CVS Health Corp | StockChase
139
CVS Health Corp (CVS-N)

Last Price Recorded: $70.3800 on 2017-11-20

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores

CVS Health Corp


Signal Opinion Expert

2017-11-10

COMMENT
CVS Health Corp (CVS-N)

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 Management

Price: $70.990
Owned: Yes

2017-11-10

COMMENT
CVS Health Corp (CVS-N)

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 Counsel

Price: $70.990
Owned: Unknown

2017-11-08

COMMENT
CVS Health Corp (CVS-N)

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 Management

Price: $68.990
Owned: Unknown

2017-11-07

SELL
CVS Health Corp (CVS-N)

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 Management

Price: $68.950
Owned: No

2017-11-06

BUY
CVS Health Corp (CVS-N)

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 Intelligence

Price: $66.800
Owned: Unknown

2017-11-02

BUY
CVS Health Corp (CVS-N)

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 Management

Price: $69.380
Owned: Yes

2017-10-31

COMMENT
CVS Health Corp (CVS-N)

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 Corporation

Price: $68.530
Owned: Unknown

2017-10-17

SELL
CVS Health Corp (CVS-N)

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.

Price: $72.630
Owned: Unknown

2017-10-16

HOLD
CVS Health Corp (CVS-N)

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 Management

Price: $72.440
Owned: Unknown

2017-10-13

COMMENT
CVS Health Corp (CVS-N)

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

Price: $72.600
Owned: No

2017-10-13

BUY
CVS Health Corp (CVS-N)

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.

specialty stores
Matt Kacur

President, FSA Financial Science and Art

Price: $72.600
Owned: Unknown

2017-10-10

SELL
CVS Health Corp (CVS-N)

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.

specialty stores
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $74.710
Owned: Unknown

2017-09-11

BUY
CVS Health Corp (CVS-N)

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.

specialty stores
Teal Linde

Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report

Price: $79.720
Owned: Yes

2017-08-17

HOLD
CVS Health Corp (CVS-N)

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.

specialty stores
Gordon Reid

President, GoodReid Investment Counsel

Price: $78.890
Owned: Yes

2017-08-02

PAST TOP PICK
CVS Health Corp (CVS-N)

(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.

specialty stores
Andy Nasr

VP & Investment Strategist, Sentry Investments

Price: $79.750
Owned: Yes

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