CVS Health Corp

CVS-N

NYSE:CVS

58.14
0.73 (1.24%)
CVS Health is an American retail pharmacy and health care company headquartered in Woonsocket, Rhode Island.
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Analysis and Opinions about CVS-N

Signal
Opinion
Expert
COMMENT
COMMENT
September 15, 2020

Regulations in the U.S. may affect distribution They recently bought health insurer Aetna. A cheap stock trading at 9x forward earnings. Not sure why the price has come off in the past month, maybe a rotation into momentum. The PBM business (https://en.wikipedia.org/wiki/Pharmacy_benefit_management) always has an overhang with the US government wanting to lower prices. These worries are absorbed into the CVS stock price. Also, CVS has had to pay more for PPE and labour wages, but these costs should abate in time. The current price reflects all these overhangs.

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CVS Health Corp (CVS-N)
September 15, 2020

Regulations in the U.S. may affect distribution They recently bought health insurer Aetna. A cheap stock trading at 9x forward earnings. Not sure why the price has come off in the past month, maybe a rotation into momentum. The PBM business (https://en.wikipedia.org/wiki/Pharmacy_benefit_management) always has an overhang with the US government wanting to lower prices. These worries are absorbed into the CVS stock price. Also, CVS has had to pay more for PPE and labour wages, but these costs should abate in time. The current price reflects all these overhangs.

DON'T BUY
DON'T BUY
September 14, 2020
He made a mistake buying this. Doesn't like it. If there's a vaccine, though, it will go higher.
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CVS Health Corp (CVS-N)
September 14, 2020
He made a mistake buying this. Doesn't like it. If there's a vaccine, though, it will go higher.
BUY
BUY
September 9, 2020
The rally has ignored the low growth, high-yield, blue chip stocks like CVS. Tading at less than 10x earnings, with a dividend of about 3.5%. A lot to be said for owning this kind of a stock. Could be a nest egg. Drugstores won't disappear, even with online shopping. Better buy than a pharma. Steady eddy.
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CVS Health Corp (CVS-N)
September 9, 2020
The rally has ignored the low growth, high-yield, blue chip stocks like CVS. Tading at less than 10x earnings, with a dividend of about 3.5%. A lot to be said for owning this kind of a stock. Could be a nest egg. Drugstores won't disappear, even with online shopping. Better buy than a pharma. Steady eddy.
DON'T BUY
DON'T BUY
September 8, 2020

WBA He has owned CVS instead in the past. This and WBA have been hit hard in recent years from a lingering concern over pressure on drug prices in the U.S. So, both have expanded into drug distribution, not just drug retail. The multiple that the market will pay for either has compressed. So, he prefers other stocks in this space, like Loblaws (which owns Shoppers Drug Mart) Drug. Traditionally, drug retailing is a stable business, but in the U.S. the pricing issue remains an overhang.

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CVS Health Corp (CVS-N)
September 8, 2020

WBA He has owned CVS instead in the past. This and WBA have been hit hard in recent years from a lingering concern over pressure on drug prices in the U.S. So, both have expanded into drug distribution, not just drug retail. The multiple that the market will pay for either has compressed. So, he prefers other stocks in this space, like Loblaws (which owns Shoppers Drug Mart) Drug. Traditionally, drug retailing is a stable business, but in the U.S. the pricing issue remains an overhang.

PAST TOP PICK
PAST TOP PICK
August 21, 2020
(A Top Pick Sep 17/19, Up 4%) CVS is still a good pick and he would purchase it today. Their business is very strong. Profits remain strong.
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CVS Health Corp (CVS-N)
August 21, 2020
(A Top Pick Sep 17/19, Up 4%) CVS is still a good pick and he would purchase it today. Their business is very strong. Profits remain strong.
TOP PICK
TOP PICK
August 21, 2020
A very unique business model. There is some uncertainty over healthcare reform but the value is there. A defensive name which is important in this environment. (Analysts’ price target is $81.13)
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CVS Health Corp (CVS-N)
August 21, 2020
A very unique business model. There is some uncertainty over healthcare reform but the value is there. A defensive name which is important in this environment. (Analysts’ price target is $81.13)
BUY
BUY
July 23, 2020

Opportunities to lower cost structure of US healthcare are welcome. US healthcare is more expensive than elsewhere in the world. You're better to invest in a new concept that is under cover of an existing business, such as CVS. A pure play like TDOC is benefitting from Covid, and the stock price might wane when it's not such front page news.

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Opportunities to lower cost structure of US healthcare are welcome. US healthcare is more expensive than elsewhere in the world. You're better to invest in a new concept that is under cover of an existing business, such as CVS. A pure play like TDOC is benefitting from Covid, and the stock price might wane when it's not such front page news.

TOP PICK
TOP PICK
June 29, 2020
He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)
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He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)
COMMENT
COMMENT
June 17, 2020

He has chosen to exit their holding about a year ago, based on their UK alliance (due to Brexit). He participates in the space with CVS instead, who bought a pharmacy benefits company. CVS has more than 10,000 locations in the US. The company has become vertically integrated, which gives them a long runway. Their "Health Hub" offers medical practitioners to people who would not otherwise have access to one.

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He has chosen to exit their holding about a year ago, based on their UK alliance (due to Brexit). He participates in the space with CVS instead, who bought a pharmacy benefits company. CVS has more than 10,000 locations in the US. The company has become vertically integrated, which gives them a long runway. Their "Health Hub" offers medical practitioners to people who would not otherwise have access to one.

PAST TOP PICK
PAST TOP PICK
May 12, 2020

(A Top Pick Apr 22/19, Up 25%) Undervalued at 9x PE, still likes it. This is the future of US healthcare where costs are 50% more than other western countries. A way to reduce this cost is through CVS, such as using their health hub technology instead of walking into emergency. CVS has been smart developing this business. CVS also gets a cheaper line of drugs and they recently bought Aetna. Altogether, CVS is vertically integrated. A great company.

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(A Top Pick Apr 22/19, Up 25%) Undervalued at 9x PE, still likes it. This is the future of US healthcare where costs are 50% more than other western countries. A way to reduce this cost is through CVS, such as using their health hub technology instead of walking into emergency. CVS has been smart developing this business. CVS also gets a cheaper line of drugs and they recently bought Aetna. Altogether, CVS is vertically integrated. A great company.

PAST TOP PICK
PAST TOP PICK
April 23, 2020
(A Top Pick May 03/19, Up 12%) It held in there nicely. It set back to its book value after a good run. He would still buy it.
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CVS Health Corp (CVS-N)
April 23, 2020
(A Top Pick May 03/19, Up 12%) It held in there nicely. It set back to its book value after a good run. He would still buy it.
DON'T BUY
DON'T BUY
April 7, 2020

Healthcare is one of the best three sectors over the last 50 years. Eli Lily is a better choice. He's not in drugstores, because they are cyclical, such as 2008-9 when they got hit in a slow economy. Drugstores make their money buying impulse items in addition to their drugs, and people don't buy in tough times. He suggest Costco which fulfills prescriptions, but sells groceries. And Amazon is getting into this space.

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Healthcare is one of the best three sectors over the last 50 years. Eli Lily is a better choice. He's not in drugstores, because they are cyclical, such as 2008-9 when they got hit in a slow economy. Drugstores make their money buying impulse items in addition to their drugs, and people don't buy in tough times. He suggest Costco which fulfills prescriptions, but sells groceries. And Amazon is getting into this space.

HOLD
HOLD
March 13, 2020
This has been hurt badly due to the virus. They had a good last quarter. She would continue to hold it. The risk of regulatory concern is lower too now that Biden looks like the likely Democrat candidate.
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CVS Health Corp (CVS-N)
March 13, 2020
This has been hurt badly due to the virus. They had a good last quarter. She would continue to hold it. The risk of regulatory concern is lower too now that Biden looks like the likely Democrat candidate.
PARTIAL BUY
PARTIAL BUY
March 11, 2020

There are two positives there for them. They are a drug distributor and they are now into healthcare insurance. With Sanders looking less likely to be the Democrat candidate, they should see some benefit. He is concerned there is a lot of competition out there for this space, like Costco, Walmart and others. Near term he could see a bottom coming in the share price and will be looking to pick away at it.

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CVS Health Corp (CVS-N)
March 11, 2020

There are two positives there for them. They are a drug distributor and they are now into healthcare insurance. With Sanders looking less likely to be the Democrat candidate, they should see some benefit. He is concerned there is a lot of competition out there for this space, like Costco, Walmart and others. Near term he could see a bottom coming in the share price and will be looking to pick away at it.

WAIT
WAIT
February 28, 2020
He had owned this a couple of years ago. He has favoured other health plays, but is watching this again. With Bernie Sanders rising in the Democratic leadership race, the threat to the pharma community is rising again. There is headline risk in this space. A share price drop of $5 might bring him in on this stock, but waiting is probably best.
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CVS Health Corp (CVS-N)
February 28, 2020
He had owned this a couple of years ago. He has favoured other health plays, but is watching this again. With Bernie Sanders rising in the Democratic leadership race, the threat to the pharma community is rising again. There is headline risk in this space. A share price drop of $5 might bring him in on this stock, but waiting is probably best.
Showing 1 to 15 of 279 entries

CVS Health Corp(CVS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 17

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 7

Total Signals / Votes : 27

Stockchase rating for CVS Health Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

CVS Health Corp(CVS-N) Frequently Asked Questions

What is CVS Health Corp stock symbol?

CVS Health Corp is a American stock, trading under the symbol CVS-N on the New York Stock Exchange (CVS). It is usually referred to as NYSE:CVS or CVS-N

Is CVS Health Corp a buy or a sell?

In the last year, 27 stock analysts published opinions about CVS-N. 17 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for CVS Health Corp.

Is CVS Health Corp a good investment or a top pick?

CVS Health Corp was recommended as a Top Pick by Christine Poole on 2020-09-15. Read the latest stock experts ratings for CVS Health Corp.

Why is CVS Health Corp stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is CVS Health Corp worth watching?

27 stock analysts on Stockchase covered CVS Health Corp In the last year. It is a trending stock that is worth watching.

What is CVS Health Corp stock price?

On 2020-09-22, CVS Health Corp (CVS-N) stock closed at a price of $58.14.