good stuff... never put together you were the one that contributed to SA. good write up. that other guy that wrote about "rich too quick" is an idiot.... clearly an amateur.
anyone following this one?? was attractive pre merger..... now that pfis has acquired (merged) with penseco i'm guessing at least 20% appreciation near term. volume is picking up, getting ready to pop
I think we break 2 easy by year end. As everyone has said, this clearly indicates another great quarter. I'm a buyer here, hell there is no where else to go with my $$.. this thing is still cheap Imo given growth and shareholder friendliness.. Quality quality company.
O yea this is good stuff. I love it. Would love to see a little dip before end of the year and pick up some more before end of year results. I'm thinking q4 is going to knock it out.
not sure i'm feeling a special... i could see them sitting on cash the rest of the year
While the Company’s cash flow is currently strong it intends to closely manage its cash flow activities for the remainder of 2013.
i love it! ha i thought i recognized your name. same guy thats in armanino with me. just found this one, whats the deal?? seems attractive?
yea, i sold 20k shares at a buck 90.... kind of regret it but had to, amnf had become about 60% of my portfolio after loading up around the dollar range. wish i had more companies to deploy the cash to, just aren't that many (if any) better options right now.
except davita.... long there. got to love quality business, whether large cap or small.
kent thiry might be arrogant but he is no #$%$. he's a fckuing genius. love the downplaying of a "rocky" 2014..... might be a little uncertain but it will be an incredible opportunity to buy more quality business with the dialysis bankroll. this company is a machine. tons of free cash. even if reimbursement cuts go through that gives davita an excellent opportunity to buy up smaller company at attractive prices. give it 5 years, best healthcare company in the us. i'd rather my ceo under promise and over deliver than over promise and under deliver. been averaging up since high 80's before the split...... in this bad boy for life
what good does a split do again????
why has the greatest investor in the world never split his stock? because it does nothing for shareholders
also, eps growth has increased significantly. between 2010 and 2012 share eps only increased a total of .023 cents. between 2012 and 2013 eps increased .031 cents. p/e is justified by growth. with new equipment and more products i think it is reasonable to think growth to continue. bellbell, i believe your estimate of 15 p/e is low. especially considering mgmt returns ALL cash to shareholders through divis and buybacks.
just my 2 cents
because they have made so much money over the past several years they need to diversify some of their portfolio. and because they get paid and incentivized by options and shares. if i'm 50-60 i probably wouldn't want all my net worth tied to one thing either