CVS Health Corp | StockChase
162
CVS Health Corp (CVS-N)

Last Price Recorded: $64.9200 on 2018-05-19

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores
162
CVS Health Corp (CVS-N)

Last Price Recorded: $64.9200 on 2018-05-19

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores

CVS Health Corp


Signal Opinion Expert
TOP PICK
CVS Health Corp(CVS-N) 

May 11, 2018

Have been caught up in the negativity about drugs pricing in the US. Because of this you are paying less than 9 times earnings. Good margins. Very consistent cash flow streams. Yield 3.1% (Analysts’ price target is $86.9)

specialty stores

Have been caught up in the negativity about drugs pricing in the US. Because of this you are paying less than 9 times earnings. Good margins. Very consistent cash flow streams. Yield 3.1% (Analysts’ price target is $86.9)

specialty stores
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$64.410
Owned Owned
Yes

DON'T BUY

They are trying to make inventory more accessible by technology.  The pharmacy side of the business is still facing headwinds.  The mixed story in a tough sector is making this not very attractive.  

specialty stores

They are trying to make inventory more accessible by technology.  The pharmacy side of the business is still facing headwinds.  The mixed story in a tough sector is making this not very attractive.  

specialty stores
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$61.210
Owned Owned
No

BUY

The stock sold off a fair bit with their Aetna acquisition.  They are going to be a winner here and it is worth looking at.

specialty stores

The stock sold off a fair bit with their Aetna acquisition.  They are going to be a winner here and it is worth looking at.

specialty stores
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$61.750
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

April 27, 2018

He likes the health care sector and improving demographics.  This is one of the leading drug store chains in the US and has the scale to keep costs down.  It has reached an agreement to buy AETNA to help vertically integrate them into insurance.  It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%.   Yield 2.9%.  (Analysts’ price target is $88.10 )

specialty stores

He likes the health care sector and improving demographics.  This is one of the leading drug store chains in the US and has the scale to keep costs down.  It has reached an agreement to buy AETNA to help vertically integrate them into insurance.  It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%.   Yield 2.9%.  (Analysts’ price target is $88.10 )

specialty stores
David Dietze

Founder, Pres. & Chief Investment Strategist, Point View Wealth Ma...

PricePrice
$69.950
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

April 17, 2018

An interesting company. A retail pharmacy but now also a pharmacy benefit manager and in the process of acquiring a health insurer. So, they're trying to go along the whole chain. What could happen is that the insurance side directs people to CVS' mini-clinics to perform simpler medical work that a doctor would do, such as giving injections. This could drive down U.S. medical costs (and the U.S. has issues to face here), but also drive traffic to CVS stores. As for Amazon entering this space, we'll see what the impact is.

specialty stores

An interesting company. A retail pharmacy but now also a pharmacy benefit manager and in the process of acquiring a health insurer. So, they're trying to go along the whole chain. What could happen is that the insurance side directs people to CVS' mini-clinics to perform simpler medical work that a doctor would do, such as giving injections. This could drive down U.S. medical costs (and the U.S. has issues to face here), but also drive traffic to CVS stores. As for Amazon entering this space, we'll see what the impact is.

specialty stores
Ashley Misquitta, CFA

Senior Portfolio Manager, Empire Life ...

PricePrice
$67.110
Owned Owned
Unknown

WEAK BUY
CVS Health Corp(CVS-N) 

April 5, 2018

It scores in the top percent as a cheap stock but in the bottom in term of price momentum.  It is a value stock at this point.

specialty stores

It scores in the top percent as a cheap stock but in the bottom in term of price momentum.  It is a value stock at this point.

specialty stores
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$64.660
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

March 28, 2018

It is only 10 times earnings and great value here.  Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements.  Once their recent acquisition is completed, they will be able to deleverage themselves.  Yield 3.2%.  (Analysts’ price target is $88.85 )

specialty stores

It is only 10 times earnings and great value here.  Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements.  Once their recent acquisition is completed, they will be able to deleverage themselves.  Yield 3.2%.  (Analysts’ price target is $88.85 )

specialty stores
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$62.710
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

March 28, 2018

(A Top Pick January 20/17 Down 22%). A recent acquisition of a health insurer still needs to be approved by regulators.  It trades about 10 times earnings.   He expects them to be able purchase shares back and sees it trading at excellent value here.  A well-run company. 

specialty stores

(A Top Pick January 20/17 Down 22%). A recent acquisition of a health insurer still needs to be approved by regulators.  It trades about 10 times earnings.   He expects them to be able purchase shares back and sees it trading at excellent value here.  A well-run company. 

specialty stores
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$62.710
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

March 19, 2018

He's been hard on this name. He's steered away from consumer staples, a bad neighbourhood. Its retail end has done OK due to consistent demand, but its pharmacy side has struggled. Generic drug pricing pressure is merely one factor. Its dividend isn't enough to make him buy. He could see a pullback when rates rise; inflation hurts bond proxies like this.

specialty stores

He's been hard on this name. He's steered away from consumer staples, a bad neighbourhood. Its retail end has done OK due to consistent demand, but its pharmacy side has struggled. Generic drug pricing pressure is merely one factor. Its dividend isn't enough to make him buy. He could see a pullback when rates rise; inflation hurts bond proxies like this.

specialty stores
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$63.630
Owned Owned
No

BUY on WEAKNESS
CVS Health Corp(CVS-N) 

March 14, 2018

He thinks as a value investor you have to be careful.  However, he thinks $59.82 would be a great buy price.  He would wait until a pullback and sees $88 as a target.

specialty stores

He thinks as a value investor you have to be careful.  However, he thinks $59.82 would be a great buy price.  He would wait until a pullback and sees $88 as a target.

specialty stores
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$67.050
Owned Owned
Yes

BUY
CVS Health Corp(CVS-N) 

March 14, 2018

This will reward patient investors. A highly-disrupted business, having just bought insurer Aetna for vertical integration. They are redefining themselves by locating a store within 3 miles of 80% of the US population, a population that now must take care of chronic ailments, like diabetes. So, this proximity to customers is efficient and profitable. Trading at 11x earnings with good cash flow despite current debt levels. Also likes competitor Walgreens.

specialty stores

This will reward patient investors. A highly-disrupted business, having just bought insurer Aetna for vertical integration. They are redefining themselves by locating a store within 3 miles of 80% of the US population, a population that now must take care of chronic ailments, like diabetes. So, this proximity to customers is efficient and profitable. Trading at 11x earnings with good cash flow despite current debt levels. Also likes competitor Walgreens.

specialty stores
Gordon Reid

President, GoodReid Investment ...

PricePrice
$67.050
Owned Owned
Yes

BUY
CVS Health Corp(CVS-N) 

March 13, 2018

(At the time of this comment, Aetna holders have just approved the deal with CVS.) This is a very large company. It’s underperforming most other large companies. It hit a solid bottom of about $66 and so it’s at a good buy point, $68, at the low end of its range. Volume is not terrific. You definitely want to get out if it falls below $66. If you buy this now, the first expectations would be a $4 gain, with potential rise of another $5 to $6. (Analysts’ price target is 80.21$)

specialty stores

(At the time of this comment, Aetna holders have just approved the deal with CVS.) This is a very large company. It’s underperforming most other large companies. It hit a solid bottom of about $66 and so it’s at a good buy point, $68, at the low end of its range. Volume is not terrific. You definitely want to get out if it falls below $66. If you buy this now, the first expectations would be a $4 gain, with potential rise of another $5 to $6. (Analysts’ price target is 80.21$)

specialty stores
Jeff Parent B. Eng. FCSI CIM

VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc....

PricePrice
$68.250
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

February 15, 2018

CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side. (Analysts’ price target is $89)

specialty stores

CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side. (Analysts’ price target is $89)

specialty stores
Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$70.490
Owned Owned
Unknown

PAST TOP PICK
CVS Health Corp(CVS-N) 

February 13, 2018

(A Top Pick Feb. 16/17, Down 12%) Sold his shares last summer. Too much regulatory uncertainty and risk. more than he bargained for. Likes home healthcare, but the regulatory risk turns him off. Amazon going into the space scares the hell out of everyone, doesn't it?

specialty stores

(A Top Pick Feb. 16/17, Down 12%) Sold his shares last summer. Too much regulatory uncertainty and risk. more than he bargained for. Likes home healthcare, but the regulatory risk turns him off. Amazon going into the space scares the hell out of everyone, doesn't it?

specialty stores
David Baskin

President, Baskin Wealth Manage...

PricePrice
$70.110
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

February 2, 2018

A lot of pressure from Amazon getting into CVS' space, but confident CVS will emerge well. CVS will fight back. But don't get too speculative on events (Amazon) that could happen. ROIC consistent. Good valuation. He has faith in CVS.

specialty stores

A lot of pressure from Amazon getting into CVS' space, but confident CVS will emerge well. CVS will fight back. But don't get too speculative on events (Amazon) that could happen. ROIC consistent. Good valuation. He has faith in CVS.

specialty stores
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$76.450
Owned Owned
Unknown

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