McKesson Corp

MCK-N

Analysis and Opinions about MCK-N

Signal
Opinion
Expert
COMMENT
COMMENT
August 22, 2016

MCK-N vs. ABC-N. He likes them both, but prefers Cardinal Health (CAH-N). Those running for election are talking limits of drug prices. He likes all but CAH-N is the best.

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McKesson Corp (MCK-N)
August 22, 2016

MCK-N vs. ABC-N. He likes them both, but prefers Cardinal Health (CAH-N). Those running for election are talking limits of drug prices. He likes all but CAH-N is the best.

John Burke

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Price
$193.650
Owned
Unknown
HOLD
HOLD
August 27, 2015

The largest pharmaceutical distributor in the US and Canada, as well as the largest healthcare IT provider. They are basically in 50% of all US hospitals. Trading at 15X forward PE with an 11% long-term growth rate, so it is a pretty good valuation. They will do well with what is happening with Obama care. If you own, he would put a stop loss on it.

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McKesson Corp (MCK-N)
August 27, 2015

The largest pharmaceutical distributor in the US and Canada, as well as the largest healthcare IT provider. They are basically in 50% of all US hospitals. Trading at 15X forward PE with an 11% long-term growth rate, so it is a pretty good valuation. They will do well with what is happening with Obama care. If you own, he would put a stop loss on it.

Stan Wong

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Price
$198.870
Owned
Unknown
HOLD
HOLD
July 9, 2015

Healthcare is the biggest industry in the US, and is highly domestically focused. About 80% of this company’s sales are US based. The US has an improving consumer, an aging consumer and things like Obama care which are not hurting the spending on healthcare. This is a distributor and they also have a PBM (pharmacy benefits management) unit. They continue to grow and beat the most recent estimate by about 7%.

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Healthcare is the biggest industry in the US, and is highly domestically focused. About 80% of this company’s sales are US based. The US has an improving consumer, an aging consumer and things like Obama care which are not hurting the spending on healthcare. This is a distributor and they also have a PBM (pharmacy benefits management) unit. They continue to grow and beat the most recent estimate by about 7%.

DON'T BUY
DON'T BUY
June 16, 2015

In drug distribution, mostly generic, and has done a wonderful job. A lot of their growth has happened and the price ($234) reflects a great deal of optimism in the future. Growth is slowing somewhat, and is coming from different places as opposed to being organic growth, such as stock buybacks, reduced floats.

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McKesson Corp (MCK-N)
June 16, 2015

In drug distribution, mostly generic, and has done a wonderful job. A lot of their growth has happened and the price ($234) reflects a great deal of optimism in the future. Growth is slowing somewhat, and is coming from different places as opposed to being organic growth, such as stock buybacks, reduced floats.

BUY
BUY
October 1, 2014

Likes it a lot, but doesn’t own it because he has a lot of healthcare. Really benefited from a pickup in volumes. Well poised to benefit from the US healthcare act.

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McKesson Corp (MCK-N)
October 1, 2014

Likes it a lot, but doesn’t own it because he has a lot of healthcare. Really benefited from a pickup in volumes. Well poised to benefit from the US healthcare act.

TOP PICK
TOP PICK
February 18, 2014

Management team seems to be exceptionally strong. Bought a number of companies over the last couple of years and just completed a big acquisition in Germany which makes them a big, significant, generics distributor in Europe which will be accretive to earnings. Looking out a couple of years, he could see $11-$12 in earnings. Very, very good at execution. Yield of 0.54%.

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McKesson Corp (MCK-N)
February 18, 2014

Management team seems to be exceptionally strong. Bought a number of companies over the last couple of years and just completed a big acquisition in Germany which makes them a big, significant, generics distributor in Europe which will be accretive to earnings. Looking out a couple of years, he could see $11-$12 in earnings. Very, very good at execution. Yield of 0.54%.

TOP PICK
TOP PICK
January 18, 2012
Medical devices that are used in nondiscretionary procedures. Has a lot of confidence in the business. Aging demographics makes this a growth industry.
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McKesson Corp (MCK-N)
January 18, 2012
Medical devices that are used in nondiscretionary procedures. Has a lot of confidence in the business. Aging demographics makes this a growth industry.
SELL
SELL
December 5, 2006
Not doing really well.
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McKesson Corp (MCK-N)
December 5, 2006
Not doing really well.
McKesson Corp (MCK-N)
April 2, 2004
WATCH
WATCH
August 28, 2003
Two main competitors have shown some weakness and the stock has dropped in sympathy with them. Did extremely well on their earnings and their margins increased. Technically it needs a steady trend upwards. Would not buy at this point.
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McKesson Corp (MCK-N)
August 28, 2003
Two main competitors have shown some weakness and the stock has dropped in sympathy with them. Did extremely well on their earnings and their margins increased. Technically it needs a steady trend upwards. Would not buy at this point.
BUY
BUY
July 3, 2003
Trading at about 8 to 9 next years earnings and growing earnings at about 16/17%.
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Trading at about 8 to 9 next years earnings and growing earnings at about 16/17%.
BUY WEAKNESS
BUY WEAKNESS
July 17, 2002
Margins are razor thin. Would buy in the mid $20's and sell when it reached $30.
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McKesson Corp (MCK-N)
July 17, 2002
Margins are razor thin. Would buy in the mid $20's and sell when it reached $30.
Showing 16 to 27 of 27 entries