Can someone remind me what exact effect this has on rev. What percentage of revenue is paid by medicare?
Sentiment: Strong Buy
In July 2014, before the 2:1 stock split, Raymond James estimated that the 2014 Medicare rebasing regulations would be ultra-bearish for DaVita with significant headwinds- "roughly $350 million or a drop in $2.00 for EPS".
Sorry, should say July 2013 when the note came out.