+ Watch CVS
on My Watchlist
The Company's current operations are grouped into two businesses: Retail Pharmacy and Pharmacy Benefit Management.
Positive:- Profits from (wasted) Obamacare money- Defensive sector, steady cash generator- Pending lawsuit settled- Long term growth due to aging populationNegative:- Chart quite extended with a downside pattern, could correct in the short termCategory: BVm
CVS is very high quality with strong FCF, good balance sheet, and strong return on capital. They are a leader in an industry with a secular growth tailwinds due to demographic trends. They are in the process of aggressively growth PBM side of the business which offers strong long term upside. Valuation is fair relative to the S&P 500 in the 19 - 20 range on a forward P/E basis. The company has minimal cyclical risk due to healthcare services being stable.
Everywhere with cheap overhead. Gobbling up contracts with companies.
M* Ult Stockpickers
reasonable upside expected
solid fundamentals; target deal was superb; wallgreens WAG reported great numbers; CVS will do the same; domestic (USA) play technically breaking out
PBM wins in near term, drugstore in long term
S&P 5 star
Dominates bes....t of breed. What's not to like?
M.I.T.B.- Money in the Bank
RL portfolio pick.
Barron's List World's Greatest CEOs 3/23/15 - Larry Merlo1. CVS changed its name to CVS Health2. Keep primary health care costs lower by starting nearly 1000 MinuteClinics staffed by physician assistants and certified nurse practitioners3. Ended tobacco sales at CVS
An aging America is growing more health conscious. Halting the sale of cigarettes was genius, backing up the talk with action.
aging population, obamacare....
Aging population needing meds, convenience, newer modern stores
There is no doubt in my mind that CVS will compliment WAG going forward.
Nonprescription nosebleed remedy works 1st dose.
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