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

specialty stores

CVS Health Corp

CVS-N

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CVS Health Corp (CVS-N) SAVE Apr, 19, 2019, 5:02 am

52.63 0.09 (0.17%)

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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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

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