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.
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