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In Uncertain Markets, DaVita’s Stable Rev/EPS Look Attractive

- Healthcare stocks down but have outperformed significantly; that’s likely to continue

- DVA share price at healthy discount to long-term P/E; stock down 15% from high

- Strong international growth should continue; Berkshire Hathaway has a 31% stake

Everyone is worried about the rapid spread of the coronavirus and how bad it might get, and rightly so. While the world’s attention is on that, it might pay to prospect elsewhere.

With the uncertainty that comes with a bear mar...

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