Viewing Company CVS Health Corp | StockChase
stockchase picture

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: $72.6300 on 2017-10-17

Globe 5 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2017-10-17 SELL Brian Acker, CA

This had a Sell signal on his system last week. It had a negative transit of UV+3. He would sell this.


Price:
$72.630
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-10-16 HOLD Keith Richards

It is consolidating and is a really good example of a base.  You know to sell it if it breaks down 3% below the trading range for 3 weeks.  If it breaks to the upside 3 weeks, 3% to the upside, then you should buy it.


Price:
$72.440
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-10-13 COMMENT Darren Sissons

In many cases this is a Trump Administration story. Drug stocks have come off significantly, along with the companies that sell drugs to the American consumer. There has been a recovery in a lot of the drug stocks, and he’s not 100% convinced that Americans want to give up Obamacare. Ultimately, this is a story of drug price inflation and the attempts of the government to rein costs in. Longer-term, it is an interesting story, but a very thin margin business. If you get a small drop in profitability, stocks tend to come back significantly. This may be a buying opportunity, but for him the margins are a little skinny and not on his radar.


Price:
$72.600
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
No
2017-10-13 BUY Matt Kacur

This is a company that he likes, and with the stock price dropping makes it even better. There has been a lot of outside pressure in the space. However, the results are actually quite good. This is more about what people think is going to happen but hasn’t actually happened yet. The returns are very good.


Price:
$72.600
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-10-10 SELL Cameron Hurst

Down 15%. Hold or Sell? He would probably get rid of this. 15% is something you never want to lock in, but at the same time you can use this to offset any capital gains in other positions. This is in a sector that is technically broken.


Price:
$74.710
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-09-11 BUY Teal Linde

It is down.  Earnings are expected to increase next year.  It will likely recover because it is trading at 12 times earnings.  He would be a buyer.


Price:
$79.720
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Yes
2017-08-17 HOLD Gordon Reid

This whole space has been challenged, as well as a bit of an Amazon (AMZN-Q), but doubts that will happen. As we get older, people are taking more and more pills. However, we are moving away from patented medicines towards generics, which have lower margins attached to them. About a 3rd of their business is dedicated to a Pharmacy Benefit Manager, an insurance middleman, to act on behalf of individuals to get better prices. They have 10,000 locations in the US, including deals with Target. Bought Omnicare, which services old-age homes. Will write over a billion subscriptions in 2017.


Price:
$78.890
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-02 PAST TOP PICK Andy Nasr

(A Top Pick July 28/16. Down 13%.) This has slipped because of some concerns of the pharmacy benefit management industry in the US. The valuation is still very, very compelling. It trades at a deep discount to the S&P 500 at about 13X earnings.


Price:
$79.750
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-08-01 COMMENT Alex Ruus

A solid company. The #2 drug store in the US, as well as being involved in the pharmacy benefits management business, which has been a super profitable business over time, but is now under pressure. Feels the whole PBM business could be under a bit of profit pressure for the next several years. He would prefer a health insurer.


Price:
$79.700
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-07-27 SELL David Driscoll

This has struggled on 2 fronts. They lost a big pharmacy benefit contract to Walgreens (WBA-Q), which cost them about 40 million prescriptions. Secondly, these are drugstores that are brick-and-mortar. A lot of retailers are starting to struggle because of Amazon (AMZN-Q). If he owned this, he would probably sell it.


Price:
$78.920
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
No
2017-07-24 BUY Matt Kacur

Great company.  He would buy it down here as it has been hurt the last year or two.  Walgreens had taken some of their market share.  The business is changing.  It has such a good brand.  They are everywhere you go.  His numbers are fantastic.  He thinks everything negative is priced in.


Price:
$77.100
Subject:
NORTH AMERICAN
Bias:
SELECTIVE
Owned:
Unknown
2017-07-24 COMMENT Keith Richards

Chart shows this has been in a bit of a downtrend, but the good news is that it has been consolidating. It could be an ascending triangle where the lows get higher and the highs are pretty flat. If it breaks through the low $80s to the upside, it could be very bullish.


Price:
$77.100
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-21 COMMENT Ross Healy

Had a fairly large set back from the last year or so, and is kind of consolidating at about 2X BV. It has nice upside potential of 51%. The downside risk is to about $74, and that is where he would love to be a buyer. It has fairly easy upside to about $92. He wouldn’t worry about this one in the slightest.


Price:
$77.030
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-07-20 PAST TOP PICK Mohsin Bashir

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model.  He got out.  It was unable to overcome the competitive threats.  It could benefit from a ‘Trump Bump’.


Price:
$77.160
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2017-07-18 COMMENT David Burrows

The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.


Price:
$78.000
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
Showing 1 to 15 of 132 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.