CVS Health Corp (CVS-N) Stock Predictions - Stockchase
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CVS Health Corp (CVS-N)

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retail drug store chain

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CVS Health Corp

CVS-N

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CVS Health Corp (CVS-N) SAVE Feb, 19, 2019, 4:46 pm

69.88 0.35 (0.5%)

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

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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.
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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.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$67.970
Owned 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.
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He sees about a 21% upside and could see it test $85. He would be a weak buy here.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$64.850
Owned 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.
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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.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$66.030
Owned 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.
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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.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$66.030
Owned 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.
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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.
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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$65.550
Owned 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)
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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)
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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$65.550
Owned 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.
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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.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$64.920
Owned 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.
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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.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$68.530
Owned 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)
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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)
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$68.610
Owned 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.
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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.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$68.590
Owned 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.
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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.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$76.570
Owned 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.
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(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.
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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$80.270
Owned 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.
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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.
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Matt Kacur

President, FSA Financial Scienc...

Price Price
$77.840
Owned 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)
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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)
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$0.000
Owned 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.
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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.
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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$75.520
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

November 13, 2018

Tremendous opportunity here. Investors feared that Amazon would crush this sector, but this won't happen. They will merge with insurer Aetna soon which will me them more vertical altogether. CVS has 10,000 locations in the U.S., and 70% of Americans live near one. Most medical issues are minor and chronic, but health costs in the U.S. are expensive. So, going to a CVS instead is a lot cheaper. CVS is inexpensive with a lot of room to run.
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Tremendous opportunity here. Investors feared that Amazon would crush this sector, but this won't happen. They will merge with insurer Aetna soon which will me them more vertical altogether. CVS has 10,000 locations in the U.S., and 70% of Americans live near one. Most medical issues are minor and chronic, but health costs in the U.S. are expensive. So, going to a CVS instead is a lot cheaper. CVS is inexpensive with a lot of room to run.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$80.800
Owned Owned
Yes

WEAK BUY
CVS Health Corp(CVS-N) 

October 29, 2018

He is bullish on healthcare.  It began underperforming in 2015.  It broke out recently.  It is the largest industry weight in almost all of his portfolios.  His biggest concern is that they have a direct exposure to pharma prices.  He prefers United Health.  XLV-Q plays it broadly but he does not recommend ETFs.  You can see what happened to it in 2015.

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He is bullish on healthcare.  It began underperforming in 2015.  It broke out recently.  It is the largest industry weight in almost all of his portfolios.  His biggest concern is that they have a direct exposure to pharma prices.  He prefers United Health.  XLV-Q plays it broadly but he does not recommend ETFs.  You can see what happened to it in 2015.

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David Fingold

VP and Por, Dynamic Funds...

Price Price
$70.540
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

October 23, 2018

He likes the space. He likes the company. He thinks you can buy CVS through Aetna Inc. (AET-N) at a 3-4% discount as both are going to merge soon and it has been approved. 

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He likes the space. He likes the company. He thinks you can buy CVS through Aetna Inc. (AET-N) at a 3-4% discount as both are going to merge soon and it has been approved. 

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Andrew Pink

Portfolio , LDIC...

Price Price
$72.450
Owned Owned
No

COMMENT
CVS Health Corp(CVS-N) 

October 22, 2018

They'll merge with Aetna, a managed-care company. The U.S. has to manage its large healthcare costs. CVS has responded by opening mini-clinics for minor ailments, like a sore throat as opposed to seeing a doctor. This is interesting. Two concerns: 1) What will Washington do with rebates around the pharmacy benefit management business; is that a threat?  2) Amazon getting into the pharmacy business.

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They'll merge with Aetna, a managed-care company. The U.S. has to manage its large healthcare costs. CVS has responded by opening mini-clinics for minor ailments, like a sore throat as opposed to seeing a doctor. This is interesting. Two concerns: 1) What will Washington do with rebates around the pharmacy benefit management business; is that a threat?  2) Amazon getting into the pharmacy business.

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Ashley Misquitt

Senior Po, Empire Life ...

Price Price
$72.840
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

October 19, 2018

He still really likes this.  He thinks it could be a $100 stock.  It is also very defensive.  Good valuation and good dividend.

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He still really likes this.  He thinks it could be a $100 stock.  It is also very defensive.  Good valuation and good dividend.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$74.180
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

October 11, 2018

Trades at 9x earnings. The Aetna deal with likely be approved soon, being a vertical integration in the healthcare sector. The only question is can they integrate successfully? (2.7%Analysts' price target$88.14)

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Trades at 9x earnings. The Aetna deal with likely be approved soon, being a vertical integration in the healthcare sector. The only question is can they integrate successfully? (2.7%Analysts' price target$88.14)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$73.190
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

September 19, 2018

The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector.

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The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector.

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David Burrows

President , Barometer Capital Ma...

Price Price
$78.960
Owned Owned
Unknown

PAST TOP PICK
CVS Health Corp(CVS-N) 

September 19, 2018

(A Top Pick June 27/17 Up 2%) He no longer owns this as it did not perform as they had expected. It has become a pharmacy that merged with Aetna – now he does not know what the company strategy is going forward.

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(A Top Pick June 27/17 Up 2%) He no longer owns this as it did not perform as they had expected. It has become a pharmacy that merged with Aetna – now he does not know what the company strategy is going forward.

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$78.960
Owned Owned
No

PAST TOP PICK
CVS Health Corp(CVS-N) 

August 30, 2018

(A Top Pick June 22/17 -  Down 3%.)  Still believe in it. They bought Aetna and that brought some issues with debt and integration. He thinks that they will start to execute well.

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(A Top Pick June 22/17 -  Down 3%.)  Still believe in it. They bought Aetna and that brought some issues with debt and integration. He thinks that they will start to execute well.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$74.530
Owned Owned
Yes

HOLD
CVS Health Corp(CVS-N) 

August 23, 2018

The Amazon.com (AMZN-Q) scare affected the price of the stock. Trades at reasonable multiples. (Analysts’ price target is $85.95)

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The Amazon.com (AMZN-Q) scare affected the price of the stock. Trades at reasonable multiples. (Analysts’ price target is $85.95)

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Don Lato

President, Padlock Investment M...

Price Price
$73.640
Owned Owned
No

TOP PICK
CVS Health Corp(CVS-N) 

August 21, 2018

Eighteen percent of GDP goes to health in the United States, compared to 11% in Canada. CVS is trying to be a health solution to the US population and is well positioned to do it. Their purchase of Aetna gives them a large and strong insurance component. Caremark is a pharmacy benefits manager that gives them buying power with the drug companies and enables them to price their insurance favorably. They have 10,000 storefronts, a store within 3 miles of 70% of the population. CVS has been beaten down out of a fear that Amazon would take the business, but it is a large company of seasoned professionals in a highly regulated industry. They are not going to roll over for Amazon. Yield 2.7%. (Analysts’ price target is $85.95)

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Eighteen percent of GDP goes to health in the United States, compared to 11% in Canada. CVS is trying to be a health solution to the US population and is well positioned to do it. Their purchase of Aetna gives them a large and strong insurance component. Caremark is a pharmacy benefits manager that gives them buying power with the drug companies and enables them to price their insurance favorably. They have 10,000 storefronts, a store within 3 miles of 70% of the population. CVS has been beaten down out of a fear that Amazon would take the business, but it is a large company of seasoned professionals in a highly regulated industry. They are not going to roll over for Amazon. Yield 2.7%. (Analysts’ price target is $85.95)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$73.690
Owned Owned
Yes

BUY
CVS Health Corp(CVS-N) 

August 17, 2018

Really likes. He’s doubled down. There is headline risk with the Aetna deal still ongoing, the Amazon effect, and US rhetoric about decreasing drug costs. Underlying earnings trend is strong. At a great level now. Over next year or two should tick back up.

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Really likes. He’s doubled down. There is headline risk with the Aetna deal still ongoing, the Amazon effect, and US rhetoric about decreasing drug costs. Underlying earnings trend is strong. At a great level now. Over next year or two should tick back up.

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$73.680
Owned Owned
Yes

WAIT
CVS Health Corp(CVS-N) 

August 8, 2018

She has owned this for a number of years.  They operate a large pharmacy stores.  They are buying a health insurance company.  Amazon may be a threat but CVS have their own direct delivery service.  They reported today and had a good quarter.  This industry is evolving and have to monitor it closely.  They are well positioned to compete.

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She has owned this for a number of years.  They operate a large pharmacy stores.  They are buying a health insurance company.  Amazon may be a threat but CVS have their own direct delivery service.  They reported today and had a good quarter.  This industry is evolving and have to monitor it closely.  They are well positioned to compete.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$68.170
Owned Owned
Yes

SELL
CVS Health Corp(CVS-N) 

August 7, 2018

He is negative on the space of drug distributors and pharmacy benefits managers. He thinks that policy pressures and pricing pressures make the PBM side of CVS a bad investment. The unrelenting pressure is driving more business to United Health, which is very efficient. Going top down: He doesn’t like consumer staples at this time and within that he doesn’t like distributors, and within that is all the difficulty in distribution of pharma. He thinks they’ve make good strides improving the retail, but the back end will be very tough for a long time. He would recommend cutting losses for someone who owns this and investing in medical devices or in a more general healthcare ETF. (Analysts’ price target is $85.47)

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He is negative on the space of drug distributors and pharmacy benefits managers. He thinks that policy pressures and pricing pressures make the PBM side of CVS a bad investment. The unrelenting pressure is driving more business to United Health, which is very efficient. Going top down: He doesn’t like consumer staples at this time and within that he doesn’t like distributors, and within that is all the difficulty in distribution of pharma. He thinks they’ve make good strides improving the retail, but the back end will be very tough for a long time. He would recommend cutting losses for someone who owns this and investing in medical devices or in a more general healthcare ETF. (Analysts’ price target is $85.47)

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$65.450
Owned Owned
No

BUY on WEAKNESS
CVS Health Corp(CVS-N) 

August 1, 2018

They are one of the largest pharma distributor in the US.  Their recent acquisition is a plan to position the company in health management – helping companies send orders to pharmacies.  The company is one they are looking into.  The stock is trading at a reasonable valuation and it generates good cash flow.  The debt load is not onerous.  They are here to stay.  (Analysts’ price target is $86)  

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They are one of the largest pharma distributor in the US.  Their recent acquisition is a plan to position the company in health management – helping companies send orders to pharmacies.  The company is one they are looking into.  The stock is trading at a reasonable valuation and it generates good cash flow.  The debt load is not onerous.  They are here to stay.  (Analysts’ price target is $86)  

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$64.090
Owned Owned
No

STRONG BUY
CVS Health Corp(CVS-N) 

July 27, 2018

He has been recommending this for a while, buying a company at less than 9 times earnings.  A really good business at a discounted price right now.  The headwinds of the headline risk against pharma has played out.  A strong buy for the next 5 years investment horizon.  

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He has been recommending this for a while, buying a company at less than 9 times earnings.  A really good business at a discounted price right now.  The headwinds of the headline risk against pharma has played out.  A strong buy for the next 5 years investment horizon.  

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$66.670
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

July 20, 2018

(A Top Pick May 1/17 - Down 19%) Still like it. A health company that went through a vertical integration buying Aetna. Not expensive on a cash flow basis. Amazon.com Inc. (AMZN-O) purchase of Pill Pack affected the stock. 

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(A Top Pick May 1/17 - Down 19%) Still like it. A health company that went through a vertical integration buying Aetna. Not expensive on a cash flow basis. Amazon.com Inc. (AMZN-O) purchase of Pill Pack affected the stock. 

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$66.140
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

July 5, 2018

Shorter term the fact that Amazon said it is entering the space affects sentiment. He still doesn’t like the retail noise. He prefers United Health Group (UNH-N). (Analysts’ price target is $85.40)

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Shorter term the fact that Amazon said it is entering the space affects sentiment. He still doesn’t like the retail noise. He prefers United Health Group (UNH-N). (Analysts’ price target is $85.40)

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$65.090
Owned Owned
No

WATCH
CVS Health Corp(CVS-N) 

June 29, 2018

Amazon is trying to work their way into the health industry and this is directly impacting this company.  We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds.  Overall, a good business, but he would wait to see what happens.  

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Amazon is trying to work their way into the health industry and this is directly impacting this company.  We don’t know how it will impact CVS in the long term, but the short term fear is creating headwinds.  Overall, a good business, but he would wait to see what happens.  

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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$64.350
Owned Owned
No

BUY on WEAKNESS
CVS Health Corp(CVS-N) 

June 26, 2018

Model price is $83.03. The stock is at $70.50 today. CVS bottomed out. He expects the high to be about $87. However, any time Amazon can announce again that it is going into the pharma business, CVS will drop. Its downside risk is about $63.60 and he would buy at that price. (Analysts’ price target is $50.41)

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Model price is $83.03. The stock is at $70.50 today. CVS bottomed out. He expects the high to be about $87. However, any time Amazon can announce again that it is going into the pharma business, CVS will drop. Its downside risk is about $63.60 and he would buy at that price. (Analysts’ price target is $50.41)

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$69.810
Owned Owned
Yes

BUY
CVS Health Corp(CVS-N) 

June 25, 2018

He bought some this year.  The first time in a while.  It is cheap.  They are trying to diversify across verticals.  Their acquisition needs approval so the stock is stuck.

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He bought some this year.  The first time in a while.  It is cheap.  They are trying to diversify across verticals.  Their acquisition needs approval so the stock is stuck.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$71.430
Owned Owned
Yes

BUY
CVS Health Corp(CVS-N) 

June 25, 2018

He bought some this year.  The first time in a while.  It is cheap.  They are trying to diversify across verticals.  Their acquisition needs approval so the stock is stuck.

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He bought some this year.  The first time in a while.  It is cheap.  They are trying to diversify across verticals.  Their acquisition needs approval so the stock is stuck.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$71.430
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

June 7, 2018

(A Top Pick Jun. 21'17, Down 14%)  It is an interesting space.  They are seeing a changing dynamic in healthcare.  They are acquiring another company.  Their vision is to control the patient experience.  They want to provide more health care than just filling a prescription.  Most healthcare service is the monitoring of chronic conditions.  They should bring healthcare costs down.  This is an area where the market has not rewarded them.

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(A Top Pick Jun. 21'17, Down 14%)  It is an interesting space.  They are seeing a changing dynamic in healthcare.  They are acquiring another company.  Their vision is to control the patient experience.  They want to provide more health care than just filling a prescription.  Most healthcare service is the monitoring of chronic conditions.  They should bring healthcare costs down.  This is an area where the market has not rewarded them.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$65.020
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

June 7, 2018

(Past Top Pick on April 13, 2017, Down 14%) Still likes it. It's more than the Shoppers Drug Mart of the US--it's a healthcare company. Trading at 9x earnings, good free cash flow. Their Aetna deal with work out.

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(Past Top Pick on April 13, 2017, Down 14%) Still likes it. It's more than the Shoppers Drug Mart of the US--it's a healthcare company. Trading at 9x earnings, good free cash flow. Their Aetna deal with work out.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$65.020
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

June 7, 2018

Trading at 9x earnings and paying a 3.1% dividend. The success of their large Aetna purchase (which still needs approval) will depend on how well CVS integrates it, which is risky. CVS is about integration: long-term care, pharmacy and home fusion. This integration can propel higher margins. (Analysts' price target: $86.81)

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Trading at 9x earnings and paying a 3.1% dividend. The success of their large Aetna purchase (which still needs approval) will depend on how well CVS integrates it, which is risky. CVS is about integration: long-term care, pharmacy and home fusion. This integration can propel higher margins. (Analysts' price target: $86.81)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$65.020
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

June 5, 2018

A healthcare stock that pays a decent dividend is a popular hiding place, but this trade got really crowded. CVS got into a down channel. Wait until everybody has sold till you start buying. He's worried that investors are still buying and
analysts are still recommending this--they've been wrong.

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A healthcare stock that pays a decent dividend is a popular hiding place, but this trade got really crowded. CVS got into a down channel. Wait until everybody has sold till you start buying. He's worried that investors are still buying and
analysts are still recommending this--they've been wrong.

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William Chin

Portfolio , Caldwell Investment ...

Price Price
$63.330
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

June 1, 2018

The stock has been sluggish as it awaits regulatory approval for the Aetna merger. But the company enjoys consistent earnings and strong cash flow. You pay less than 10x earnings. He likes it for its underlying, high-margin retail operation which anchors the overall company in the face of regulatory threats. There's room to grow.  (Analysts' price target: $86.81)

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The stock has been sluggish as it awaits regulatory approval for the Aetna merger. But the company enjoys consistent earnings and strong cash flow. You pay less than 10x earnings. He likes it for its underlying, high-margin retail operation which anchors the overall company in the face of regulatory threats. There's room to grow.  (Analysts' price target: $86.81)

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$64.070
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

June 1, 2018

(January 12, 2018, Down 18%) Still loves the name and double-down on it this spring. 

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(January 12, 2018, Down 18%) Still loves the name and double-down on it this spring. 

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$64.070
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

May 24, 2018

Looks cheap trading at 9 times earnings with 10% growth rate. With the pending purchase of Aetna Inc (AET-N) investors are a little concern that they paid too much. The pharmacy benefit management (PBM) space hasn’t done really well lately.

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Looks cheap trading at 9 times earnings with 10% growth rate. With the pending purchase of Aetna Inc (AET-N) investors are a little concern that they paid too much. The pharmacy benefit management (PBM) space hasn’t done really well lately.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$66.030
Owned Owned
No

TOP PICK
CVS Health Corp(CVS-N) 

May 11, 2018

Have been caught up in the negativity about drugs pricing in the US. Because of this you are paying less than 9 times earnings. Good margins. Very consistent cash flow streams. Yield 3.1% (Analysts’ price target is $86.9)

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Have been caught up in the negativity about drugs pricing in the US. Because of this you are paying less than 9 times earnings. Good margins. Very consistent cash flow streams. Yield 3.1% (Analysts’ price target is $86.9)

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$64.410
Owned Owned
Yes

DON'T BUY

They are trying to make inventory more accessible by technology.  The pharmacy side of the business is still facing headwinds.  The mixed story in a tough sector is making this not very attractive.  

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They are trying to make inventory more accessible by technology.  The pharmacy side of the business is still facing headwinds.  The mixed story in a tough sector is making this not very attractive.  

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$61.210
Owned Owned
No

BUY

The stock sold off a fair bit with their Aetna acquisition.  They are going to be a winner here and it is worth looking at.

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The stock sold off a fair bit with their Aetna acquisition.  They are going to be a winner here and it is worth looking at.

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Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$61.750
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

April 27, 2018

He likes the health care sector and improving demographics.  This is one of the leading drug store chains in the US and has the scale to keep costs down.  It has reached an agreement to buy AETNA to help vertically integrate them into insurance.  It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%.   Yield 2.9%.  (Analysts’ price target is $88.10 )

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He likes the health care sector and improving demographics.  This is one of the leading drug store chains in the US and has the scale to keep costs down.  It has reached an agreement to buy AETNA to help vertically integrate them into insurance.  It trades at a great valuation of 10 times earnings and has a payout ratio of only 30%.   Yield 2.9%.  (Analysts’ price target is $88.10 )

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$69.950
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

April 17, 2018

An interesting company. A retail pharmacy but now also a pharmacy benefit manager and in the process of acquiring a health insurer. So, they're trying to go along the whole chain. What could happen is that the insurance side directs people to CVS' mini-clinics to perform simpler medical work that a doctor would do, such as giving injections. This could drive down U.S. medical costs (and the U.S. has issues to face here), but also drive traffic to CVS stores. As for Amazon entering this space, we'll see what the impact is.

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An interesting company. A retail pharmacy but now also a pharmacy benefit manager and in the process of acquiring a health insurer. So, they're trying to go along the whole chain. What could happen is that the insurance side directs people to CVS' mini-clinics to perform simpler medical work that a doctor would do, such as giving injections. This could drive down U.S. medical costs (and the U.S. has issues to face here), but also drive traffic to CVS stores. As for Amazon entering this space, we'll see what the impact is.

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Ashley Misquitt

Senior Po, Empire Life ...

Price Price
$67.110
Owned Owned
Unknown

WEAK BUY
CVS Health Corp(CVS-N) 

April 5, 2018

It scores in the top percent as a cheap stock but in the bottom in term of price momentum.  It is a value stock at this point.

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It scores in the top percent as a cheap stock but in the bottom in term of price momentum.  It is a value stock at this point.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$64.660
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

March 28, 2018

It is only 10 times earnings and great value here.  Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements.  Once their recent acquisition is completed, they will be able to deleverage themselves.  Yield 3.2%.  (Analysts’ price target is $88.85 )

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It is only 10 times earnings and great value here.  Concerns of Amazon entering into drug distribution appear to be fading due to the strict regulatory requirements.  Once their recent acquisition is completed, they will be able to deleverage themselves.  Yield 3.2%.  (Analysts’ price target is $88.85 )

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$62.710
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

March 28, 2018

(A Top Pick January 20/17 Down 22%). A recent acquisition of a health insurer still needs to be approved by regulators.  It trades about 10 times earnings.   He expects them to be able purchase shares back and sees it trading at excellent value here.  A well-run company. 

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(A Top Pick January 20/17 Down 22%). A recent acquisition of a health insurer still needs to be approved by regulators.  It trades about 10 times earnings.   He expects them to be able purchase shares back and sees it trading at excellent value here.  A well-run company. 

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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$62.710
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

March 19, 2018

He's been hard on this name. He's steered away from consumer staples, a bad neighbourhood. Its retail end has done OK due to consistent demand, but its pharmacy side has struggled. Generic drug pricing pressure is merely one factor. Its dividend isn't enough to make him buy. He could see a pullback when rates rise; inflation hurts bond proxies like this.

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He's been hard on this name. He's steered away from consumer staples, a bad neighbourhood. Its retail end has done OK due to consistent demand, but its pharmacy side has struggled. Generic drug pricing pressure is merely one factor. Its dividend isn't enough to make him buy. He could see a pullback when rates rise; inflation hurts bond proxies like this.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$63.630
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

March 14, 2018

This will reward patient investors. A highly-disrupted business, having just bought insurer Aetna for vertical integration. They are redefining themselves by locating a store within 3 miles of 80% of the US population, a population that now must take care of chronic ailments, like diabetes. So, this proximity to customers is efficient and profitable. Trading at 11x earnings with good cash flow despite current debt levels. Also likes competitor Walgreens.

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This will reward patient investors. A highly-disrupted business, having just bought insurer Aetna for vertical integration. They are redefining themselves by locating a store within 3 miles of 80% of the US population, a population that now must take care of chronic ailments, like diabetes. So, this proximity to customers is efficient and profitable. Trading at 11x earnings with good cash flow despite current debt levels. Also likes competitor Walgreens.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$67.050
Owned Owned
Yes

BUY on WEAKNESS
CVS Health Corp(CVS-N) 

March 14, 2018

He thinks as a value investor you have to be careful.  However, he thinks $59.82 would be a great buy price.  He would wait until a pullback and sees $88 as a target.

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He thinks as a value investor you have to be careful.  However, he thinks $59.82 would be a great buy price.  He would wait until a pullback and sees $88 as a target.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$67.050
Owned Owned
Yes

BUY
CVS Health Corp(CVS-N) 

March 13, 2018

(At the time of this comment, Aetna holders have just approved the deal with CVS.) This is a very large company. It’s underperforming most other large companies. It hit a solid bottom of about $66 and so it’s at a good buy point, $68, at the low end of its range. Volume is not terrific. You definitely want to get out if it falls below $66. If you buy this now, the first expectations would be a $4 gain, with potential rise of another $5 to $6. (Analysts’ price target is 80.21$)

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(At the time of this comment, Aetna holders have just approved the deal with CVS.) This is a very large company. It’s underperforming most other large companies. It hit a solid bottom of about $66 and so it’s at a good buy point, $68, at the low end of its range. Volume is not terrific. You definitely want to get out if it falls below $66. If you buy this now, the first expectations would be a $4 gain, with potential rise of another $5 to $6. (Analysts’ price target is 80.21$)

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$68.250
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

February 15, 2018

CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side. (Analysts’ price target is $89)

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CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side. (Analysts’ price target is $89)

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$70.490
Owned Owned
Unknown

PAST TOP PICK
CVS Health Corp(CVS-N) 

February 13, 2018

(A Top Pick Feb. 16/17, Down 12%) Sold his shares last summer. Too much regulatory uncertainty and risk. more than he bargained for. Likes home healthcare, but the regulatory risk turns him off. Amazon going into the space scares the hell out of everyone, doesn't it?

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(A Top Pick Feb. 16/17, Down 12%) Sold his shares last summer. Too much regulatory uncertainty and risk. more than he bargained for. Likes home healthcare, but the regulatory risk turns him off. Amazon going into the space scares the hell out of everyone, doesn't it?

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David Baskin

President, Baskin Wealth Manage...

Price Price
$70.110
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

February 2, 2018

A lot of pressure from Amazon getting into CVS' space, but confident CVS will emerge well. CVS will fight back. But don't get too speculative on events (Amazon) that could happen. ROIC consistent. Good valuation. He has faith in CVS.

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A lot of pressure from Amazon getting into CVS' space, but confident CVS will emerge well. CVS will fight back. But don't get too speculative on events (Amazon) that could happen. ROIC consistent. Good valuation. He has faith in CVS.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$76.450
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

February 1, 2018

It is not like Shoppers Drug Mart like some people believe it is. They are more an integrated health care company rather than retail. Some of the issues they had with the CVS part of the business have stabilized. It makes sense in the Health Care space to be vertically integrated. Over the long run is going to do well particularly if they integrate ETNA well. On top of that the tax cuts will help them as they are mostly domestic (Analysts' price target $89).

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It is not like Shoppers Drug Mart like some people believe it is. They are more an integrated health care company rather than retail. Some of the issues they had with the CVS part of the business have stabilized. It makes sense in the Health Care space to be vertically integrated. Over the long run is going to do well particularly if they integrate ETNA well. On top of that the tax cuts will help them as they are mostly domestic (Analysts' price target $89).

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$78.790
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

January 24, 2018

The thing with this, as we have seen with a lot of stocks, is the Amazon factor. If you don't own Amazon, you are kind of behind the curve because it has done so well. However, on the flipside, if you own anything that Amazon is remotely touching, you are going to get penalized. This company falls into that category. It screens great on any kind of a value metric, but there is this huge overhang in the industry. She doesn't want to own anything that is even remotely spoken about that has an Amazon connection.

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The thing with this, as we have seen with a lot of stocks, is the Amazon factor. If you don't own Amazon, you are kind of behind the curve because it has done so well. However, on the flipside, if you own anything that Amazon is remotely touching, you are going to get penalized. This company falls into that category. It screens great on any kind of a value metric, but there is this huge overhang in the industry. She doesn't want to own anything that is even remotely spoken about that has an Amazon connection.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$80.920
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

January 18, 2018

The acquisition is a big one and because of the size there is some fear they can’t get it done.  There is more risk to this deal than normal.  It is in no man’s land otherwise.  It has not got strong price momentum, but has a good balance sheet.

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The acquisition is a big one and because of the size there is some fear they can’t get it done.  There is more risk to this deal than normal.  It is in no man’s land otherwise.  It has not got strong price momentum, but has a good balance sheet.

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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$79.350
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

January 12, 2018

About 2 or 3 months ago, this got hit by the Amazon affect, and the stock fell to $66, and is now at $79. This has a positive transit of EBV +3, which is a Buy signal. His model price is $100.70, 27% upside. A good price if you are looking at buying this.

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About 2 or 3 months ago, this got hit by the Amazon affect, and the stock fell to $66, and is now at $79. This has a positive transit of EBV +3, which is a Buy signal. His model price is $100.70, 27% upside. A good price if you are looking at buying this.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$78.780
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

January 12, 2018

Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

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Just made the acquisition of Aetna, which is still pending approval. There is a consistency of the business and they're spinning off an incredible amount of free cash flow and buying back a ton of stock. Had a bit of volatility through the end of the year, because of an article regarding Aetna and the multiple they were going to have to pay. There was also concern about Amazon (AMZN-Q) entering the pharmacy space. This is inexpensive relative to the rest of the market, trading at 12X earnings. Dividend yield of 2.5%. (Analysts' price target is $88.)

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Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$78.780
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

January 9, 2018

Had owned this, but sold it to buy something else. They are going to have a big benefit from tax reform, although they acquired Aetna. That is going to really transform them. It is no longer going to be a retailer and a pharmaceutical benefits manager, it is also going to have healthcare plans. Taking on a lot of debt to make the acquisition and there is no guarantee of success. Although it looks cheap, it is not one he is excited about getting into at the moment.

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Had owned this, but sold it to buy something else. They are going to have a big benefit from tax reform, although they acquired Aetna. That is going to really transform them. It is no longer going to be a retailer and a pharmaceutical benefits manager, it is also going to have healthcare plans. Taking on a lot of debt to make the acquisition and there is no guarantee of success. Although it looks cheap, it is not one he is excited about getting into at the moment.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$77.690
Owned Owned
No

TOP PICK
CVS Health Corp(CVS-N) 

December 29, 2017

Partly a drugstore, partly a long-term health care business and partly a pharmaceutical benefits business. The stock has about a 7% free cash flow yield and a 2.7% dividend yield. Trading at about 11X earnings. They just bought Aetna and vertically integrating the company. It's not about selling drugs and drug store stuff or having fees for services, it is much more about being a healthcare company. They may have to do an equity issue which makes a lot of sense. This makes it a company that Amazon (AMZ-Q) would be hard to compete with. (Analysts' price target is $85.50.)

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Partly a drugstore, partly a long-term health care business and partly a pharmaceutical benefits business. The stock has about a 7% free cash flow yield and a 2.7% dividend yield. Trading at about 11X earnings. They just bought Aetna and vertically integrating the company. It's not about selling drugs and drug store stuff or having fees for services, it is much more about being a healthcare company. They may have to do an equity issue which makes a lot of sense. This makes it a company that Amazon (AMZ-Q) would be hard to compete with. (Analysts' price target is $85.50.)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$72.500
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

December 19, 2017

(A Top Pick Dec 19/16. Down 7%.) People are afraid Amazon is going to come in and take their space. That is unlikely to happen. They have 10,000 locations in the US along with 1600 in Target stores and 1200 in mini-clinics. A wonderful platform to capture the patient experience, which is exactly what they are trying to do.

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(A Top Pick Dec 19/16. Down 7%.) People are afraid Amazon is going to come in and take their space. That is unlikely to happen. They have 10,000 locations in the US along with 1600 in Target stores and 1200 in mini-clinics. A wonderful platform to capture the patient experience, which is exactly what they are trying to do.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$72.310
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

November 10, 2017

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.

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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.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$70.990
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

November 10, 2017

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.

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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.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$70.990
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

November 8, 2017

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.

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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.

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Jennifer Radman

VP & Sr. P, Caldwell Investment ...

Price Price
$68.990
Owned Owned
Unknown

SELL
CVS Health Corp(CVS-N) 

November 7, 2017

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.

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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.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$68.950
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

November 6, 2017

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.

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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.

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Erin Gibbs

V.P., S&P Global Market In...

Price Price
$66.800
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

November 2, 2017

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.

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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.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$69.380
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

October 31, 2017

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.

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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.

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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$68.530
Owned Owned
Unknown

SELL
CVS Health Corp(CVS-N) 

October 17, 2017

This had a Sell signal on his system last week. It had a negative transit of UV+3. He would sell this.

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This had a Sell signal on his system last week. It had a negative transit of UV+3. He would sell this.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$72.630
Owned Owned
Unknown

HOLD
CVS Health Corp(CVS-N) 

October 16, 2017

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.

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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.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$72.440
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

October 13, 2017

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.

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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.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$72.600
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

October 13, 2017

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.

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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.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$72.600
Owned Owned
Unknown

SELL
CVS Health Corp(CVS-N) 

October 10, 2017

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.

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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.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$74.710
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

September 11, 2017

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.

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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.

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$79.720
Owned Owned
Yes

HOLD
CVS Health Corp(CVS-N) 

August 17, 2017

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.

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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.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$78.890
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

August 2, 2017

(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.

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(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.

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Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$79.750
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

August 1, 2017

A solid company. The #2 drug store in the US, as well as being involved in the pharmacy benefits management business, which has been a super profitable business over time, but is now under pressure. Feels the whole PBM business could be under a bit of profit pressure for the next several years. He would prefer a health insurer.

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A solid company. The #2 drug store in the US, as well as being involved in the pharmacy benefits management business, which has been a super profitable business over time, but is now under pressure. Feels the whole PBM business could be under a bit of profit pressure for the next several years. He would prefer a health insurer.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$79.700
Owned Owned
Unknown

SELL
CVS Health Corp(CVS-N) 

July 27, 2017

This has struggled on 2 fronts. They lost a big pharmacy benefit contract to Walgreens (WBA-Q), which cost them about 40 million prescriptions. Secondly, these are drugstores that are brick-and-mortar. A lot of retailers are starting to struggle because of Amazon (AMZN-Q). If he owned this, he would probably sell it.

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This has struggled on 2 fronts. They lost a big pharmacy benefit contract to Walgreens (WBA-Q), which cost them about 40 million prescriptions. Secondly, these are drugstores that are brick-and-mortar. A lot of retailers are starting to struggle because of Amazon (AMZN-Q). If he owned this, he would probably sell it.

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David Driscoll

President , Liberty Internationa...

Price Price
$78.920
Owned Owned
No

BUY
CVS Health Corp(CVS-N) 

July 24, 2017

Great company.  He would buy it down here as it has been hurt the last year or two.  Walgreens had taken some of their market share.  The business is changing.  It has such a good brand.  They are everywhere you go.  His numbers are fantastic.  He thinks everything negative is priced in.

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Great company.  He would buy it down here as it has been hurt the last year or two.  Walgreens had taken some of their market share.  The business is changing.  It has such a good brand.  They are everywhere you go.  His numbers are fantastic.  He thinks everything negative is priced in.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$77.100
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

July 24, 2017

Chart shows this has been in a bit of a downtrend, but the good news is that it has been consolidating. It could be an ascending triangle where the lows get higher and the highs are pretty flat. If it breaks through the low $80s to the upside, it could be very bullish.

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Chart shows this has been in a bit of a downtrend, but the good news is that it has been consolidating. It could be an ascending triangle where the lows get higher and the highs are pretty flat. If it breaks through the low $80s to the upside, it could be very bullish.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$77.100
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

July 21, 2017

Had a fairly large set back from the last year or so, and is kind of consolidating at about 2X BV. It has nice upside potential of 51%. The downside risk is to about $74, and that is where he would love to be a buyer. It has fairly easy upside to about $92. He wouldn’t worry about this one in the slightest.

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Had a fairly large set back from the last year or so, and is kind of consolidating at about 2X BV. It has nice upside potential of 51%. The downside risk is to about $74, and that is where he would love to be a buyer. It has fairly easy upside to about $92. He wouldn’t worry about this one in the slightest.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$77.030
Owned Owned
Unknown

PAST TOP PICK
CVS Health Corp(CVS-N) 

July 20, 2017

(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model.  He got out.  It was unable to overcome the competitive threats.  It could benefit from a ‘Trump Bump’.

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(Top Pick Aug 31/16, Down 15.40%) He really liked the uniqueness of the business model.  He got out.  It was unable to overcome the competitive threats.  It could benefit from a ‘Trump Bump’.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$77.160
Owned Owned
No

COMMENT
CVS Health Corp(CVS-N) 

July 18, 2017

The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.

specialty stores
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The drugstore group is pretty defensive, and he is cautious in general on more defensive, bond-like sectors. Also, very cautious on bricks & mortar retailers because of Amazon (AMZN-Q). A great company, but you are really challenged with the group and the theme. This stock can’t get off the carpet.

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David Burrows

President , Barometer Capital Ma...

Price Price
$78.000
Owned Owned
Unknown

BUY
CVS Health Corp(CVS-N) 

July 13, 2017

A unique company, because it is not only a drugstore, but it is also a health company. Has a free cash flow yield of about 7.5%. Nice dividend yield. Same-store sales over the last little while have not been good, but are stabilizing. Big growth is going to come from the health part of their business. The stock is undervalued and can be up another 30%-40% from where it is today.

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A unique company, because it is not only a drugstore, but it is also a health company. Has a free cash flow yield of about 7.5%. Nice dividend yield. Same-store sales over the last little while have not been good, but are stabilizing. Big growth is going to come from the health part of their business. The stock is undervalued and can be up another 30%-40% from where it is today.

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$77.920
Owned Owned
Yes

HOLD
CVS Health Corp(CVS-N) 

July 7, 2017

One of the biggest pharmacy drug distributors in the US. There is a lot of political noise around that, but looking at a 10-20 year stock chart, it has been a very good story.

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One of the biggest pharmacy drug distributors in the US. There is a lot of political noise around that, but looking at a 10-20 year stock chart, it has been a very good story.

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Darren Sissons

Vice Presi, Campbell Lee & Ross...

Price Price
$78.640
Owned Owned
Unknown

TOP PICK
CVS Health Corp(CVS-N) 

June 27, 2017

A play on demographics. It’s a cheap stock, trading at 13X next year’s earnings. A free cash generator. A great way to get diversification in a kind of sector we don’t have in Canada. Dividend yield of 2.5%. (Analysts’ price target is $88.00.)

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A play on demographics. It’s a cheap stock, trading at 13X next year’s earnings. A free cash generator. A great way to get diversification in a kind of sector we don’t have in Canada. Dividend yield of 2.5%. (Analysts’ price target is $88.00.)

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Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$80.490
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

June 22, 2017

Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

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Somewhat of a unique company. It is not just a pharmacy. It is a long-term care facility and a consulting firm. The stock has fallen a fair bit. It has a great cash flow yield of about 7%. On the pharmacy side, they had a few issues where same-store sales had gone down a fair bit. The long-term care thing is starting to grow and he can see very good growth there. Dividend yield of 2.5%. (Analysts’ price target is $88.)

specialty stores
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$77.220
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

June 21, 2017

One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)

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One reason he likes this is that it is out of favour. We always have to gravitate to things that will do well in the future as opposed to what has done well in the past. This is a combination of CVS the drugstore and Caremark, a pharmacy benefits manager. They sell over 1 billion prescriptions a year and have over 10,000 locations in the US. As it stays out of favour, it gets more and more compelling from a valuation standpoint. Based on next year’s expectations of earnings, it is trading at a little over 12X earnings, well below the market multiple. Dividend yield of 2.5%. (Analysts’ price target is $88.)

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Gordon Reid

President, GoodReid Investment ...

Price Price
$78.160
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

June 15, 2017

(Top Pick Jun 14/16, Down 15%) It stumbled due to competition.  She likes both businesses.  The company is very well managed.  The demographics are good, the industry is consolidating and this should be a surviving player.  It trades below WBA-Q and this is a good entry point to get back in.

specialty stores
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(Top Pick Jun 14/16, Down 15%) It stumbled due to competition.  She likes both businesses.  The company is very well managed.  The demographics are good, the industry is consolidating and this should be a surviving player.  It trades below WBA-Q and this is a good entry point to get back in.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$80.090
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

May 29, 2017

(Top Pick Aug 15/16, Down 20%)  It was supposed to be his defensive play.  The pharmacy benefits companies in the US have been suffering from drug price pressures.

specialty stores
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(Top Pick Aug 15/16, Down 20%)  It was supposed to be his defensive play.  The pharmacy benefits companies in the US have been suffering from drug price pressures.

specialty stores
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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$76.640
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

May 19, 2017

He likes this a lot. Trading at 13X earnings, a discount to its major competitor Walgreens (WBA-Q) at 16X. Trading at a big discount to the market. You get a really nice dividend. The company buys back a lot of stock. Also, has Caremark, the pharmacy management business, which is under a bit of pressure because of drug prices. You really have a diversified business model between the PBM side and the store side. Long-term fundamentals on the healthcare business are very favourable, where you have an aging and growing population. This is very attractive.

specialty stores
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He likes this a lot. Trading at 13X earnings, a discount to its major competitor Walgreens (WBA-Q) at 16X. Trading at a big discount to the market. You get a really nice dividend. The company buys back a lot of stock. Also, has Caremark, the pharmacy management business, which is under a bit of pressure because of drug prices. You really have a diversified business model between the PBM side and the store side. Long-term fundamentals on the healthcare business are very favourable, where you have an aging and growing population. This is very attractive.

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John Petrides

Managing D, Point View Wealth Ma...

Price Price
$76.320
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

May 17, 2017

The problem they’ve run into is a controversy about pharmaceutical benefits management, and what is going to happen with the intermediary companies. The problem is that Trump and some congressmen feel that what they are doing raises the price of drugs for other people. In the meantime, they are running a huge chain of drugstores, and increasingly, home-based medical care. He thinks the pharmaceutical benefits thing will blow over. He is still a buyer.

specialty stores
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The problem they’ve run into is a controversy about pharmaceutical benefits management, and what is going to happen with the intermediary companies. The problem is that Trump and some congressmen feel that what they are doing raises the price of drugs for other people. In the meantime, they are running a huge chain of drugstores, and increasingly, home-based medical care. He thinks the pharmaceutical benefits thing will blow over. He is still a buyer.

specialty stores
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$76.330
Owned Owned
Yes

TOP PICK

A pharmaceutical company, long-term care company and a consulting services company. Has a free cash flow yield of about 7%. The CVS business is a good solid business with lots of cash. There are only 2 competitors in the US drug store business. There has been a little slippage on same-store sales, but feels they have straightened that out. Their long-term care business is really important, and he thinks there is good growth here. Thinks the stock is worth around $95. Yield of 2.4%. (Analysts’ price target is $87.50.)

specialty stores
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A pharmaceutical company, long-term care company and a consulting services company. Has a free cash flow yield of about 7%. The CVS business is a good solid business with lots of cash. There are only 2 competitors in the US drug store business. There has been a little slippage on same-store sales, but feels they have straightened that out. Their long-term care business is really important, and he thinks there is good growth here. Thinks the stock is worth around $95. Yield of 2.4%. (Analysts’ price target is $87.50.)

specialty stores
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$81.960
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

April 27, 2017

He used to believe it was worth hanging onto, but he has moved on.  It is stuck in limbo.  The question is what the margins will look like.

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He used to believe it was worth hanging onto, but he has moved on.  It is stuck in limbo.  The question is what the margins will look like.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$82.790
Owned Owned
No

HOLD
CVS Health Corp(CVS-N) 

April 19, 2017

This had issues when they became an insurance company and a drugstore. They also went into the UK and bought Boots. The conflict of interest between being a healthcare provider and trying to get people to go to your store has hit it. A solid business and is not going away.

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This had issues when they became an insurance company and a drugstore. They also went into the UK and bought Boots. The conflict of interest between being a healthcare provider and trying to get people to go to your store has hit it. A solid business and is not going away.

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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$77.830
Owned Owned
No

TOP PICK
CVS Health Corp(CVS-N) 

April 13, 2017

A kind of integrated health care company. It is a pharmacy and has a long-term care business. Trades at 13X earnings. The stock has pulled off from its highs. Has a free cash flow yield of about 7%. They’ve had some issues on the same store sales side over the last while, and he thinks that is stabilizing. On the healthcare side, they need to make a few more acquisitions. Thinks the intrinsic value is somewhere between $90 and $95. Dividend yield of 2.6%. (Analysts’ price target is $87.50.)

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A kind of integrated health care company. It is a pharmacy and has a long-term care business. Trades at 13X earnings. The stock has pulled off from its highs. Has a free cash flow yield of about 7%. They’ve had some issues on the same store sales side over the last while, and he thinks that is stabilizing. On the healthcare side, they need to make a few more acquisitions. Thinks the intrinsic value is somewhere between $90 and $95. Dividend yield of 2.6%. (Analysts’ price target is $87.50.)

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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$77.960
Owned Owned
Yes

PAST TOP PICK
CVS Health Corp(CVS-N) 

April 12, 2017

(A Top Pick March 10/16. Down 20%.) This is the leading drugstore in the US on the retail side. Last fall, their scripts got excluded from the PBM networks, so they are losing some prescription volumes, which is a short-term negative. Earnings are going to be somewhat flat this year, but they feel they can continue growing earnings at a 10% rate past 2017. She likes the space. Their competitor, Walgreens (WBA-Q), is in the process of acquiring Rite Aid (RAD-N), so expects CVS will pick up some stores at that time. Trading at about 2 multiples discount to Walgreens because of their near term earnings stumble. Thinks the disappointment is already priced into the stock.

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(A Top Pick March 10/16. Down 20%.) This is the leading drugstore in the US on the retail side. Last fall, their scripts got excluded from the PBM networks, so they are losing some prescription volumes, which is a short-term negative. Earnings are going to be somewhat flat this year, but they feel they can continue growing earnings at a 10% rate past 2017. She likes the space. Their competitor, Walgreens (WBA-Q), is in the process of acquiring Rite Aid (RAD-N), so expects CVS will pick up some stores at that time. Trading at about 2 multiples discount to Walgreens because of their near term earnings stumble. Thinks the disappointment is already priced into the stock.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$77.960
Owned Owned
Yes

DON'T BUY
CVS Health Corp(CVS-N) 

April 6, 2017

There is retail and pharma benefits managment.  It does not meet his criteria.  It has not broken out.  The PBM is facing pressure.  Their fees are a percent, which is riskier.  Their fundamentals don’t line up.  There are better places to put money.

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There is retail and pharma benefits managment.  It does not meet his criteria.  It has not broken out.  The PBM is facing pressure.  Their fees are a percent, which is riskier.  Their fundamentals don’t line up.  There are better places to put money.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$77.010
Owned Owned
Unknown

HOLD
CVS Health Corp(CVS-N) 

March 13, 2017

A really great company with a successful long-term track record, which should continue in the future. A couple of things have taken the stock down. Walgreens (WBA-Q) had a new deal, which was going to eat into the market share, so of course the stock took a bit of a hit. Also, there is the potential legislation on repricing of drugs. The whole drug chain is probably susceptible to some repricing. Thinks these 2 things are already priced in.

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A really great company with a successful long-term track record, which should continue in the future. A couple of things have taken the stock down. Walgreens (WBA-Q) had a new deal, which was going to eat into the market share, so of course the stock took a bit of a hit. Also, there is the potential legislation on repricing of drugs. The whole drug chain is probably susceptible to some repricing. Thinks these 2 things are already priced in.

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Matt Kacur

President, FSA Financial Scienc...

Price Price
$80.440
Owned Owned
Unknown

COMMENT
CVS Health Corp(CVS-N) 

March 1, 2017

A big fan. The healthcare sector is cheap. This one has a tremendous free cash flow yield. They pretty much have the market all to themselves, and he likes markets where there aren’t very many competitors. (See Top Picks.)

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A big fan. The healthcare sector is cheap. This one has a tremendous free cash flow yield. They pretty much have the market all to themselves, and he likes markets where there aren’t very many competitors. (See Top Picks.)

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John Burke

CEO & CIO, Burke Financial Stra...

Price Price
$80.700
Owned Owned
Yes

TOP PICK
CVS Health Corp(CVS-N) 

February 16, 2017

They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).

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They have a huge platform of pharmacies in the US, pharma benefits management and home healthcare.  The baby boomer generation is not going to suddenly not need their pills any more.  It is very cheap right now.  (Analysts’ target: $86.34).

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David Baskin

President, Baskin Wealth Manage...

Price Price
$79.450
Owned Owned
Yes

COMMENT
CVS Health Corp(CVS-N) 

February 8, 2017

Valuation has come back into line. They have retail which had some good comps for a while, but people are not spending as much in the store right now. Also, they are losing share to Walgreens (WBA-Q).

specialty stores
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Valuation has come back into line. They have retail which had some good comps for a while, but people are not spending as much in the store right now. Also, they are losing share to Walgreens (WBA-Q).

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$77.030
Owned Owned
Unknown

PAST TOP PICK