Buffett’s Berkshire Hathaway opens a position in Liberty Global
International cable company Liberty Global (LBTYA) is a new 0.25% position initiated by Berkshire Hathaway in 4Q. Liberty Global operates in 14 countries, including 12 European countries.
Which Hospital Stocks Are Expected to Benefit Most?
Trumpcare’s failure is considered to be a boon by hospital companies treating a significant portion of Medicaid members.
DaVita HealthCare Partners is New Stake in Lone Pine’s Portfolio
DaVita posted 4Q14 net earnings of $208 million, or $0.96 per share, compared with $212.3 million, or $0.99 per share, last year.
Warren Buffett’s Berkshire Hathaway ups its Liberty Global stake
Berkshire Hathaway added to its position in Liberty Global PLC (LBTYK) last quarter. The position now accounts for 0.57% of Berkshire’s 1Q 2014 portfolio, up from 0.25% last quarter.
Lone Pine Capital starts new positions in BIDU, MA, DVA, P, Sells ISRG, RL – 13F Flash (C)
Lone Pine Capital LLC, based in Greenwich, Connecticut, was founded in 1997 by Stephen Mandel and is one of the largest equity-focused hedge funds in the United States. It is estimated to have $28.3 billion of assets under management. In Q3 2013, it started new positions in Baidu Inc. (BIDU), MasterCard Inc. (MA), Davita Healthcare […]
Lone Pine Capital starts new positions in BIDU, MA, DVA, P, Sells ISRG, RL – 13F Flash (B)
Lone Pine Capital LLC, based in Greenwich, Connecticut, was founded in 1997 by Stephen Mandel and is one of the largest equity-focused hedge funds in the United States. It is estimated to have $28.3 billion of assets under management. In Q3 2013, it started new positions in Baidu Inc. (BIDU), MasterCard Inc. (MA), Davita […]
Berkshire Hathaway buys a new stake in Verizon Communications
Berkshire Hathaway took a new position in Verizon Communications (VZ) last quarter. The position accounts for 2.04% of the fund’s portfolio.
Estimates and Recommendations for DaVita on September 17
Analysts estimate that DaVita (DVA) will report a 25.3% decline in revenues to $11.6 billion in 2018 compared to $15.5 billion in 2017.
DaVita’s Valuation on September 17
DaVita currently trades at a forward PE multiple of 15.2x compared to the industry average of 15.1x as of September 17.
Fresenius Medical Care Is a Global Leader in the Dialysis Segment
In addition to selling dialysis products, Fresenius Medical Care also offers dialysis treatment and associated laboratory services to patients through its network of 3,690 clinics.
EMEA and APAC: Fresenius Medical Care’s Dialysis Products Business
In 1H17, Fresenius Medical Care (FMS) earned ~1.6 billion euros from the sale of dialysis products, which equals year-over-year growth of 8% on a reported basis.
North America: Fresenius Medical Care’s Major Target Market in 2017
In 2Q17, Fresenius Medical Care (FMS) reported revenues close to 3.3 billion euros, which represents year-over-year growth of ~11%.
Fresenius Medical Care’s Net Profit Margins Could Fall Slightly
For fiscal 2017, Wall Street analysts have projected Fresenius Medical Care’s net profit margins to be close to 6.2%, which is a YoY decline of ~70 basis points.
How Analysts View Fresenius Medical Care and Its Peers in August 2017
In 1H17, Fresenius Medical Care (FMS) reported revenues close to 9.0 billion euros, which represents 14% YoY growth. At the end of 2Q17, the company operated 3,690 dialysis clinics around the world.
Quest Diagnostics’ Multi-Pronged Strategy to Accelerate Growth
Quest Diagnostics (DGX) expects to witness a 3.0%–5.0% long-term revenue growth rate in the future with earnings growth of 5.0%–9.0%.
Quest Diagnostics Is Targeting 3 Focus Areas to Accelerate Growth
Since 2012, Quest Diagnostics (DGX) has spent about $1.0 billion on capital investments and $1.0 billion on ten acquisitions to support inorganic growth.
Quest Diagnostics Is Making Steady Progress in 5-Point Strategy
Since 2012, Quest Diagnostics (DGX) has been working on a five-point strategy to boost revenue growth and improve quality, service, and efficiency.
Quest Diagnostics Projects Run Rate Savings by End of 2017
Quest Diagnostics (DGX) has projected a run rate savings worth $1.3 billion by the end of 2017. In 2016, it managed to save up to $1.1 billion.
Quest Diagnostics’ Reference Testing, Hospital Outreach Segment
With services offered to about half of the total hospitals, Quest Diagnostics (DGX) has become a leading provider of reference testing services in the United States.
Quest Diagnostics Could Get Greater Share of Laboratory Segment
With around 50.0% of hospitals being served by Quest Diagnostics (DGX), the company has become a leading player in the fragmented US laboratory market.
LabCorp Trades at Discounted PE Multiples Compared with Peers in 1Q16
In a survey of 22 brokerage companies on April 26, 2016, about 71.4% of the brokers rated LabCorp (LH) a “buy,” while 28.6% rated it a “hold.” None of the brokers rated it a “sell.”
LabCorp’s Growth Drivers in 1Q16: Organic Growth, Acquisitions
In 1Q16, LabCorp’s (LH) national clinical laboratory business, LabCorp Diagnostics, accounted for 69.3% of the company’s total revenues.
Understanding Quest Diagnostics’ Valuation Multiple Compared to Those of Peers
Quest Diagnostics trades at a premium multiple compared to Lab Corp of America and at a big discount compared to peers Davita Healthcare and IDEXX Labs.
Revenue Growth Initiatives Drove LabCorp’s Performance in 1Q16
In 1Q16, LabCorp (LH) reported strong revenue and earnings growth due to the effective implementation of multiple strategic initiatives. LabCorp is the world’s leading healthcare diagnostics company.
DaVita’s Stock Reacts to the Merger with The Everett Clinic
DaVita HealthCare Partners (DVA) was one of the biggest winners for the week ending March 4 with a return of 6.1%.
Changes in Behavioral Health Business May Boost UHS’s Valuations
Universal Health Services’ behavioral health revenues rose by 9.7%, from $4 billion in 2014 to $4.4 billion in 2015.
Why-high-yield issuers coast on “drive-by” and “add-on” deals
DaVita HealthCare Partners (DVA) and Tenet Healthcare (THC) were among the more prominent HY debt issuers in the week ending June 13.
Berkshire Hathaway reveals a new position in Goldman Sachs
Berkshire Hathaway opened a brand new position in Goldman Sachs that accounts for 2.14% of the investment company’s $104 billion portfolio.
Medtronic purchases Cardiocom: Bad for medical device industry?
Medtronic has always been considered a bellwether for the medical device industry because of its pure focus on the device market. Yet that changed in mid-August, as Medtronic announced its acquisition of Cardiocom.