CVS Health Corp (CVS) Buy, Sell or Hold

CVS Health Corp (CVS)

95.93

+1.11 (1.17%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

247 watching

DON'T BUY

He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.

Wealthica Track your Stocks in your Watch List

TOP PICK

The Aetna purchase hasn't officially closed; there's another round of court hearings in July then the judge decides. He expects it to pass. The companies have already integrated. He loves this integration. Low valuation that pays a nice yield just below 4%. (Analysts’ price target is $69.97)

BUY ON WEAKNESS

Why own a big pharma chain? They're battling e-commerce and there are many many locations in the US. He has sees no value in this space. Avoid it.

BUY

She does hold it in its growth portfolios. The company is going through a lot of change and is facing greater scrutiny on its operations. It only trades at 8 times forward earnings. She thinks they have the assets to offer affordable health care. They are trying to increase transparency. If you have a long term time horizon you could but it here. They offer mail delivery to compete with Amazon.

TOP PICK

Trades at book value, cheap now. They bought Aetna to get into healthcare. They have good plans reorganizing to get into this space seriously. Good upside. (Analysts’ price target is $70.48)

WEAK BUY

It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.

HOLD

He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.

PAST TOP PICK

(A Top Pick Jun 07/18, Down 15%) Sold it. A drugstore business and also bought an insurance business. Trying to vertically integrate into healthcare. Felt there was a lot of competition coming on the drugstore business, the BPM business was getting a lot of competition with JP Morgan, and Amazon trying to set up an healthcare business for themselves. Historically healthcare has been a very difficult thing going into an election. You probably want to stay out of it for a little while until the dust settles after the U.S. election.

Wealthica Track your Stocks in your Watch List

COMMENT

Buy a call at $54 in January 17, 2020 or Jan. 15, 2021 at $55? Is the latter better for the extra year? And add a put to offset the cost? They've had a good run, though it has staggered a bit recently. To buy a two years out is more like a warrant. You'll pay more for the one in 2021. This depends on your timeline--how long do you think CVS will return to its previous level. Either call is fine. Selling a put: If you sold at $55, you'd collect some premium and that would help pay for it. But if you do, all you're doing is creating a synthetic long position, and the same as owning CVS stock.

TOP PICK

The stock is very cheap, trading down to book value -- historically a great buy. It bought Aetna and a lot of goodwill. He applies a test on the return on equity and if it is above 10%, then the goodwill is of good value. CVS-N has a ROE of 14%. Yield 3.52%. (Analysts’ price target is $71.69)

DON'T BUY

Out of it now. Biggest issue in US healthcare is the political noise that hasn't died down. Issue about private insurance in the States. Aetna purchase brought on a lot of debt. Expect more volatility going forward. Retail franchise is stable, produces nice margins. If healthcare laws change, these companies are going to undergo fundamental change, and that's a big risk.

TOP PICK

It's been in the doghouse, but what will be positive is in them creating a vertically integrated healthcare service that ranges from insurance to clinics to filling prescriptions. The clinics will offer people an alternative to emergency room services, like taking your blood pressure. (Analysts’ price target is $72.44)

DON'T BUY

A value trap. It has been punished lately on its stock price and is a political punching bag that both Republicans and Democrats are beating up on. He would stay away. (Analysts’ price target is $75.00)

DON'T BUY

He sold it. It's cheap stock, but the issue is they can't integrate Aetna well. Also, they're considering a new store format from a vertical perspective to become more of a health centre. He doesn't think this vertical integration makes sense and expects more downside until CVS can show something positive from this integration. It doesn't help that American politicians are decrying rising healthcare costs.

DON'T BUY

Convenience stores have more defensibility against the online model. Fails to see topline growth. Plus, they levered up for that acquisition 2 years ago. The company will be around for a while, but at what cost.

Showing 181 to 195 of 409 entries

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

CVS Health Corp (CVS)