206

CVS Health Corp (CVS-N)

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores

CVS Health Corp
CVS-N

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Signal	Opinion	Expert
COMMENT	CVS Health Corp(CVS-N) February 14, 2019 He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however. specialty stores 0 0 0 0 0 0 comments	He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however. specialty stores 0 0 0 0 0 0 comments Jason Mann CIO & Co-F, Edgehill Patners... Price $67.970 Owned Unknown

WEAK BUY	CVS Health Corp(CVS-N) February 8, 2019 He sees about a 21% upside and could see it test $85. He would be a weak buy here. specialty stores 0 0 0 0 0 0 comments	He sees about a 21% upside and could see it test $85. He would be a weak buy here. specialty stores 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $64.850 Owned Unknown
DON'T BUY	CVS Health Corp(CVS-N) February 6, 2019 It has yield support of about 3%. Earnings are improving as they do the right things, leading to 8-10% growth. The retail space does not excite him. It has significant overhead resistance. There are better spaces to be in right now. He would look more towards medical devices rather than this space. specialty stores 0 0 0 0 0 0 comments	It has yield support of about 3%. Earnings are improving as they do the right things, leading to 8-10% growth. The retail space does not excite him. It has significant overhead resistance. There are better spaces to be in right now. He would look more towards medical devices rather than this space. specialty stores 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $66.030 Owned No
BUY	CVS Health Corp(CVS-N) February 6, 2019 They're positioning themselves in vertical integration to succeed. They just closed the Aetna (insurer) purchase. CVS has 10,000 locations in the U.S. can capitalizing in healthcare by creating a clinic system within CVS locations to address non-emergency medical chronic issues (i.e. testing blood pressure). Most medical issues are not emergencies but they cost emergency rooms heavily. CVS helps address this problem. specialty stores 0 0 0 0 0 0 comments	They're positioning themselves in vertical integration to succeed. They just closed the Aetna (insurer) purchase. CVS has 10,000 locations in the U.S. can capitalizing in healthcare by creating a clinic system within CVS locations to address non-emergency medical chronic issues (i.e. testing blood pressure). Most medical issues are not emergencies but they cost emergency rooms heavily. CVS helps address this problem. specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $66.030 Owned Yes
HOLD	CVS Health Corp(CVS-N) January 31, 2019 A poor performer. It is trading at a low valuation. He is taking a good hard look at the sector and this company. Looks cheap and it is in a growth area. specialty stores 0 0 0 0 0 0 comments	A poor performer. It is trading at a low valuation. He is taking a good hard look at the sector and this company. Looks cheap and it is in a growth area. specialty stores 0 0 0 0 0 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $65.550 Owned No
TOP PICK	CVS Health Corp(CVS-N) January 29, 2019 Good base above $62. Buy at this point, which is the bottom of its range. $63.80 is the exit point. $8-10 upside from here. (Analysts’ price target is $89.62) specialty stores 0 0 0 0 0 0 comments	Good base above $62. Buy at this point, which is the bottom of its range. $63.80 is the exit point. $8-10 upside from here. (Analysts’ price target is $89.62) specialty stores 0 0 0 0 0 0 comments Jeff Parent B. VP & Portf, Castlemoore Inc.... Price $65.550 Owned No
DON'T BUY	CVS Health Corp(CVS-N) January 22, 2019 He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried. specialty stores 0 0 0 0 0 0 comments	He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried. specialty stores 0 0 0 0 0 0 comments David Baskin President, Baskin Wealth Manage... Price $64.920 Owned No
DON'T BUY	CVS Health Corp(CVS-N) January 8, 2019 Two sides to it. Pharmacy benefit side (PBM) and the retail side. Doesn't like the pharmacy benefit side. Generics pricing is an headwind. They are doing a number of right things but there is nothing to get really excited about. Prefers UNH-N. specialty stores 0 0 0 0 0 0 comments	Two sides to it. Pharmacy benefit side (PBM) and the retail side. Doesn't like the pharmacy benefit side. Generics pricing is an headwind. They are doing a number of right things but there is nothing to get really excited about. Prefers UNH-N. specialty stores 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $68.530 Owned Unknown
BUY	CVS Health Corp(CVS-N) January 7, 2019 The healthcare stocks in the US have been quite volatile. The aging population likes their pharmacy and the pickup and delivery. This one is trading relatively cheaply and is a solid business. He thinks the grocery chains will buy them up. (Analysts’ price target is $92.00) specialty stores 0 0 0 0 0 0 comments	The healthcare stocks in the US have been quite volatile. The aging population likes their pharmacy and the pickup and delivery. This one is trading relatively cheaply and is a solid business. He thinks the grocery chains will buy them up. (Analysts’ price target is $92.00) specialty stores 0 0 0 0 0 0 comments Bruce Murray CEO & Chie, The Murray Wealth Gr... Price $68.610 Owned Unknown
COMMENT	CVS Health Corp(CVS-N) December 19, 2018 CVS or BAC? He owns both and struggles to pick one over the other. Building a portfolio with different balances makes sense. CVS is a little out of favour as it is being "Amazoned". However, they have 11,000 locations in the US and have set up mini-health clinics with nurses on staff -- a good differentiation. BAC has corrected and is now trading at recessionary levels (below book value) -- extreme levels not seen since 2008 and great value. specialty stores 0 0 0 0 0 0 comments	CVS or BAC? He owns both and struggles to pick one over the other. Building a portfolio with different balances makes sense. CVS is a little out of favour as it is being "Amazoned". However, they have 11,000 locations in the US and have set up mini-health clinics with nurses on staff -- a good differentiation. BAC has corrected and is now trading at recessionary levels (below book value) -- extreme levels not seen since 2008 and great value. specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $68.590 Owned Yes
WATCH	CVS Health Corp(CVS-N) December 6, 2018 He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market. specialty stores 0 0 0 0 0 0 comments	He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market. specialty stores 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $76.570 Owned Unknown
PAST TOP PICK	CVS Health Corp(CVS-N) November 28, 2018 (A Top Pick Jun 01/18, Up 27%) It was so cheap this summer. The big news is that they have closed the AETNA acquisition and he thinks there is still room to move higher. The trend to lowering health care costs is possible and this is the combination to take advantage. He thinks it will trade over $100 next year. specialty stores 0 0 0 0 0 0 comments	(A Top Pick Jun 01/18, Up 27%) It was so cheap this summer. The big news is that they have closed the AETNA acquisition and he thinks there is still room to move higher. The trend to lowering health care costs is possible and this is the combination to take advantage. He thinks it will trade over $100 next year. specialty stores 0 0 0 0 0 0 comments Bryden Teich Portfolio , Avenue Investment Ma... Price $80.270 Owned Yes
BUY	CVS Health Corp(CVS-N) November 26, 2018 He likes this company. It has come down quite a bit over the last couple of years. There was some talk of the supply chain being over bloated. The merger with Aetna should be a net benefit. Good opportunity at this level. specialty stores 0 0 0 0 0 0 comments	He likes this company. It has come down quite a bit over the last couple of years. There was some talk of the supply chain being over bloated. The merger with Aetna should be a net benefit. Good opportunity at this level. specialty stores 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $77.840 Owned No
BUY	CVS Health Corp(CVS-N) November 22, 2018 He likes it. He bought it mid-year in a fund he manages. It is below what he paid now but represents pretty good value. They are going through a proposed merger which should be finalized by the end of the year. There are too many pharmacies out there. Pricing is also a headwind, as is food. They are doing a vertical integration with other health care companies. It is probably a $75-$105 stock. It is a defensive part of his portfolio. With the dividend it should make double digit returns. (Analysts’ price target is $92.00) specialty stores 0 0 0 0 0 0 comments	He likes it. He bought it mid-year in a fund he manages. It is below what he paid now but represents pretty good value. They are going through a proposed merger which should be finalized by the end of the year. There are too many pharmacies out there. Pricing is also a headwind, as is food. They are doing a vertical integration with other health care companies. It is probably a $75-$105 stock. It is a defensive part of his portfolio. With the dividend it should make double digit returns. (Analysts’ price target is $92.00) specialty stores 0 0 0 0 0 0 comments Robert Lauzon Deputy Chi, Middlefield Capital ... Price $0.000 Owned Yes
DON'T BUY	CVS Health Corp(CVS-N) November 20, 2018 Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend. specialty stores 0 0 0 0 0 0 comments	Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend. specialty stores 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $75.520 Owned Unknown

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