Express Scripts Holding Company (NASDAQ:ESRX)

CAPS Rating: 4 out of 5

Provides pharmacy benefit management services, including retail drug card programs, mail pharmacy services, drug formulary management programs and other clinical management programs for HMOs, health insurers, third-party administrators and employers.

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Member Avatar jeffaim (95.49) Submitted: 11/14/2014 6:57:07 PM : Outperform Start Price: $78.23 ESRX Score: +3.39

Following Warren Buffett's lead.

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Member Avatar john603 (61.35) Submitted: 10/1/2014 8:56:56 AM : Outperform Start Price: $70.75 ESRX Score: +10.82

Stock buybacks, and now nice nice with Walgreens. Express Scripts

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Member Avatar ustafamily (< 20) Submitted: 9/1/2014 8:24:26 AM : Outperform Start Price: $73.85 ESRX Score: +8.08

EMR required by law will also transfer over to the electronic prescription market. More and more healthcare providers will be transitioning to this for of medical prescriptions.

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Member Avatar andcheese (< 20) Submitted: 7/29/2014 12:22:54 PM : Outperform Start Price: $67.31 ESRX Score: +17.41

Express Scripts (ESRX) is the preferred name in the space due to unmatched scale and bargaining power. It is the largest PBM firm in the country having achieved a 34% market share as it coordinates prescription plans between health insurers, employers, retail pharmacies
and end users. Economies of scale often allow ESRX to offer the lowest prices on prescription drugs, as well as the deepest and most applicable formulary selections to customers.
Management is guiding to double-digit earnings per share growth and strong free-cash-flow generation over the next several years.

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Member Avatar HayZeus (40.24) Submitted: 6/8/2014 7:46:29 AM : Outperform Start Price: $71.21 ESRX Score: +9.34

Medical records on-line. Why because it creates jobs.

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Member Avatar Crowe19 (< 20) Submitted: 5/2/2014 8:14:25 PM : Underperform Start Price: $66.82 ESRX Score: -12.27

Poor service is causing clients to leave. Negative culture is causing best employees to leave. Race to the bottom.....

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Member Avatar racoveanul (80.43) Submitted: 4/12/2014 3:08:24 PM : Outperform Start Price: $72.51 ESRX Score: +0.05

ESRX has an A for financial health and a PEG less than 1 on Morningstar, so it's one of my long picks.

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Member Avatar DugdaleTiki (42.24) Submitted: 3/3/2014 9:26:06 AM : Outperform Start Price: $74.77 ESRX Score: -2.30

2014 Sabrient Pick

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Member Avatar SqwiiTrader (< 20) Submitted: 1/29/2014 6:57:44 PM : Underperform Start Price: $74.40 ESRX Score: +5.42

chartmill bear

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Member Avatar TMFMojoMan (63.10) Submitted: 1/29/2014 1:25:08 PM : Outperform Start Price: $73.83 ESRX Score: -5.16

consistent strength and exposure.

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Member Avatar jpimp (< 20) Submitted: 1/25/2014 6:55:08 PM : Outperform Start Price: $74.47 ESRX Score: -2.07

Americans love drugs

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Member Avatar 101JJP (48.06) Submitted: 11/11/2013 2:16:34 PM : Outperform Start Price: $64.51 ESRX Score: +10.52

Express Scripts (ESRX) is the largest pharmacy benefits manager (PBM). Large claim volume gives it pricing power with drug suppliers. Pharmaceutical spending will significantly increase over coming years due to aging demographics and expansion of medical insurance. Still in process of working through optimizing operational efficiencies secondary to purchase of Medco. Price/free cash flow 12.6 versus Sector of 22.3. P/E = 27.5 versus Sector of 22.8.

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Member Avatar alovely12 (53.09) Submitted: 11/5/2013 7:23:58 AM : Underperform Start Price: $62.07 ESRX Score: -14.77

I used to buy all my prescriptions through Express Scripts. Then, I compared the prices to Sam's Club pharmacy and switched. Express Scripts is great for less common prescriptions comparatively speaking, but could not compete with Sam's Club volume pricing otherwise. Even with the cost of driving to Sam's, it was still cheaper.

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Member Avatar wapple4 (< 20) Submitted: 10/14/2013 12:51:16 PM : Outperform Start Price: $61.72 ESRX Score: +15.03

Wide moat, in a growing area of healthcare under Obamacare.

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Member Avatar Wifeb123 (50.89) Submitted: 10/4/2013 3:48:19 PM : Outperform Start Price: $62.50 ESRX Score: +8.73

More old people, less parking spaces!

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Member Avatar 10x2 (41.19) Submitted: 10/3/2013 6:41:21 PM : Outperform Start Price: $61.80 ESRX Score: +9.46

Stable, consistent earnings growth. Huge market share. They deal with 95% of pharmacies. They also have about 65% of mail order business. I think nationalized care of any sort will be a plus for their business and lot of old people take lots of medicine. 25 analysts predict 25% growth growing forward. I would assign a PE of 15 to 18 for this one and a price target by EOY 2015 in the $85-$100 range.

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Member Avatar danablanca (37.53) Submitted: 9/20/2013 2:50:43 PM : Outperform Start Price: $62.10 ESRX Score: +11.20

Undervalued. Fair value over well over $80 per share. People always need meds.

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Member Avatar ptanabe (70.35) Submitted: 8/5/2013 1:21:00 PM : Outperform Start Price: $65.72 ESRX Score: +3.61

tt

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Member Avatar DrLinks (< 20) Submitted: 7/20/2013 2:38:18 AM : Outperform Start Price: $67.42 ESRX Score: -0.44

LEading Market Share Holder of PBMs

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Member Avatar 1russianguy (82.86) Submitted: 6/20/2013 3:06:54 PM : Outperform Start Price: $61.57 ESRX Score: +3.76

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