Viewing Company CVS Health Corp | StockChase
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Compiling comments that experts make about stocks while on public TV.

CVS Health Corp Stock Symbol: CVS-N

Notes:

retail drug store chain

Last Price Recorded: $79.7600 on 2017-02-21

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Date Signal Expert Opinion Price
2017-02-16 TOP PICK David Baskin

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).


Price:
$79.450
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-02-08 COMMENT Cameron Hurst

Valuation has come back into line. They have retail which had some good comps for a while, but people are not spending as much in the store right now. Also, they are losing share to Walgreens (WBA-Q).


Price:
$77.030
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-26 PAST TOP PICK Gordon Reid

(Top Pick Jan 21/16, Down 13.41%) Many of the comments he made about WBA-N apply here. People are waiting to see the dust settle.  These companies continue to do well.  They are a good place to be patient.  Just because you are not rewarded on price does not mean you are happy with the fundamentals.  Trade less rather than more.


Price:
$79.330
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-20 TOP PICK Michael Simpson, CFA

The 2nd largest drugstore in the US, but also a PBM, (Pharmacy Benefit Manager). PBM’s are a little misunderstood in the US. They were set up because corporations didn’t want to deal with managing employees’ drug benefits. PBM’s actually save companies money. Depending on the contract, they can pass through 85%-100% of their money. CVS is going to buy back about 5 billion of shares. Good dividend growth rate and free cash flow. This is trading much lower than the market. Dividend yield of 2.44%. (Analysts’ price target is $88.74.)


Price:
$81.560
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-11 HOLD Christine Poole

This pulled back because it had to reduce its earnings guidance for this upcoming year. They had been guiding for 10%-14% growth for the next few years, and have had to reduce that to 10% going forward. This is because their drug retail side has been excluded in certain pharmacy networks. The valuation is very attractive at about 13 or 14 times forward earnings. A well-managed company.


Price:
$82.770
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-04 COMMENT David Baskin

He is a believer in this company, both the stores and the home delivery product, and believes that the stock will come back.


Price:
$79.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-12-20 BUY Barry Schwartz

He is all over the healthcare sector right now. They remind him of the US financials 2-3 years ago. Everybody hated them, too much regulation, etc., etc. It might get worse before it gets better. If you have a 2 to 4 year timeframe, it is now time to look at a number of healthcare names. He likes this one as well as Express Scripts (ESRX-Q), Zimmer Biomet (ZBH-N), etc. Very cheap valuation.


Price:
$79.840
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2016-12-19 TOP PICK Gordon Reid

It has not done particularly well recently but has been a good long term performer so now is a good entry point.  Demographically it is a good place to be.  98.8% of prescriptions are covered by benefits.  (Analysts' Target: $87.72)


Price:
$79.930
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Yes
2016-11-18 BUY Frank Holmes

They came out with some news that knocked it down.  It is an incredible company for health care reform.  Short term it is pain, but he thinks it will come back.


Price:
$74.040
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Yes
2016-11-15 PAST TOP PICK Christine Poole

(A Top Pick Dec 17/15. Down 19.33%.) Encountered some competitive pressures in their last quarter on the retail/Pharma side. They are projecting that next year they are going to lose about 40,000 scripts. She is projecting that earnings maybe flat to 5% upside next year. In 2018 they plan to resume a growth rate at 10%. Trading at a very attractive multiple now at about 12.5X forward earnings.


Price:
$75.040
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-11-08 COMMENT Mike S. Newton, CIM FCSI

He was quite surprised at such a blue-chip name getting hit so hard this week. In their conference call, they announced that they were lowering guidance going forward. They are really in a prescription-fill and price war with Walgreens. They expect 40 million prescriptions to go elsewhere this year. A very difficult space to be in.


Price:
$73.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2016-11-03 COMMENT Barry Schwartz

This owns a pharmaceutical benefits manager division and a number of other assets. It is a wonderful business. Every year they raise their dividend, buys back stock and grows its earnings. All the pharmaceutical benefits managers are under pressure right now because of worries about drug pricing and how they make money. This one has been absolutely slaughtered. Trading at a multiyear low in terms of valuation. 2-3 years from now, it will be materially higher that it is today.


Price:
$81.570
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-10-31 DON'T BUY John Kim

It is getting hit because of the pharmacy benefits space.  They are getting squeezed from pressure to lower prices on drugs.  Their margins on these drugs are going down.  Revenues are going to deteriorate.  The pressure won’t abate no matter who gets in.  He prefers Walgreens. 


Price:
$83.450
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-17 HOLD Ian Shaffer

He has owned it in the past.  There is pressure on their operating margins.  This year you could not fault any health care name for going down.  Wait for November 8th.  It doesn’t matter who gets in.  He thinks they will be a strong performer in the fourth quarter of this year.


Price:
$86.660
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
Unknown
2016-10-17 COMMENT David Burrows

(Market Call Minute.) The company has done a pretty good job in cutting costs. The stock is behaving well relative to retail. It is a defensive name. He is less interested in consumer discretionary, and more interested in tech, healthcare, financials and energy.


Price:
$86.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
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