McKesson Corp (MCK-N)

Global leader. Operates in a virtual tri-opoly. Significant leverage in negotiating supply, which gives predictable cashflow. Aging population will increase volumes. Almost 60% of all Americans use at least 1 prescription drug, expected to rise. Increased demand for diabetes and weigh-loss drugs. 

Beat on top and bottom lines, increased guidance. Share price above rising moving averages. Outperforming broader index. Forecast 10% earnings growth going forward. Yield is 0.55%.

Though drug companies are a target of politicians citing high drug prices, it keeps printing cash. For now, it's a cheap stock that won't be hurt by higher interest rates.

Still likes it. The drug sector remains strong given an aging population and a flurry of new drugs.

One of the largest distributors of pharmaceuticals in USA.
Expecting to grow earnings 12-15% annual.
Trading at good share price for long term investors.
Beneficiary of domestic spending. 
Will continue to hold. 

Earnings are growing about 12-14% per year, revenues over 10%. Trades about 15x earnings. Exited European operations, so now a pure play on a domestic company and a hedge against international exposure. Yield is 0.59%.

This has been a very successful operation. The 5th largest corporation in the US, and doing extremely well. 60 Minutes recently did a profile on their distribution of opioids to pharmacies/dispensaries where the DVA thought they should have known there were some orders that were not legitimate and were going to cartels and illegal drug distribution networks. He thinks this has some legs, so he would not venture into this company.