rating of 4 out of 10. The return on equity of 2.05% and return on assets of 0.7% are

88 Views    Tiziano Frateschi    2020-11-30 22:29
Markets down, shares of Workday fall on earnings

US Markets

U.S. stocks were mainly in the red on Friday morning. The Dow fell 0.34% to 29,384, the S&P 500 index lost 0.13% to 3,577 and the Nasdaq Composite Index was up 0.2% to 11,928.

Gainers

• Cooper Companies Inc (COO) +1.8%

• DaVita Inc (DVA) +2.2%

• CF Industries Holdings Inc (CF) +2%

• United Rentals Inc​ (URI) +2%

• Occidental Petroleum Corp (OXY) +0.9%

Losers

• FirstEnergy Corp (FE) -4.5%

• PVH Corp (PVH) -4.4%

• Carnival Corp (CCL) -4%

• Alaska Air Group Inc (ALK) -3%

• Martin Marietta Materials Inc (MLM) -3%

100 Views    Omar Venerio    2020-11-20 16:40
How to find the edge of your circle of competency

Warren and I have skills that could easily be taught to other people. One skill is knowing the edge of your own competency. It's not a competency if you don't know the edge of it.

-Charlie Munger (Trades, Portfolio)

Above is one of my favorite quotes from Charlie Munger (Trades, Portfolio). It's also one of those quotes which I know is so true but in practice find very puzzling. Particularly in this case, there are some vague concepts involved: competency, circle and edge. Each one of them can't be precisely defined.

During

135 Views    Grahamites    2020-10-12 16:17
The largest Insider Buys this week were for Broadcom Inc., DaVita Inc., Corporate Office Properties Trust and Ormat Technologies Inc.

According to GuruFocus data, the largest Insider Buys this week were for Broadcom Inc. (AVGO), DaVita Inc. (DVA), Corporate Office Properties Trust (OFC) and Ormat Technologies Inc. (ORA).

Broadcom Inc. Director Henry Samueli bought 101,740 shares

Director Henry Samueli bought 101,740 shares on Sept. 18 at the average price of $361.45. The price of the stock has decreased by 1.29% since.

Broadcom Inc. is an American designer, developer and supplier of semiconductor technologies. The company supplies products within four primary markets, including wired infrastructure, wireless communications, enterprise storage and industrial. The company is also a component of the S&P 500.

104 Views    Shuda Xia    2020-09-27 12:44
These stocks have outperformed the S&P 500 over the past 12 months

With four potential Covid-19 vaccine candidates from Moderna Inc. (MRNA), Pfizer Inc. (PFE), AstraZeneca PLC (AZN) and Johnson & Johnson (JNJ) now in late-stage human trials, and many others still in development, consumers and investors alike are continuing to carefully watch the health care space.

As a result of this progress, value opportunities may be found among health care companies that outperformed the Standard & Poor's 500 Index over the past year. As of Sept. 25, the GuruFocus All-in-One Screener, a Premium feature, found several stocks that with a market cap over $5 billion that had a higher return

503 Views    Sydnee Gatewood    2020-09-25 16:52
Guru trims long-held position in dialysis provider

Warren Buffett (Trades, Portfolio), head of Berkshire Hathaway (BRK.A)(BRK.B), disclosed this week his firm reduced its stake in DaVita Inc. (DVA) by 5.25%.

The legendary guru, who leads the Omaha, Nebraska-based insurance conglomerate, follows a long-term value investing approach that focuses on companies that have understandable business models, favorable long-term prospects and competent management teams that are available at attractive prices.

According to GuruFocus Real-Time Picks, a Premium feature, Berkshire sold 2 million shares of the Denver-based health care company on Sept. 17, impacting the equity portfolio by -0.09%. The stock traded for an average price

554 Views    Sydnee Gatewood    2020-09-22 15:17
Canadian guru releases portfolio updates, including major Berkshire reduction

Francis Chou (Trades, Portfolio), the manager of Chou Associates, recently disclosed the firm's portfolio updates for the second quarter of 2020, which ended on June 30.

While working as a telephone repairman, Chou was introduced to the books written by Benjamin Graham, after which he started an investment club with several of his coworkers in 1981. In 1984, he left his old job for a position as a retail analyst at GW Asset Management, where he met Prem Watsa (Trades, Portfolio), the future Fairfax CEO. Chou turned the investment club into Chou Associates in

347 Views    Margaret Moran    2020-08-24 22:14
3 investing lessons I've learned from the renowned guru

In past articles, I’ve mostly focused more on the life lessons I’ve learned from Arnold Van Den Berg (Trades, Portfolio), with a few investing lessons sprinkled in. Being a renowned value investor with more than 45 years of experiences, Van Den Berg has accumulated a tremendous amount of advice and wisdoms.

In this article I’ll share some of the most important investing lessons Van Den Berg has taught me.

Reading

When I met Arnold Van Den Berg (Trades, Portfolio) for the first time in November 2012, we spent quite some time going through his

417 Views    Grahamites    2020-06-16 15:20
Canadian guru releases portfolio. Sells include major Berkshire bank holding Bank of America.

Francis Chou (Trades, Portfolio), manager of Chou Associates, disclosed this week that he curbed his holdings in DaVita Inc. (DVA), Bausch Health Companies Inc. (BHC), JPMorgan Chase & Co. (JPM) and Bank of America Corp. (BAC) during the first quarter.

Chou, who met Fairfax Financial Holdings Ltd. (TSX:FFH) CEO Prem Watsa (Trades, Portfolio) in the 1980s, said that some of his key investing tips include buying bargains and thinking independently. Chou’s investing process emphasizes the assessment of a company’s balance sheet, cash flow characteristics, profitability, industry position, special strengths, future growth potential and management

1010 Views    James Li    2020-05-22 21:46
Guru stock highlight

DaVita (DVA), which operates kidney dialysis centers with a focus on the US, reported better-than-expected fourth quarter 2019 earnings and gave solid guidance for 2020 while continuing to repurchase its own shares.

From [url=https://www.gurufocus.com/StockBuy.php?GuruName=First+Eagle+Investment]First Eagle Investment[/url] ([url=https://www.gurufocus.com/StockBuy.php?GuruName=First+Eagle+Investment]Trades[/url], [url=https://www.gurufocus.com/holdings.php?GuruName=First+Eagle+Investment]Portfolio[/url])'s Fund of America first-quarter 2020 shareholder commentary.

22 Views    Sydnee Gatewood    2020-04-29 19:27
Discussion of markets and holdings

Market Commentary

In our year-end 2019 commentary we talked about the impor-tance of portfolio balance given our wariness of the indicators suggesting 2020 could be a very good year for equities. While we noted that an exogenous shock could throw upbeat market calculations askew, neither we nor anyone else anticipated the emergence of a global pandemic that would exert a powerful impact on markets and economies.

All US equity indexes in first quarter 2020 saw declines of greater velocity than that witnessed during the financial crisis of 2008–09. There were non-surprises; economically sensitive names suffered, for example, while those that

67 Views    Sydnee Gatewood    2020-04-29 19:11
Practicing discipline: always think about the worst case scenario and margin of safety

Arnold Van Den Berg (Trades, Portfolio) is the most self-disciplined person I know. In life, his self-discipline has led to physical and mental health. In investing, his self-discipline has been a key factor contributing to investment performance for more than 45 years.

In this article, I'll share some thoughts on how Van Den Berg thinks about discipline in the investment world.

Discipline in investing means always thinking about the worst case as well as disciplined buying and selling. I still remember the response I got back in 2012 from one of Century Management’s analysts after I sent

669 Views    Grahamites    2020-04-16 16:18
These predictable holdings have seen higher gains and fewer losses compared to the US market

U.S. equity markets have seen a turbulent month since the end of February, when the S&P 500 peaked on Feb. 19 before beginning a sharp correction. As of March 25, the S&P 500 is down approximately 25% from Feb. 19 and 9% over the past 12 months.

In times like these, it can be helpful to look at the strategies and holdings of investors who are famous for finding value while mitigating risk.

For example, one of the most famous investors of all time, Warren Buffett (Trades, Portfolio), was largely criticized for having a $100 billion-plus cash

1803 Views    Margaret Moran    2020-03-25 20:19
Adobe, DaVita on the list

According to the GuruFocus All-in-One Screener, a Premium feature, the following guru-owned stocks have outperformed the S&P 500 Index over the past 12 months as of March 10.

Adobe

Adobe Inc. (ADBE) has a market cap of $152 billion. It has outperformed the S&P 500 by 20.14% over the past year.

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Shares are trading with a price-earnings ratio of 52.62. According to the discounted cash flow calculator, the stock is overpriced by 95% at $313. As of Tuesday, the share price was 26.95% above the 52-week low and 18.23% below the 52-week

99 Views    Tiziano Frateschi    2020-03-10 17:01
Hasbro tumbles on fourth-quarter results

U.S. stocks were in the green on Tuesday after Federal Reserve Chair Jerome Powell said the central bank is monitoring the coronavirus outbreak. The Dow Jones Industrial Average fell 0.08% to 29,254, the S&P 500 Index rose 0.14% to 3,356 and the Nasdaq Composite Index advanced 0.07% to 9,634.

Non-index stocks have also posted gains and losses recently. After an initial pop, shares of Hasbro Inc. (HAS) fell about 0.5% on Tuesday after the company announced fourth-quarter results.

25 Views    Omar Venerio    2020-02-11 21:22
Firm of GuruFocus Value Conference Keynote Speaker releases portfolio

First Eagle Investment (Trades, Portfolio) disclosed this week that its buys during the fourth quarter of 2019 included a new position in DaVita Inc. (DVA), a major health care holding of Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway Inc. (BRK.A)(BRK.B).

2020 Value Conference Keynote Speaker Matthew McLennan leads the New York-based firm’s Global Value team and manages the Global Value, International Value, U.S. Value and Gold strategies. McLennan previously worked as co-portfolio manager for Goldman Sachs Asset Management in London, a subsidiary of Goldman Sachs Group Inc. (GS).

First Eagle invests using

311 Views    James Li    2020-02-11 21:07
DaVita on the list

According to the GuruFocus All-In-One Screener as of Monday, Jan. 13, the following health care stocks are popular among gurus.

DaVita Inc.

DaVita Inc. (DVA), one of the world’s largest dialysis providers, has a market cap of $9.69 billion. Its revenue of $11.31 billion represents a 9.30% increase over the past 10 years.

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The stock is trading with a price-earnings ratio of 29.3. The share price of $76.00 is 0.06% below the 52-week high and 74.53% above the 52-week low. Over the past 10 years, the stock price has climbed 145%.

The

165 Views    Tiziano Frateschi    2020-01-13 18:02
CVS Health posts 3rd-quarter earnings beat

Stocks were in the red on Wednesday on the heels of the IHS Markit reporting the final October Purchasing Managers’ Index (PMI) for the eurozone came in at 50.6, which was higher than expected and up from September’s figure of 50.1. The Dow Jones Industrial Average fell 0.07% to 27,474, the S&P 500 Index dipped 0.04% to 3,072 and the Nasdaq Composite Index slid 0.38% to 8,402.

Non-index stocks have also posted gains and losses recentlyShares of CVS Health Corp. (CVS) gained almost 5% on Wednesd

23 Views    Omar Venerio    2019-11-06 19:38
Guru's firm will support director nominees at upcoming shareholder meeting

Glenview Capital Management’s Larry Robbins (Trades, Portfolio) disclosed last week he expanded his stake in Brookdale Senior Living Inc. (BKD) by 17.84%.

With the goal of delivering attractive absolute returns, the guru’s New York-based hedge fund focuses on deep fundamental research and individual security selection. It operates two funds: the Glenview Fund, a long-and-short strategy, and the Glenview Opportunity Fund, which is more concentrated. Most of its investments are in U.S. stocks, but it does have some exposure to Western Europe.

According to GuruFocus Real-Time Picks, a Premium feature, Robbins invested in 3.28 million shares of

188 Views    Sydnee Gatewood    2019-09-30 16:48
The veteran short seller takes aim at this dialysis player

Jim Chanos (Trades, Portfolio) specializes in sniffing out fraud. In the early 2000s, he was one of the few people betting on the collapse of Enron. More recently, he has made headlines with his well-publicized short position on Tesla (TSLA) and his criticism of Elon Musk. In a Sept. 19Â interview with CNBC, Chanos discussed another one of his shorts - dialysis provider DaVita Inc. (DVA).

Insurance fraud?

DaVita is notable for the fact its biggest shareholder is Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway (BRK.A)(BRK.B). We will discuss why this seems strange in

1862 Views    Stepan Lavrouk    2019-09-23 20:19

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