CVS Health Corp | StockChase
144
CVS Health Corp (CVS-N)

Last Price Recorded: $79.5000 on 2018-01-17

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores
144
CVS Health Corp (CVS-N)

Last Price Recorded: $79.5000 on 2018-01-17

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores

CVS Health Corp


Signal Opinion Expert
COMMENT
CVS Health Corp(CVS-N) 

January 12, 2018

About 2 or 3 months ago, this got hit by the Amazon affect, and the stock fell to $66, and is now at $79. This has a positive transit of EBV +3, which is a Buy signal. His model price is $100.70, 27% upside. A good price if you are looking at buying this.

specialty stores

About 2 or 3 months ago, this got hit by the Amazon affect, and the stock fell to $66, and is now at $79. This has a positive transit of EBV +3, which is a Buy signal. His model price is $100.70, 27% upside. A good price if you are looking at buying this.

specialty stores
Brian Acker, CA

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

PricePrice
$78.780
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

January 12, 2018

Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

specialty stores

Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

specialty stores
Bryden Teich

Portfolio Manager, Avenue Investment Ma...

PricePrice
$78.780
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

January 9, 2018

Had owned this, but sold it to buy something else. They are going to have a big benefit from tax reform, although they acquired Aetna. That is going to really transform them. It is no longer going to be a retailer and a pharmaceutical benefits manager, it is also going to have healthcare plans. Taking on a lot of debt to make the acquisition and there is no guarantee of success. Although it looks cheap, it is not one he is excited about getting into at the moment.

specialty stores

Had owned this, but sold it to buy something else. They are going to have a big benefit from tax reform, although they acquired Aetna. That is going to really transform them. It is no longer going to be a retailer and a pharmaceutical benefits manager, it is also going to have healthcare plans. Taking on a lot of debt to make the acquisition and there is no guarantee of success. Although it looks cheap, it is not one he is excited about getting into at the moment.

specialty stores
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$77.690
Owned Owned
No

TOP PICK
CVS Health Corp(CVS-N) 

December 29, 2017

Partly a drugstore, partly a long-term health care business and partly a pharmaceutical benefits business. The stock has about a 7% free cash flow yield and a 2.7% dividend yield. Trading at about 11X earnings. They just bought Aetna and vertically integrating the company. It's not about selling drugs and drug store stuff or having fees for services, it is much more about being a healthcare company. They may have to do an equity issue which makes a lot of sense. This makes it a company that Amazon (AMZ-Q) would be hard to compete with. (Analysts' price target is $85.50.)

specialty stores

Partly a drugstore, partly a long-term health care business and partly a pharmaceutical benefits business. The stock has about a 7% free cash flow yield and a 2.7% dividend yield. Trading at about 11X earnings. They just bought Aetna and vertically integrating the company. It's not about selling drugs and drug store stuff or having fees for services, it is much more about being a healthcare company. They may have to do an equity issue which makes a lot of sense. This makes it a company that Amazon (AMZ-Q) would be hard to compete with. (Analysts' price target is $85.50.)

specialty stores
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$72.500
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

December 19, 2017

(A Top Pick Dec 19/16. Down 7%.) People are afraid Amazon is going to come in and take their space. That is unlikely to happen. They have 10,000 locations in the US along with 1600 in Target stores and 1200 in mini-clinics. A wonderful platform to capture the patient experience, which is exactly what they are trying to do.

specialty stores

(A Top Pick Dec 19/16. Down 7%.) People are afraid Amazon is going to come in and take their space. That is unlikely to happen. They have 10,000 locations in the US along with 1600 in Target stores and 1200 in mini-clinics. A wonderful platform to capture the patient experience, which is exactly what they are trying to do.

specialty stores
Gordon Reid

President, GoodReid Investment ...

PricePrice
$72.310
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

November 10, 2017

She is going to continue holding this, even though Amazon (AMZN-Q) may enter the mail order drug delivery space. Feels they are well positioned. They have the infrastructure and their PBM service, so can compete if they have to. The multiple has really contracted, trading at about 12X forward earnings. There are rumours that CVS may buy a health insurance company, possibly Aetna, which has caused the stock to pull back. They are virtually integrating in that whole chain, and will eventually derive more scripts and more services into their retail network, which will help lower overall hospital costs.

specialty stores

She is going to continue holding this, even though Amazon (AMZN-Q) may enter the mail order drug delivery space. Feels they are well positioned. They have the infrastructure and their PBM service, so can compete if they have to. The multiple has really contracted, trading at about 12X forward earnings. There are rumours that CVS may buy a health insurance company, possibly Aetna, which has caused the stock to pull back. They are virtually integrating in that whole chain, and will eventually derive more scripts and more services into their retail network, which will help lower overall hospital costs.

specialty stores
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$70.990
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

November 10, 2017

This has responded to the Amazon (AMZN-Q) factor. They are rumoured to be talking to Aetna for a takeover. That would create a vertically integrated business model. If they can create a model where the patient experience is owned by the CVS group, then people are less and less likely to want to interrupt that relationship. That is the response we are starting to see.

specialty stores

This has responded to the Amazon (AMZN-Q) factor. They are rumoured to be talking to Aetna for a takeover. That would create a vertically integrated business model. If they can create a model where the patient experience is owned by the CVS group, then people are less and less likely to want to interrupt that relationship. That is the response we are starting to see.

specialty stores
Gordon Reid

President, GoodReid Investment ...

PricePrice
$70.990
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

November 8, 2017

The biggest problem is Amazon. You have to ask, how does Amazon come into this type of market and destroy a business. If you’re in industries that Amazon can touch, there is a lot of fear. It’ll be hard to say how tough CVS's moat is and how they will be able to compete going forward. This screens very well on a valuation basis, and is compelling to look at, but with the Amazon factor of going into different industries and being very competitive, that is on a lot of people's minds. That overhang can be there for quite a while.

specialty stores

The biggest problem is Amazon. You have to ask, how does Amazon come into this type of market and destroy a business. If you’re in industries that Amazon can touch, there is a lot of fear. It’ll be hard to say how tough CVS's moat is and how they will be able to compete going forward. This screens very well on a valuation basis, and is compelling to look at, but with the Amazon factor of going into different industries and being very competitive, that is on a lot of people's minds. That overhang can be there for quite a while.

specialty stores
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$68.990
Owned Owned
Unknown

SELL
CVS Health Corp(CVS-N) 

November 7, 2017

There is a lot happening. You have everything from an Amazon factor with the PBM's, to the challenging brick-and-mortar at the front. He’s stayed away from staples category this fall. It hasn't worked technically. There’s been a number of headwinds. If you own this, consider using it as an offset to your gains.

specialty stores

There is a lot happening. You have everything from an Amazon factor with the PBM's, to the challenging brick-and-mortar at the front. He’s stayed away from staples category this fall. It hasn't worked technically. There’s been a number of headwinds. If you own this, consider using it as an offset to your gains.

specialty stores
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$68.950
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

November 6, 2017

It is one of the ones she likes.  There have been a lot of mergers and acquisitions.  It would be interesting if they can merge and get additional synergies.  This is an interesting entry point.

specialty stores

It is one of the ones she likes.  There have been a lot of mergers and acquisitions.  It would be interesting if they can merge and get additional synergies.  This is an interesting entry point.

specialty stores
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$66.800
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

November 2, 2017

There are a couple things going on. A lot of generics are hurting the stock, and same-store sales have been very difficult over the last while. Amazon (AMZ-Q) supposedly moving in on pharmaceuticals has been hurting. The talk of doing a merger with Aetna would create a fair bit of dilution, and people are worried about that. He would be a buyer. Retail over the long-term is a very strong business.

specialty stores

There are a couple things going on. A lot of generics are hurting the stock, and same-store sales have been very difficult over the last while. Amazon (AMZ-Q) supposedly moving in on pharmaceuticals has been hurting. The talk of doing a merger with Aetna would create a fair bit of dilution, and people are worried about that. He would be a buyer. Retail over the long-term is a very strong business.

specialty stores
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$69.380
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

October 31, 2017

These types of stocks have all been hit for a few reasons. There are too many pharmacies in the US. The dispensing margin is being narrowed, so margins are also being hit. Also, the threat of Amazon is hovering over the pharmacy business. He still sees headwinds.

specialty stores

These types of stocks have all been hit for a few reasons. There are too many pharmacies in the US. The dispensing margin is being narrowed, so margins are also being hit. Also, the threat of Amazon is hovering over the pharmacy business. He still sees headwinds.

specialty stores
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$68.530
Owned Owned
Unknown

SELL
CVS Health Corp(CVS-N) 

October 17, 2017

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

specialty stores

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

specialty stores
Brian Acker, CA

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

PricePrice
$72.630
Owned Owned
Unknown

HOLD
CVS Health Corp(CVS-N) 

October 16, 2017

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.

specialty stores

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.

specialty stores
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$72.440
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

October 13, 2017

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.

specialty stores

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.

specialty stores
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$72.600
Owned Owned
No

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