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, 22, 2019, 6:55 pm

61.95 0.4 (0.64%)

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



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Signal Opinion Expert
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)  

specialty stores
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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

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