Medco Health Solutions, Inc. (MHS)
Provides sophisticated traditional and specialty prescription drug benefit programs and services for clients, members of client-funded benefit plans and individual patients.
Recs
Recs
FAOFool
(83.47)
Submitted: 11/14/2009 12:04:56 AM :
Start Price:
$61.52
MHS Score:
+1.01
Demographics play.
Recs
MrStu
(60.18)
Submitted: 9/25/2009 1:29:44 PM :
Start Price:
$53.71
MHS Score:
+7.49
United Health customers called to convert to meds by mail. push for more revenue... prescription for profits!
Recs
mks6167
(57.12)
Submitted: 9/22/2009 11:46:39 PM :
Start Price:
$56.12
MHS Score:
+7.82
If by "health solutions" you mean DRUGS, then count me in!
Recs
bgries
(37.01)
Submitted: 8/17/2009 10:28:14 AM :
Start Price:
$54.45
MHS Score:
+1.58
Large market share in the health care mail-order pharmacy business. Excellent EPS growth and earnings surprise.
Recs
Gahr
(51.15)
Submitted: 7/25/2009 10:00:44 PM :
Start Price:
$50.41
MHS Score:
+9.89
Health care reform. Several people I talk to use them for their meds. Stock Advisor newsletter makes good points.
Recs
GCALHOUN
(21.10)
Submitted: 7/12/2009 11:02:30 AM :
Start Price:
$47.11
MHS Score:
+6.27
Improves healthcare.
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59special
(< 20)
Submitted: 7/4/2009 11:17:57 AM :
Start Price:
$45.22
MHS Score:
+12.62
10/56 in Health Care Services -(63.8@A-/A)
Recs
tolstoy00
(75.93)
Submitted: 4/21/2009 10:27:56 AM :
Start Price:
$42.85
MHS Score:
+10.52
A great health care cost-containment play. During tough economic times mail-order pharmaceutical orders will increase as patients try to save money. My view on this company will change depending government health care reforms. If there is a strong move toward socialized medicine, most health care companies will turn into non-profits.
Recs
foxmantim
(< 20)
Submitted: 4/14/2009 1:32:23 PM :
Start Price:
$42.93
MHS Score:
+12.36
there will be an increased use of drug benifit programs in the future and Medco has an excellent record
Recs
limesnall
(< 20)
Submitted: 3/31/2009 8:46:24 PM :
Start Price:
$40.95
MHS Score:
+9.64
Especially as Boomers age and the quality of life is better sustained, I think we'll continue to ride the wave of generic drugs, and Medco will remain a leader of the pack.
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twholman
(< 20)
Submitted: 3/26/2009 10:42:20 PM :
Start Price:
$40.27
MHS Score:
+18.28
I think this stock shows great growth characteristics: lots of cash a great business plan (lowering prices during a recession to attract business!!) and the ability to compete with the big boys (CVS et al.).
Recs
nonzerosum
(98.07)
Submitted: 3/8/2009 11:15:50 AM :
Start Price:
$37.94
MHS Score:
-1.45
Got clobbered too much for the medicare announcement.
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TMFKopp
(96.53)
Submitted: 3/2/2009 7:39:41 PM :
Start Price:
$38.16
MHS Score:
+5.82
http://www.fool.com/investing/high-growth/2009/02/26/americas-next-top-growth-stock.aspx
Recs
Sillypaws
(< 20)
Submitted: 2/25/2009 7:13:32 PM :
Start Price:
$44.84
MHS Score:
-5.74
Extremely well run company perfectly poised for this administration.
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gdcalc
(71.89)
Submitted: 2/19/2009 3:12:04 PM :
Start Price:
$46.34
MHS Score:
-9.13
Held in mutual fund, real money.
Recs
ikkyu2
(93.86)
Submitted: 1/27/2009 3:14:26 PM :
Start Price:
$44.37
MHS Score:
+7.50
I work with these companies daily in my day job as a practicing doc.
In terms of market share, responsiveness to patients and physicians, and back end, I am beginning to feel strongly that Medco is best of breed.
The major risk, I think, is regulatory risk - the current administration may decide to alter the face of American medicine, record-keeping, and/or prescription drug benefits in a way that doesn't benefit MHS.
I am not the decider, but I think I tend to doubt this will come to pass. If anything, I suspect Medco's model will be a basis for the shape of drug dispensing to come, and so they'll probably be able to fit into whatever the new administration has in mind.
Recs
Musclespsu
(< 20)
Submitted: 1/13/2009 6:30:19 PM :
Start Price:
$40.70
MHS Score:
+21.29
People are moving from traditional retail pharmacies to mail-order (cheaper). PBMs benefit from this. Also, this company is taking away, in a big way, lives from Carmark (CVS). This is a major competitor who has already given guidance that is less that peachy for it's first quarter. Watch this!
Recs
huddaman
(97.13)
Submitted: 11/28/2008 12:32:04 PM :
Start Price:
$41.65
MHS Score:
-22.31
fundamentals of biz strong.
valuations not so attractive.
the stock will trend down.
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