NYSE:CVS

CVS Health Corp (CVS)

95.93
+1.11 (1.17%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
247 watching
0
PAST TOP PICK
(A Top Pick Aug 09/19, Up 6%) It also benefits on the insurance side. The integration with the pharma side has gone well. Earnings are expected at $7 per share and if it trades at 10 times earnings, it will be a $70 stock.
TOP PICK
A favorite of his. It has a long-term positive because it's part of the long-term solution for high American healthcare costs. CVS bought Aetna (a health insurer) and has a pharmacy division, but most importantly 1,500 Health Hubs which deal with customers' chronic health problems, which is far cheaper than going to an American emergency ward. (Analysts’ price target is $70.88)
TOP PICK
There's been a lot of negativity about the US health space, because no one knows what US healthcare reform will amount to long-term. This is an integrated healthcare provider including insurance. Trades at 9x earnings. (Analysts’ price target is $70.88)
BUY
Attractive valuation. Vertically integrated. Better positioned than Walgreens in the new world of health in the US to bring down costs. Trading at 9-10x earnings.
DON'T BUY
It is struggling with reimbursement risk and is a real political hot potato. The US Administration is looking for political wins going into elections and will likely target drug costs. He would step away right now. He wouldn't try to chase value.
BUY
He likes US healthcare, but there is political noise from America. He returned to this space in May, but through the Global Healthcare ETF, not CVS directly. He's playing US healthcare long-term, partially given aging demographics.
COMMENT

Some of the big pharma concerns are real as President Trump is against drug pricing. Ultimately he does not think it will be devastating. He likes the industry, but prefers others like Walgreens.

PAST TOP PICK
(A Top Pick Aug 21/18, Down 14%) He still likes this very much. It is coming back because investors are starting to believe management. The model is a very integrated healthcare solution. He is a buyer for sure.
BUY
The chart is fine, bouncing above $55 in May/June and moving up. Fundamentals rank high, too. Get out if it falls below $55, but he expects it to rise above $65.
PAST TOP PICK
(A Top Pick Jun 21/19, Up 10%) They just reported and raised their guidance. The integration with a health insurer is going well, so investors are relieved. It's at a super-low valuation. He expects a good return. The stock is down this year because of American politics threatening this sector.
TOP PICK
Their last two earnings reports show that the integration is going well. Reception is going well for their new health hubs (integration pharmacy, wellness, primary care) starting in Texas, and will continue to add them across the States. (Analysts’ price target is $69.00)
TOP PICK
Nice turnaround. Working the merger into their new business plan. Latest earnings were nice, and stock popped. Lots of upside potential, and the stock is cheap. Not a lot of bad things happen to cheap stocks compared to the expensive ones. Yield is 3.39%. (Analysts’ price target is $69.00)
DON'T BUY
Too much debt that they will have to pay down in the next 5 years. Wouldn't buy it at this point.
COMMENT

It depends on your investment style. This business is okay. After buying Aetna, they trade at an 8-9x multiple, but they need to execute on this buy. CVS is okay at this multiple.

DON'T BUY

He sold it. They're a vertically integrated company, but then they bought insurers, Aetna, to go from a drug store to healthcare. The latter is difficult to pull off. Also, there's the Amazon threat to enter healthcare. He needs to see they they are integrating Aetna well with a lot of capex going into their stores.

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