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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (49759)10/14/2012 3:56:22 PM
From: Sergio H  Read Replies (2) of 78717
 
Earlier this month Berkshire Hathaway added shares of DVA as it hit new highs. Berkshire also added shares in Sept.

finance.yahoo.com

This company is enjoying a duapoly with FMS in providing outpatient dialysis services in the U.S. and has recently expanded into China. DVA does not pay a div. and does not have a preferred.

FMS is in 40 countries, while DVA is focused primarily in this country.

Another co. in the healthcare sector that has a good history of fat profit margins in USPH. They run medical clinics and rehab centers. There's little debt and the stock pays a small div. The div. was initiated last year and was increased this year.

I like USPH's business plan. They recognize that their business is dominated by many small players and have grown to be the third largest co. in the U.S. in their sector. Since 2005, they have made several acquisitions all funded by their free cash flow.

There are financial presentations on their website if you are interested:

corporate.usph.com

They missed on earnings in their last report as the numbers were a little less than expected, providing a good opportunity for entry for anyone interested. Insiders have been selling and some institutions lowered their positions recently.

I have an interest in DVA and plan to start a position in USPH next week.
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