DVA - DaVita: High Debt Load And Increased Interest Expenses

Summary

• DaVita is a stock that has been in Warren Buffett's portfolio for many years.
• Now the company is under short-term pressure from higher patient costs, labor issues, higher interest expenses, and lower patient volumes.
• While lower patient volumes may be temporary, the company still has a significant debt load that is too high to sustain in this climate of rising interest rates.
• DaVita is on hold because we don't see an optimistic outlook for the near term due to ongoing pressures, and the stock's valuation is considered "reasonably valued," in my opinion.

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