DooDiligence Posted February 11, 2021 Posted February 11, 2021 Bought a full position of FMS on Monday. I'm trying to make up for selling Davita way too soon. Did what passes for DD with me (as usual) by reading various analyst reports, including Morningstar, and the following links. Looks cheap based on historical bitch metrics. www.fiercebiotech.com/special-report/fresenius-medical-care-acquires-nxstage-medical-top-10-medtech-deals-2019 www.fresenius.com/history --- One potential problem is overpayment for acquisitions. Looking at their history, they seem to have done well with their selections without becoming an egregious serial acquirer. There's a possible short term hit to revenues & earnings due to loss of patients from covid, and there may be controversy over their acceptance of government covid assistance. https://khn.org/news/business-is-booming-for-dialysis-giant-fresenius-it-took-a-137m-bailout-anyway/ --- Finally, my Mom is a patient of Fresenius. She used to be the hangar queen at a local hospital, and hasn't had a single stay since starting dialysis.FMS_????_34.05_2021-02.pdf
drzola Posted February 11, 2021 Posted February 11, 2021 Back in MRK today for inlaws account as I sold mine in 2016 duh. Probbaly should have just bought more Brkb for their pharmacy basket building up I suppose.
CorpRaider Posted February 11, 2021 Posted February 11, 2021 BK, I really like that new impossible whopper. ;D Wow, Bitcoin and Burgers. What's not to like!?
formthirteen Posted February 11, 2021 Posted February 11, 2021 Tracker positions in FB, ILMN, and TPB. Stocks only go up.
sarganaga Posted February 11, 2021 Posted February 11, 2021 Enterprise Products Partners (EPD) Lumen (LUMN)
treasurehunt Posted February 12, 2021 Posted February 12, 2021 Bumped up my FRFHF position by 15%. I think there is a decent chance that Fairfax will have a few very good years starting in 2021.
rosemontseneca Posted February 12, 2021 Posted February 12, 2021 Bought NEN with proceeds from EQR/CPT sales
sarganaga Posted February 16, 2021 Posted February 16, 2021 CK Hutchison (CKHUY) slightly less than 4% position now
shamelesscloner Posted February 17, 2021 Posted February 17, 2021 VZ and CVX. ;D You got a better price than Buffett, that must feel good ;)
Pistachio_Lawyer Posted February 18, 2021 Posted February 18, 2021 FB FB would be perfect for me at $150-160ish.
no_free_lunch Posted February 18, 2021 Posted February 18, 2021 T (as in AT&T) 7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf. Yes the business is stagnant but they own HBO max and that is actually growing fast. To tie to current trends, it is an inflation resistant investment.
LC Posted February 18, 2021 Posted February 18, 2021 T (as in AT&T) 7% dividend, stock buybacks, debt paydown, trading for somewhere around 8-9x fcf. Yes the business is stagnant but they own HBO max and that is actually growing fast. To tie to current trends, it is an inflation resistant investment. Preach.
formthirteen Posted February 18, 2021 Posted February 18, 2021 SE, SNC Is the music still playing? I almost sold SE this week, but then I checked my notes and the revenue growth and had to postpone the decision...
shamelesscloner Posted February 18, 2021 Posted February 18, 2021 Lumen (LUMN) Can you share any compelling writeups that you've come across?
JRM Posted February 18, 2021 Posted February 18, 2021 Lumen (LUMN) Can you share any compelling writeups that you've come across? Michael Burry likes the stock.
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