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: $78.8900 on 2017-08-17

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Date Signal Expert Opinion Price
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
2017-07-13 BUY Paul Harris, CFA

A unique company, because it is not only a drugstore, but it is also a health company. Has a free cash flow yield of about 7.5%. Nice dividend yield. Same-store sales over the last little while have not been good, but are stabilizing. Big growth is going to come from the health part of their business. The stock is undervalued and can be up another 30%-40% from where it is today.


Price:
$77.920
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 HOLD Darren Sissons

One of the biggest pharmacy drug distributors in the US. There is a lot of political noise around that, but looking at a 10-20 year stock chart, it has been a very good story.


Price:
$78.640
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Unknown
2017-06-27 TOP PICK Lyle Stein

A play on demographics. It’s a cheap stock, trading at 13X next year’s earnings. A free cash generator. A great way to get diversification in a kind of sector we don’t have in Canada. Dividend yield of 2.5%. (Analysts’ price target is $88.00.)


Price:
$80.490
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-22 TOP PICK Paul Harris, CFA

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)


Price:
$77.220
Subject:
NORTH AMERICAN/GLOBAL
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-21 TOP PICK Gordon Reid

One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)


Price:
$78.160
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-06-15 PAST TOP PICK Christine Poole

(Top Pick Jun 14/16, Down 15%) It stumbled due to competition.  She likes both businesses.  The company is very well managed.  The demographics are good, the industry is consolidating and this should be a surviving player.  It trades below WBA-Q and this is a good entry point to get back in.


Price:
$80.090
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
Yes
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