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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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What the experts are saying about CVS-N

Signal	Opinion	Expert
TOP PICK	CVS Health Corp(CVS-N) April 22, 2019 It's been in the doghouse, but what will be positive is in them creating a vertically integrated healthcare service that ranges from insurance to clinics to filling prescriptions. The clinics will offer people an alternative to emergency room services, like taking your blood pressure. (Analysts’ price target is $72.44) specialty stores 0 0 0 0 0 0 comments	It's been in the doghouse, but what will be positive is in them creating a vertically integrated healthcare service that ranges from insurance to clinics to filling prescriptions. The clinics will offer people an alternative to emergency room services, like taking your blood pressure. (Analysts’ price target is $72.44) specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $52.430 Owned Yes

DON'T BUY	CVS Health Corp(CVS-N) April 10, 2019 A value trap. It has been punished lately on its stock price and is a political punching bag that both Republicans and Democrats are beating up on. He would stay away. (Analysts’ price target is $75.00) specialty stores 0 0 0 0 0 0 comments	A value trap. It has been punished lately on its stock price and is a political punching bag that both Republicans and Democrats are beating up on. He would stay away. (Analysts’ price target is $75.00) specialty stores 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $53.815 Owned No
DON'T BUY	CVS Health Corp(CVS-N) April 9, 2019 He sold it. It's cheap stock, but the issue is they can't integrate Aetna well. Also, they're considering a new store format from a vertical perspective to become more of a health centre. He doesn't think this vertical integration makes sense and expects more downside until CVS can show something positive from this integration. It doesn't help that American politicians are decrying rising healthcare costs. specialty stores 0 0 0 0 0 0 comments	He sold it. It's cheap stock, but the issue is they can't integrate Aetna well. Also, they're considering a new store format from a vertical perspective to become more of a health centre. He doesn't think this vertical integration makes sense and expects more downside until CVS can show something positive from this integration. It doesn't help that American politicians are decrying rising healthcare costs. specialty stores 0 0 0 0 0 0 comments Paul Harris, CF Portfolio , Avenue Investment Ma... Price $53.720 Owned No
DON'T BUY	CVS Health Corp(CVS-N) April 2, 2019 Convenience stores have more defensibility against the online model. Fails to see topline growth. Plus, they levered up for that acquisition 2 years ago. The company will be around for a while, but at what cost. specialty stores 0 0 0 0 0 0 comments	Convenience stores have more defensibility against the online model. Fails to see topline growth. Plus, they levered up for that acquisition 2 years ago. The company will be around for a while, but at what cost. specialty stores 0 0 0 0 0 0 comments Chris Stuchberr Portfolio , Wellington-Altus Pri... Price $52.130 Owned Unknown
HOLD	CVS Health Corp(CVS-N) March 26, 2019 Policy issues have knocked them down. US needs their business to help them save money. A survivor, and a grower, so he wouldn't sell. They're taking a look at stepping in. specialty stores 0 0 0 0 0 0 comments	Policy issues have knocked them down. US needs their business to help them save money. A survivor, and a grower, so he wouldn't sell. They're taking a look at stepping in. specialty stores 0 0 0 0 0 0 comments Lorne Steinberg President , Lorne Steinberg Weal... Price $55.390 Owned No
DON'T BUY	CVS Health Corp(CVS-N) March 25, 2019 Stay away from it because he thinks these businesses are misunderstood. Drugstores are not a defensive business. People will by less makeup in a recession. specialty stores 0 0 0 0 0 0 comments	Stay away from it because he thinks these businesses are misunderstood. Drugstores are not a defensive business. People will by less makeup in a recession. specialty stores 0 0 0 0 0 0 comments David Fingold VP and Por, Dynamic Funds... Price $54.950 Owned Unknown
HOLD	CVS Health Corp(CVS-N) March 21, 2019 It has been a tough situation. They have been in flux. They made a big acquisition in Aetna. It will give them the healthcare footprint. They have a store within 3 miles of 70% of the US population. They can solve chronic, non-emergency situations. They provide a low cost alternative to emergency rooms. He is being patient with it. He thinks it will be a winner in the future. They had an earnings issue with one of their divisions. He thinks they are very smart. specialty stores 0 0 0 0 0 0 comments	It has been a tough situation. They have been in flux. They made a big acquisition in Aetna. It will give them the healthcare footprint. They have a store within 3 miles of 70% of the US population. They can solve chronic, non-emergency situations. They provide a low cost alternative to emergency rooms. He is being patient with it. He thinks it will be a winner in the future. They had an earnings issue with one of their divisions. He thinks they are very smart. specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $57.400 Owned Yes
WAIT	CVS Health Corp(CVS-N) March 12, 2019 It's lagged in the past year. Just closed the Aetna purchase. Lots of negative sentiment, including political talk of limiting drug costs as well as fears of Amazon taking over drug delivery. Aetna recently decreased their guidance and the stock dropped. That said, CVS they have good assets including health insurance. Trades at a low 8x multiple. She'll wait what they have to say on investor day in May. Yield is over 3%. specialty stores 0 0 0 0 0 0 comments	It's lagged in the past year. Just closed the Aetna purchase. Lots of negative sentiment, including political talk of limiting drug costs as well as fears of Amazon taking over drug delivery. Aetna recently decreased their guidance and the stock dropped. That said, CVS they have good assets including health insurance. Trades at a low 8x multiple. She'll wait what they have to say on investor day in May. Yield is over 3%. specialty stores 0 0 0 0 0 0 comments Christine Poole CEO & Mana, GlobeInvest Capital ... Price $54.650 Owned Yes
DON'T BUY	CVS Health Corp(CVS-N) March 11, 2019 He decided to get out because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. They keep making acquisitions to make the company make sense. He would probably prefer WBA-Q. specialty stores 0 0 0 0 0 0 comments	He decided to get out because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. They keep making acquisitions to make the company make sense. He would probably prefer WBA-Q. specialty stores 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $53.750 Owned No
DON'T BUY	CVS Health Corp(CVS-N) March 6, 2019 He sold it. CVS bought Aetna--the combination of the two looked great. Sadly, CVS is having integration problems that could continue, and carry a lot of debt. He held on too long before he sold. If you own this, ride it out. specialty stores 0 0 0 0 0 0 comments	He sold it. CVS bought Aetna--the combination of the two looked great. Sadly, CVS is having integration problems that could continue, and carry a lot of debt. He held on too long before he sold. If you own this, ride it out. specialty stores 0 0 0 0 0 0 comments Andrew Pink Portfolio , LDIC... Price $54.000 Owned No
DON'T BUY	CVS Health Corp(CVS-N) March 6, 2019 It's had a gut punch with negative earnigns revisions. CVS needs to prove itself for him to step in. The chart is broken. He won't go near this. specialty stores 0 0 0 0 0 0 comments	It's had a gut punch with negative earnigns revisions. CVS needs to prove itself for him to step in. The chart is broken. He won't go near this. specialty stores 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $52.360 Owned No
COMMENT	CVS Health Corp(CVS-N) February 28, 2019 It is having a tough time. You are having a 3.3% dividend yield but some of the legacy retail and some of the PBM units are facing structural headwinds. It is going to take time. specialty stores 0 0 0 0 0 0 comments	It is having a tough time. You are having a 3.3% dividend yield but some of the legacy retail and some of the PBM units are facing structural headwinds. It is going to take time. specialty stores 0 0 0 0 0 0 comments Stan Wong Director &, Private Wealth Manag... Price $57.830 Owned Unknown
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

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