tag:blogger.com,1999:blog-9031526429482744032.post8826681987576200562..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: Novo Nordisk (NVO)Penetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-9031526429482744032.post-83602942545986101212016-08-09T15:01:42.156-07:002016-08-09T15:01:42.156-07:00Never been impressed by DaVita either. I've kn...Never been impressed by DaVita either. I've known the name for a couple of years now and I've seen Buffett buying the stock numerous times via Dataroma. I prefer Novo Nordisk by far. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-83852018600179669002016-08-09T09:23:51.252-07:002016-08-09T09:23:51.252-07:00There is another company that is positioned to pro...There is another company that is positioned to profit from the diabetes epidemic ahead. They are called Davita Healthcare. What do they do?<br /><br />DaVita HealthCare Partners Inc. provides kidney dialysis services for patients suffering from chronic kidney failure or end stage renal disease.<br /><br />Warren Buffett's company is a shareholder. DVA (Davita) is a dominant force in dialysis services in America. Here's a service that you either pay for or resign yourself to dying without it.<br /><br />As of December 31, 2015, DaVita provided dialysis and administrative services in the United States through a network of 2,251 outpatient dialysis centers serving approximately 180,000 patients; operated 118 outpatient dialysis centers located in 10 countries outside of the United States. Further, the company provides acute inpatient dialysis services in approximately 900 hospitals and related laboratory services in the United States. The company was formerly known as DaVita Inc. and changed its name to DaVita HealthCare Partners Inc. in November 2012. DaVita HealthCare Partners Inc. was founded in 1994 and is headquartered in Denver, Colorado.<br /><br />Forward p/e = 16.6<br />ROE = 11%<br /><br />Not impressive numbers...yet. They will grow and they can charge whatever they want for their services when the alternative is dying. They do not have much competition for their services in America. MAYBE there is one other big player. Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-19709608936320362272016-08-09T08:48:59.489-07:002016-08-09T08:48:59.489-07:00I've seen it. I'm a frequent reader of See...I've seen it. I'm a frequent reader of Seeking Alpha.<br /><br />Thank you.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-83108000059350457272016-08-09T04:43:57.974-07:002016-08-09T04:43:57.974-07:00In case you have not seen this, here is the link t...In case you have not seen this, here is the link to an August 8, 2016 article on Novo Nordisk from a seeking alpha contributor entitled: Nove Nordisk: Buy On The Drop?<br /><br />http://seekingalpha.com/article/3997318-novo-nordisk-buy-drop <br /><br />Angelo Dallashttps://www.blogger.com/profile/15684479515068422912noreply@blogger.com