McKesson Corp (NYSE:MCK)

Big Player, huge pockets and room for growth in all the industries they compete in.

I'm starting to think that medical supplies and generic drugs are the surest way to profit in the health-care sector, and if that's your game, McKesson is the best in the world.

They have succeeded in delivering on expectations and will be able to keep their customers, even increase market share after the stimulus goes away.

MCK is best of breed but my view on the overall space is mixed. I am going short ABC which is more exposed to a narrowing piece of the specialty pharmacy action. MCK has USO which I think allows them to do interesting things moving forward.

McKesson has aquired PSSI at $29 a share Mckesson expects $100M in synergies after four yr with purchase comes increase business accuistions . Good for investors

undervalued

BabyBoomers are coming of age and this company delivers and packages the meds ;)

Among many reasons, McKesson is solid in the area of payment bundling technology. Payment bundling will be a major factor for health care organizations within the next few years.

We order every thing fro McKesson. Can't run a health care office or hospital without it. They are not going anywhere.

HIGH DIVIDENDS AS BONDS PLUMMET

New Medicare billing laws put them way ahead of competitors in the time it takes them to process claims. They have good timesaving software for billing.

McKesson (NYSE: MCK) has been attracting a lot of attention recently and rightfully so: in the American Recovery and Reinvestment Act of 2009, $22 billion was pledged to modernize healthcare IT systems, and as the market leader in healthcare information technology (in 2009, 2008 and 2007 revenue, according to ‘The 2010 HCI 100 List’) MCK’s earnings growth potential looks, well, quite healthy.

But MCK could have made a compelling case for inclusion in many portfolios even without the federal government’s business. MCK is a veritable giant: not only is it # 34 on the 2010 Fortune 500 list, it’s the largest company (in revenue) of an oligopoly that effectively controls the pharmaceutical distribution industry.

Not only will aging Baby Boomers be using pharmaceuticals in the years ahead, they’re likely to be going generic, since it’s cheaper for their insurers to do so. But because generic drugs are apparently more profitable for pharmaceutical distributors (read: MCK) and since tens of billions of dollars of patented drug sales start facing competition from generics every year, MCK looks like it’s positioned for both increases in profits and revenues.

Let’s look at MCK’s financial statements to get a better sense of MCK’s current state of health. MCK’s liquidity ratios aren’t particularly impressive, even when compared to its industry (.60 and 1.10 quick and current ratios, respectively, for MCK, versus ratios of .70 and 1.20 for its industry.) It doesn’t carry too much debt, with a.57 debt-to-equity ratio and a .33 long-term debt-to-equity ratio, both of which are below industry averages. But these numbers, while fairly pedestrian, aren’t terrible, either, and remind me of why I got interested in MCK in the first place: growth.

Analysts have estimated $5.62 in EPS for 2011, which, if realized, would represent significant growth from 2010 EPS figures (it’d be a 13.99% jump from 2010 EPS estimates). The right pieces seem to be in place for a continuation of MCK’s impressive growth.

Wide moat, increasing dividend, low beta, understandable business. They're everywhere. Sounds like a Buffett pick.

stable product line, finances, industry leader and management

The company has had steady growth with low debt and a high debt rating

Given my lack of knowledge about this company all I can say is that it will follow trending.

Just getting back in. the recent drop for no (known to me) reason is of concern- but also an opportunity. Buying back in. I had my own money in this ealier and am waiting for better numbers before getting back into the market as a whole.

S&P 5 star

new phr law in effect