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: $82.1700 on 2017-04-25

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Date Signal Expert Opinion Price
2017-04-19 HOLD Bruce Murray

This had issues when they became an insurance company and a drugstore. They also went into the UK and bought Boots. The conflict of interest between being a healthcare provider and trying to get people to go to your store has hit it. A solid business and is not going away.


Price:
$77.830
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-04-13 TOP PICK Paul Harris, CFA

A kind of integrated health care company. It is a pharmacy and has a long-term care business. Trades at 13X earnings. The stock has pulled off from its highs. Has a free cash flow yield of about 7%. They’ve had some issues on the same store sales side over the last while, and he thinks that is stabilizing. On the healthcare side, they need to make a few more acquisitions. Thinks the intrinsic value is somewhere between $90 and $95. Dividend yield of 2.6%. (Analysts’ price target is $87.50.)


Price:
$77.960
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-04-12 PAST TOP PICK Christine Poole

(A Top Pick March 10/16. Down 20%.) This is the leading drugstore in the US on the retail side. Last fall, their scripts got excluded from the PBM networks, so they are losing some prescription volumes, which is a short-term negative. Earnings are going to be somewhat flat this year, but they feel they can continue growing earnings at a 10% rate past 2017. She likes the space. Their competitor, Walgreens (WBA-Q), is in the process of acquiring Rite Aid (RAD-N), so expects CVS will pick up some stores at that time. Trading at about 2 multiples discount to Walgreens because of their near term earnings stumble. Thinks the disappointment is already priced into the stock.


Price:
$77.960
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 DON'T BUY Cameron Hurst

There is retail and pharma benefits managment.  It does not meet his criteria.  It has not broken out.  The PBM is facing pressure.  Their fees are a percent, which is riskier.  Their fundamentals don’t line up.  There are better places to put money.


Price:
$77.010
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-03-13 HOLD Matt Kacur

A really great company with a successful long-term track record, which should continue in the future. A couple of things have taken the stock down. Walgreens (WBA-Q) had a new deal, which was going to eat into the market share, so of course the stock took a bit of a hit. Also, there is the potential legislation on repricing of drugs. The whole drug chain is probably susceptible to some repricing. Thinks these 2 things are already priced in.


Price:
$80.440
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-01 COMMENT John Burke

A big fan. The healthcare sector is cheap. This one has a tremendous free cash flow yield. They pretty much have the market all to themselves, and he likes markets where there aren’t very many competitors. (See Top Picks.)


Price:
$80.700
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
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
Showing 1 to 15 of 106 entries
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