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dialysis patients that currently receive treatment through commercial insurance plans and represent the vast majority of U.S. We suspect such a shift, if unchecked by a statutory language change by Congress for example, could create a significant financial burden on the roughly 10% of U.S. In that decision, the majority of the court ruled that Marietta's decision to keep DaVita (and its key peer Fresenius Medical Care) out-of-network for Marietta's insured population did not break the law since it treated all insurance plan holders equally.Īs a result of this ruling, we are raising our uncertainty ratings for DaVita and Fresenius Medical Care to high from medium (and keeping Fresenius SE's uncertainty rating at high) since this decision could allow insurers to push outpatient dialysis services out of network for all plan members, including dialysis patients. Supreme Court offered a surprising decision in the case of Marietta Memorial Hospital Employee Health Benefit Plan versus DaVita. dialysis service providers declined substantially on June 21 after the U.S. Supreme Court Ruling Raises Uncertainty for DaVita ( DVA) and Fresenius 18X to 19X historicalħ.1X cash-adjusted earnings = anti-bubble blue-chip priced for -2.8% CAGR growthīBB stable outlook credit rating = 7.5% 30-year bankruptcy riskħ1st industry percentile risk management consensus = goodĠ.8% to 16% CAGR margin-of-error growth consensus rangeġ5.4% CAGR median growth consensus (one of the highest in the company's history)ĥ-year consensus total return potential: 24% to 26% CAGRīase-case 5-year consensus return potential: 25% CAGR (5X more than the S&P consensus)Ĭonsensus 12-month total return forecast: 49%įundamentally Justified 12-Month Returns: 75% CAGR
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What You Need To Know About Foreign Dividend Withholding Taxesįresenius is a German company, so US investors face 26.375% dividend withholding taxes on their sharesĪ tax credit recoups this if you fill out the paperwork and own them in taxable accountsĨ6% quality low-risk 13/13 Ultra SWAN global aristocratġ28th highest quality company on the Master List (78th percentile)Ĥ2% historically undervalued (potential Ultra Value "Fat Pitch" buy)ġ0.7X forward earnings vs. Here's the bottom line up front about FMS.
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Reason One: Fresenius Is The Complete Safe High-Yield Dividend Growth Package That's 25% Buffett-like returns from an aristocrat bargain hiding in plain sight. Let me share the four reasons why Fresenius Medical Care ( NYSE: FMS) isn't just one of the best high-yield dividend aristocrats you've never heard of, but why it's the best time in 21 years to buy this blue chip today.įresenius isn't just an undervalued aristocrat, it's a Buffett-style anti-bubble "fat pitch" that could deliver 235% returns in the next five years. The 2-10 yield curve one of the best recession predictors in history, is 32 basis points inverted right nowīut just because recession risk is high and rising doesn't mean there aren't safe and glorious high-yield opportunities just waiting to help you potentially retire rich and stay rich in retirement. The bond market, the "smart money" on Wall Street, is relatively confident that a recession is coming by early 2023. Recession is top of mind for many investors right now, with the economy slowing and the Fed hiking interest rates at the fastest rate in 40 years. This article was coproduced with Dividend Sensei.
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