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: $83.2000 on 2017-01-19

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Date Signal Expert Opinion Price
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
2016-10-12 PAST TOP PICK Christine Poole

(Top Pick Nov 25/16, Down 5.83%) They are different from regular drug retail.  She thinks they will still maintain their 14%+ annual earnings growth.  They bought all the Target pharmacies.  She likes it here.  It is at a historical low.


Price:
$87.470
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-10-11 COMMENT Dr. Richard Evans

Drug retail in the US is in a very tough spot. Looking at the number of pharmacies needed versus how many you’ve actually got, you have 34% more than needed. There are so many pharmacies, and margins have gotten so large in pharmacies that insurers are now coming into a geographic area and getting lower bids on their dispensing margins. He sees a steady, annual re-rating of gross profits in pharmacies, and the dispensing margins staying under pressure. Valuations are not very attractive at the current time.


Price:
$86.400
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Unknown
2016-09-19 STRONG BUY Teal Linde

It was a top pick last month.  It has come off since then so he would be a buyer.  They are a pharmacy benefits manager and they own 800 clinics. 


Price:
$89.170
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-09-07 COMMENT Gordon Reid

CVS (CVS-N) or Walgreen Boots Alliance (WBA-Q)? This one has Caremark, a pharmacy benefit manager, which makes up about a 3rd of their business. Over the past few months, this has caused him a little concern. It is not as transparent in terms of pricing, and a lot of the PBM’s are hiding behind competitive advantage and not wanting their competitors to know what their pricing is. He likes them both. This one is a little cheaper.


Price:
$93.610
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
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