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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (49765)	10/14/2012 4:52:39 PM
From: E_K_S	Respond to of 78715

Thank's Sergio for the new names. I will add them to my watch list. I do think that in the medical business, these "service" organizations do add a lot of value and many of their positions require special certifications. As a result, they can charge higher rates for their services but still the main driver on prices is/are Government funded Medicare reimbursement rates. As the populous ages, many of these out patient service organizations (especially the larger companies that can grow by acquisition and/or incorporate their "franchise" brand) should do well in the current environment. This is much more cost effective than in-hospital stays and/or hospital affiliated services. Their overhead is just too high. I see a significant area emerging for these medical support services. Even Walmart is offering services in this area from flu shots, eye glasses and perhaps eventually certain types of out patient procedures. Medical technology is advancing to where it is no longer necessary to have one or more doctors oversee a procedure but rather only certified and licensed RN's. The value proposition will be the new medical out patient procedures and or therapy that can be provided at much less cost than current hospital rates. The winners will be those companies that can "franchise" their quality brand and qualify for Medicare reimbursement. It will be a win/win for everyone. EKS

To: Sergio H who wrote (49765)	8/27/2016 11:25:59 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78715

re DVA - I took a look at DVA for the first time. I looked at the company, because my wife started to work for them in a Kidney care center as a nurse. The stock is modestly attractive from a valuation perspective. The company has it's own culture emphasizing their own way of doing things and is very data driven. They pay a bit under prevailing market rates , but treat their employees well and offer more training than competitors. I Like their disclosure, it is very open and quite easy to understand: phx.corporate-ir.net No position yet. Outlook is muted and their is pressure from reimbursement rates, and the business has a moat, as it is practically a duopoly with Fresenius Medical care.