Express Scripts Holding Company (NASDAQ:ESRX)

MS

This company perfectly poised to be one of many company's taking advantage of the aging baby boomer population.

breaking out to the upside from a head and shoulders on the weekly chart.

I read a very insightful piece on SA regarding ESRX (see below). Accounting for the recent Medco acquisition, Express Scripts now does business with ~95% of retail pharmacies in the U.S., and possesses significant bargaining power in this relationship (see the Walgreens fiasco for evidence of this). They also have about 60% market share in the mail-order prescriptions business, fertile ground for future growth. Favorable demographic shifts, the closing of the "Medicare donut hole" and a recent share repurchase authorization are just a few more reasons this company is a long term winner.

http://seekingalpha.com/article/1276071-analysis-of-express-scripts

great earnings growth

With an aging population that's becoming more reliant on prescription drugs the entire healthcare sector is poised to gain.

Additionally, Express Scripts stands to gain from the impending patent-cliffs of several blockbuster drugs in 2013 and 2014.

The company also has its foot in the booming specialty drug treatment market, and the purchase of Medco last year increases its position in cancer treatment, which is one of the fastest growing segments.

Finally, Obamacare will increase the number of insured citizens. While most will be through medicare, one of Express Scripts largest clients, WellPoint, is the biggest medicare-based insurer. This means a flood of new customers for Express Scripts.

Nasdaq in maximums.

A well run company in a growing area of the domestic economy

lots of opportunities

Best of breed with lots of opportunity managing cost of specialty pharmaceuticals particularly with biosimilars coming into the US market

This is an Obamacare play. The more complicated the regs get, the better they do.

Express Scripts was over-sold (Fall 2012) and will outperform the S&P mid-2013 into 2014 via a combination of increasingly profitable execution (post-Medco acquisition)and as yet unknown sums of additional customers due to late-2013 recovery and 2014 Obamacare mandates.

Gonna keep on.

the synergies of the Medco merger are paying off handsomely, and Express Scripts will benefit from health care reform. The market has over-reacted to management talk of "overly aggressive" forecasts. Other than that faux paux, management has been exemplary and will take the company forward to a very bright future.

m*

Merger with Medco should pay off over time.

Everyone needs drugs. Long-term hold for stability & growth, tends to outperform the market on down days. LOVED BY "FLY".

As the global population ages this company is poised to be an industry leader in a growing industry.

Undervalued according to GS