Berkshire Hathaway’s portfolio is experiencing a downturn as Davita hits a new 52-week low, prompting speculation of CEO Greg Abel accelerating the sale of its stock. Berkshire first acquired Davita shares in 2011, but its investment may be slipping away, with the company owning 45% of Davita. Analysts question whether Berkshire should cut bait on Davita, given its fluctuating performance and lack of dividend payments. Economist David Rosenberg warns of high valuations and a lack of recession predictions, advising caution in the current market environment. Despite the technical opinion being a Strong Sell, Davita’s business fundamentals remain stable, with Berkshire potentially looking to protect against downside risk with put options on Davita stock.

Read more at Barchart: Is Greg Abel Preparing to Cut Davita Loose?