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 Feb, 20, 2019, 10:51 am

64.85 5.03 (7.2%)

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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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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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.

specialty stores
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$72.630
Owned Owned
Unknown

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