CVS Health Corp
CVS-N
82 watching
Join the Discussion
Comment Now
About CVS Health Corp (CVS-N)
CVS Health is an American retail pharmacy and health care company headquartered in Woonsocket, Rhode Island.
More at Wikipedia
1
0
0
0
0
Your ReactionSignal
Opinion
Expert
DON'T BUY
DON'T BUY
July 2, 2019
He sold it. They're a vertically integrated company, but then they bought insurers, Aetna, to go from a drug store to healthcare. The latter is difficult to pull off. Also, there's the Amazon threat to enter healthcare. He needs to see they they are integrating Aetna well with a lot of capex going into their stores.
specialty stores
DON'T BUY
DON'T BUY
June 24, 2019
He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.
He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.
specialty stores
TOP PICK
TOP PICK
June 21, 2019
The Aetna purchase hasn't officially closed; there's another round of court hearings in July then the judge decides. He expects it to pass. The companies have already integrated. He loves this integration. Low valuation that pays a nice yield just below 4%. (Analysts’ price target is $69.97)
The Aetna purchase hasn't officially closed; there's another round of court hearings in July then the judge decides. He expects it to pass. The companies have already integrated. He loves this integration. Low valuation that pays a nice yield just below 4%. (Analysts’ price target is $69.97)
specialty stores
BUY WEAKNESS
BUY WEAKNESS
June 18, 2019
Why own a big pharma chain? They're battling e-commerce and there are many many locations in the US. He has sees no value in this space. Avoid it.
Why own a big pharma chain? They're battling e-commerce and there are many many locations in the US. He has sees no value in this space. Avoid it.
specialty stores
BUY
BUY
June 11, 2019
She does hold it in its growth portfolios. The company is going through a lot of change and is facing greater scrutiny on its operations. It only trades at 8 times forward earnings. She thinks they have the assets to offer affordable health care. They are trying to increase transparency. If you have a long term time horizon you could but it here. They offer mail delivery to compete with Amazon.
She does hold it in its growth portfolios. The company is going through a lot of change and is facing greater scrutiny on its operations. It only trades at 8 times forward earnings. She thinks they have the assets to offer affordable health care. They are trying to increase transparency. If you have a long term time horizon you could but it here. They offer mail delivery to compete with Amazon.
specialty stores
TOP PICK
TOP PICK
June 6, 2019
Trades at book value, cheap now. They bought Aetna to get into healthcare. They have good plans reorganizing to get into this space seriously. Good upside. (Analysts’ price target is $70.48)
Trades at book value, cheap now. They bought Aetna to get into healthcare. They have good plans reorganizing to get into this space seriously. Good upside. (Analysts’ price target is $70.48)
specialty stores
WEAK BUY
WEAK BUY
June 5, 2019
It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.
It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.
specialty stores
HOLD
HOLD
May 29, 2019
He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.
He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.
specialty stores
PAST TOP PICK
PAST TOP PICK
May 21, 2019
(A Top Pick Jun 07/18, Down 15%) Sold it. A drugstore business and also bought an insurance business. Trying to vertically integrate into healthcare. Felt there was a lot of competition coming on the drugstore business, the BPM business was getting a lot of competition with JP Morgan, and Amazon trying to set up an healthcare business for themselves. Historically healthcare has been a very difficult thing going into an election. You probably want to stay out of it for a little while until the dust settles after the U.S. election.
(A Top Pick Jun 07/18, Down 15%) Sold it. A drugstore business and also bought an insurance business. Trying to vertically integrate into healthcare. Felt there was a lot of competition coming on the drugstore business, the BPM business was getting a lot of competition with JP Morgan, and Amazon trying to set up an healthcare business for themselves. Historically healthcare has been a very difficult thing going into an election. You probably want to stay out of it for a little while until the dust settles after the U.S. election.
specialty stores
COMMENT
COMMENT
May 9, 2019
Buy a call at $54 in January 17, 2020 or Jan. 15, 2021 at $55? Is the latter better for the extra year? And add a put to offset the cost? They've had a good run, though it has staggered a bit recently. To buy a two years out is more like a warrant. You'll pay more for the one in 2021. This depends on your timeline--how long do you think CVS will return to its previous level. Either call is fine. Selling a put: If you sold at $55, you'd collect some premium and that would help pay for it. But if you do, all you're doing is creating a synthetic long position, and the same as owning CVS stock.
Buy a call at $54 in January 17, 2020 or Jan. 15, 2021 at $55? Is the latter better for the extra year? And add a put to offset the cost? They've had a good run, though it has staggered a bit recently. To buy a two years out is more like a warrant. You'll pay more for the one in 2021. This depends on your timeline--how long do you think CVS will return to its previous level. Either call is fine. Selling a put: If you sold at $55, you'd collect some premium and that would help pay for it. But if you do, all you're doing is creating a synthetic long position, and the same as owning CVS stock.
specialty stores
TOP PICK
TOP PICK
May 3, 2019
The stock is very cheap, trading down to book value -- historically a great buy. It bought Aetna and a lot of goodwill. He applies a test on the return on equity and if it is above 10%, then the goodwill is of good value. CVS-N has a ROE of 14%. Yield 3.52%. (Analysts’ price target is $71.69)
The stock is very cheap, trading down to book value -- historically a great buy. It bought Aetna and a lot of goodwill. He applies a test on the return on equity and if it is above 10%, then the goodwill is of good value. CVS-N has a ROE of 14%. Yield 3.52%. (Analysts’ price target is $71.69)
specialty stores
DON'T BUY
DON'T BUY
April 25, 2019
Out of it now. Biggest issue in US healthcare is the political noise that hasn't died down. Issue about private insurance in the States. Aetna purchase brought on a lot of debt. Expect more volatility going forward. Retail franchise is stable, produces nice margins. If healthcare laws change, these companies are going to undergo fundamental change, and that's a big risk.
Out of it now. Biggest issue in US healthcare is the political noise that hasn't died down. Issue about private insurance in the States. Aetna purchase brought on a lot of debt. Expect more volatility going forward. Retail franchise is stable, produces nice margins. If healthcare laws change, these companies are going to undergo fundamental change, and that's a big risk.
specialty stores
TOP PICK
TOP PICK
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)
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
DON'T BUY
DON'T BUY
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)
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
DON'T BUY
DON'T BUY
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.
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
Comments
10000
© Stockchase Inc.
4
Stock saved to your watch list successfully.View Watch List
He sold it. They're a vertically integrated company, but then they bought insurers, Aetna, to go from a drug store to healthcare. The latter is difficult to pull off. Also, there's the Amazon threat to enter healthcare. He needs to see they they are integrating Aetna well with a lot of capex going into their stores.