CVS Health Corp (CVS-N) Stock Predictions - Stockchase
WATCH LIST
206
CVS Health Corp (CVS-N)

ON STOCKCHASE SINCE Dec 2001

retail drug store chain

specialty stores

CVS Health Corp

CVS-N

56 watching          
Join the Discussion

CVS Health Corp (CVS-N) SAVE Feb, 16, 2019, 5:52 am

69.53 1.84 (2.72%)

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

What the experts are saying about CVS-N



  • All
  • Filtered
Signal Opinion Expert
COMMENT
CVS Health Corp(CVS-N) 

February 14, 2019

He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.
specialty stores
0 0 0 0 0
0 comments
He likes health care. It is a more defensive sector. This is not the best of bread on all metrics. They have a great balance sheet and they pay a good yield. They are not compelling, however.
specialty stores
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price 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.
specialty stores
0 0 0 0 0
0 comments
He sees about a 21% upside and could see it test $85. He would be a weak buy here.
specialty stores
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price 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.
specialty stores
0 0 0 0 0
0 comments
It has yield support of about 3%. Earnings are improving as they do the right things, leading to 8-10% growth. The retail space does not excite him. It has significant overhead resistance. There are better spaces to be in right now. He would look more towards medical devices rather than this space.
specialty stores
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price 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.
specialty stores
0 0 0 0 0
0 comments
They're positioning themselves in vertical integration to succeed. They just closed the Aetna (insurer) purchase. CVS has 10,000 locations in the U.S. can capitalizing in healthcare by creating a clinic system within CVS locations to address non-emergency medical chronic issues (i.e. testing blood pressure). Most medical issues are not emergencies but they cost emergency rooms heavily. CVS helps address this problem.
specialty stores
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price 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.
specialty stores
0 0 0 0 0
0 comments
A poor performer. It is trading at a low valuation. He is taking a good hard look at the sector and this company. Looks cheap and it is in a growth area.
specialty stores
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price 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)
specialty stores
0 0 0 0 0
0 comments
Good base above $62. Buy at this point, which is the bottom of its range. $63.80 is the exit point. $8-10 upside from here. (Analysts’ price target is $89.62)
specialty stores
0 0 0 0 0
0 comments
Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price 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.
specialty stores
0 0 0 0 0
0 comments
He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price 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.
specialty stores
0 0 0 0 0
0 comments
Two sides to it. Pharmacy benefit side (PBM) and the retail side. Doesn't like the pharmacy benefit side. Generics pricing is an headwind. They are doing a number of right things but there is nothing to get really excited about. Prefers UNH-N.
specialty stores
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price 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)
specialty stores
0 0 0 0 0
0 comments
The healthcare stocks in the US have been quite volatile. The aging population likes their pharmacy and the pickup and delivery. This one is trading relatively cheaply and is a solid business. He thinks the grocery chains will buy them up. (Analysts’ price target is $92.00)
specialty stores
0 0 0 0 0
0 comments
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price 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.
specialty stores
0 0 0 0 0
0 comments
CVS or BAC? He owns both and struggles to pick one over the other. Building a portfolio with different balances makes sense. CVS is a little out of favour as it is being "Amazoned". However, they have 11,000 locations in the US and have set up mini-health clinics with nurses on staff -- a good differentiation. BAC has corrected and is now trading at recessionary levels (below book value) -- extreme levels not seen since 2008 and great value.
specialty stores
0 0 0 0 0
0 comments
Gordon Reid

President, GoodReid Investment ...

Price 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.
specialty stores
0 0 0 0 0
0 comments
He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market.
specialty stores
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price 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.
specialty stores
0 0 0 0 0
0 comments
(A Top Pick Jun 01/18, Up 27%) It was so cheap this summer. The big news is that they have closed the AETNA acquisition and he thinks there is still room to move higher. The trend to lowering health care costs is possible and this is the combination to take advantage. He thinks it will trade over $100 next year.
specialty stores
0 0 0 0 0
0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price 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.
specialty stores
0 0 0 0 0
0 comments
He likes this company. It has come down quite a bit over the last couple of years. There was some talk of the supply chain being over bloated. The merger with Aetna should be a net benefit. Good opportunity at this level.
specialty stores
0 0 0 0 0
0 comments
Matt Kacur

President, FSA Financial Scienc...

Price 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)
specialty stores
0 0 0 0 0
0 comments
He likes it. He bought it mid-year in a fund he manages. It is below what he paid now but represents pretty good value. They are going through a proposed merger which should be finalized by the end of the year. There are too many pharmacies out there. Pricing is also a headwind, as is food. They are doing a vertical integration with other health care companies. It is probably a $75-$105 stock. It is a defensive part of his portfolio. With the dividend it should make double digit returns. (Analysts’ price target is $92.00)
specialty stores
0 0 0 0 0
0 comments
Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price 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.
specialty stores
0 0 0 0 0
0 comments
Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend.
specialty stores
0 0 0 0 0
0 comments
Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price 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.
specialty stores
0 0 0 0 0
0 comments
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.
specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

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.

specialty stores
0 0 0 0 0
0 comments
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. 

specialty stores
0 0 0 0 0
0 comments

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. 

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

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.

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

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

specialty stores
0 0 0 0 0
0 comments
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)

specialty stores
0 0 0 0 0
0 comments

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)

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

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.

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

(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.

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

(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.

specialty stores
0 0 0 0 0
0 comments
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)

specialty stores
0 0 0 0 0
0 comments

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

specialty stores
0 0 0 0 0
0 comments
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)

specialty stores
0 0 0 0 0
0 comments

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)

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

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.

specialty stores
0 0 0 0 0
0 comments
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.

specialty stores
0 0 0 0 0
0 comments

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.

specialty stores
0 0 0 0 0
0 comments
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)

specialty stores
0 0 0 0 0
0 comments

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)

specialty stores
0 0 0 0 0
0 comments
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)  

specialty stores
0 0 0 0 0
0 comments

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)  

specialty stores
0 0 0 0 0
0 comments
Lorne Steinberg

President , Lorne Steinberg Weal...

Price Price
$64.090
Owned Owned
No

Showing 1 to 30 of 206 entries
Successfully Saved Company
Successfully Saved Company
7+
JOIN THE DISCUSSION
7 comments in the last 7 days