CVS Caremark Corp (NYSE:CVS)
The Company's current operations are grouped into two businesses: Retail Pharmacy and Pharmacy Benefit Management.
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Recs
MHenage
(< 20)
Submitted: 2/1/2012 1:54:49 PM :
Start Price:
$42.80
CVS Score:
-0.23
CVS has been generating an average of $1 billion in free cash flow for the last 4 quarters. The company will benefit from Walgreens not accepting Express Scripts customers. The company is buying back shares and can afford to continue to increase their dividend.
Recs
pchop123
(70.20)
Submitted: 1/23/2012 10:58:38 AM :
Start Price:
$43.10
CVS Score:
-1.72
buyin back 3Bil in stk, recently raised div 30% and plans to raise div at least 25% each year thru 2015. PE of 14 and a 1.1% yield right now
Recs
SFInvestmentClub
(82.51)
Submitted: 10/22/2011 2:37:13 PM :
Start Price:
$35.44
CVS Score:
+13.64
SW likes because of healthy BS and strong cash flow and resilience during recession.
Recs
wwocoin
(< 20)
Submitted: 9/21/2011 12:10:15 PM :
Start Price:
$35.69
CVS Score:
-8.76
Retail prices of merchandise on front end of business are substantially higher than their competition. Consumers may buy blind items in the short term but will not continue to support the margin building efforts if the pricing strategy continues.
Recs
DeeFool33
(< 20)
Submitted: 8/26/2011 12:57:21 PM :
Start Price:
$34.09
CVS Score:
+12.60
Has a bog moat. Rite-Aid will go down or get bought out, wouldn't be surprised if CVS bought them. I'm a fan of Peter Lynch's "buy what you know" and I am IN these stores all the time. CVS is always busy - and I mean always at the many locations I frequent in MA. Rite-Aid, well, I rarely see more than 6 cars in the parking lot, ever. CVS is targeting its customer base with coupons, incentives all the time. They are always trying to attract business. Walgreens - not sure where that it heading - seems middle of the road to me right now.
Recs
OrangeIcon
(25.98)
Submitted: 8/17/2011 1:47:43 AM :
Start Price:
$33.66
CVS Score:
+16.54
CVS combines so many business models in one. They keep track of what you buy and send you alerts and coupons like Amazon. They have their own brand (Gold Emblem) like Costco (Kirkland). They are usually in convenient spots like McDonald's and sometimes there are several in the same square mile radius like Starbucks.
Recs
MizzouEric
(37.35)
Submitted: 8/8/2011 2:49:54 PM :
Start Price:
$32.38
CVS Score:
+14.56
Market Value of $44B vs. Book Value of $38 + $3B avg annual net income......
Hmmm...
If the average consumer has 10% less money (higher interest/lower employment), will they stop buying medicine?
I'm pretty sure the downgrade has cause Mr. Market to overreact on this one
Recs
rwpaules
(96.11)
Submitted: 8/8/2011 11:22:13 AM :
Start Price:
$33.02
CVS Score:
+15.27
Defensive play, since Le Market is in Le Pooper.
Recs
headyinvestor
(47.72)
Submitted: 7/29/2011 10:19:12 AM :
Start Price:
$36.01
CVS Score:
+16.09
Clearly a better operation than Rite-Aid and Walgreens. Better financials, better stores, broader revenue base (Caremark business). Pharma is going the way of generics and CVS will be there to cater to them. Amazing financials.
Recs
ipsiety
(26.58)
Submitted: 7/10/2011 1:42:15 AM :
Start Price:
$37.21
CVS Score:
+14.83
Generics play.
Ok balance sheet.
Recs
stovkey1highdiv
(< 20)
Submitted: 6/15/2011 6:40:16 PM :
Start Price:
$36.84
CVS Score:
+11.45
key03
Recs
xaneti
(42.87)
Submitted: 6/10/2011 2:05:58 PM :
Start Price:
$36.96
CVS Score:
+11.81
Follow David Einhorn
Recs
BoiseKen
(94.94)
Submitted: 5/27/2011 6:09:31 PM :
Start Price:
$38.65
CVS Score:
+12.01
PBM -- won the BCBS contract
Recs
JavaScotty
(< 20)
Submitted: 5/4/2011 12:04:34 AM :
Start Price:
$36.11
CVS Score:
+19.99
Good management, healthcare will get the kinks worked out over the next decade and this stock will benefit regardless.
Recs
smiejam
(< 20)
Submitted: 4/27/2011 7:40:29 PM :
Start Price:
$35.86
CVS Score:
+21.19
Generic or brand name, CVS will make money from an aging population.
Recs
carl257
(20.68)
Submitted: 4/7/2011 9:17:41 AM :
Start Price:
$35.10
CVS Score:
+22.33
best of breed.
Recs
kdub61
(< 20)
Submitted: 3/29/2011 2:20:12 PM :
Start Price:
$33.16
CVS Score:
+28.10
Im very close to the business. Cvs is in position to move and make it happen. The share holders are hungrey and the new mgmt will bring up the stock along with sales growth.
Recs
sgthulka
(< 20)
Submitted: 3/28/2011 10:44:55 AM :
Start Price:
$33.36
CVS Score:
+27.50
Currently undervalued. Either performance improves, or CVS and Caremark split and the parts appear to be worth more than the sum.
Recs
Bullish4ChiBears
(57.44)
Submitted: 3/8/2011 3:03:52 PM :
Start Price:
$32.21
CVS Score:
+27.20
I'm new, don't trust anything I say, but this seems like a good shorter term player to benefit from the increasing number of big names going generic this year, and a good long term player to benefit from an aging population. And there needs to be a retail outlet to get drugs no matter which way the health care debate ultimately goes, so they have the kind of risk with that as a pharma might.
A bit of a dividend and a low p/e, seems like a bit of a bargain at the moment. Might as well get a small position.
Recs
jpsheb
(< 20)
Submitted: 2/4/2011 7:18:28 AM :
Start Price:
$32.57
CVS Score:
+29.87
It is a prominent drug chain (along with WAG & TGT) with plenty of room to grow. In many communities I have seen, it, like WAG, is a neighboorhood drug store selling both retail products and offering Pharmacy services. The demand of Its products, medical consumer products and generic drugs, should continue to increase with a "boom" in retirement and aging of the population beginning now and continuin over the next 15-20 years.
As far as technicals, it's P/E is 13.25, still in the bargain range.
It has a history of paying an above average dividend
Because of it's prominence and market share, the risks for CVS appear reasonable. Furthermore, it's debt is acceptable at 30% (debt-to-equity) and it's price-to-book is decent at 1.22. One downside is that dividend yield is low.
A long-term buy at ~$35, it is even more so at $32.92 today. Not what I'd call a true bargain stock, but still a buy today.
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