CVS Health Corp (CVS) Buy, Sell or Hold

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CVS Health Corp (CVS)

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95.93

+1.11 (1.17%)

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

247 watching

DON'T BUY

Two sides to it. Pharmacy benefit side (PBM) and the retail side. Doesn't like the pharmacy benefit side. Generics pricing is an headwind. They are doing a number of right things but there is nothing to get really excited about. Prefers UNH-N.

BUY

The healthcare stocks in the US have been quite volatile. The aging population likes their pharmacy and the pickup and delivery. This one is trading relatively cheaply and is a solid business. He thinks the grocery chains will buy them up. (Analysts’ price target is $92.00)

COMMENT

CVS or BAC? He owns both and struggles to pick one over the other. Building a portfolio with different balances makes sense. CVS is a little out of favour as it is being "Amazoned". However, they have 11,000 locations in the US and have set up mini-health clinics with nurses on staff -- a good differentiation. BAC has corrected and is now trading at recessionary levels (below book value) -- extreme levels not seen since 2008 and great value.

WATCH

He has always struggled with this one because it has struggled for so long. You have to pay attention to distributors. They are looking better. They are in the midst of a turnaround. You want to see it hang in, in the face of a tough market.

PAST TOP PICK

(A Top Pick Jun 01/18, Up 27%) It was so cheap this summer. The big news is that they have closed the AETNA acquisition and he thinks there is still room to move higher. The trend to lowering health care costs is possible and this is the combination to take advantage. He thinks it will trade over $100 next year.

BUY

He likes this company. It has come down quite a bit over the last couple of years. There was some talk of the supply chain being over bloated. The merger with Aetna should be a net benefit. Good opportunity at this level.

BUY

He likes it. He bought it mid-year in a fund he manages. It is below what he paid now but represents pretty good value. They are going through a proposed merger which should be finalized by the end of the year. There are too many pharmacies out there. Pricing is also a headwind, as is food. They are doing a vertical integration with other health care companies. It is probably a $75-$105 stock. It is a defensive part of his portfolio. With the dividend it should make double digit returns. (Analysts’ price target is $92.00)

DON'T BUY

Be cautious on this name, especially with the merger, it will take a lot of time to work out. Lots of uncertainty on the US healthcare side. Prefers healthcare equipment to retail, hospitals, or insurance. Size isn’t always your best friend.

BUY

Tremendous opportunity here. Investors feared that Amazon would crush this sector, but this won't happen. They will merge with insurer Aetna soon which will me them more vertical altogether. CVS has 10,000 locations in the U.S., and 70% of Americans live near one. Most medical issues are minor and chronic, but health costs in the U.S. are expensive. So, going to a CVS instead is a lot cheaper. CVS is inexpensive with a lot of room to run.

WEAK BUY

He is bullish on healthcare. It began underperforming in 2015. It broke out recently. It is the largest industry weight in almost all of his portfolios. His biggest concern is that they have a direct exposure to pharma prices. He prefers United Health. XLV-Q plays it broadly but he does not recommend ETFs. You can see what happened to it in 2015.

BUY

He likes the space. He likes the company. He thinks you can buy CVS through Aetna Inc. (AET-N) at a 3-4% discount as both are going to merge soon and it has been approved.

COMMENT

They'll merge with Aetna, a managed-care company. The U.S. has to manage its large healthcare costs. CVS has responded by opening mini-clinics for minor ailments, like a sore throat as opposed to seeing a doctor. This is interesting. Two concerns: 1) What will Washington do with rebates around the pharmacy benefit management business; is that a threat? 2) Amazon getting into the pharmacy business.

BUY

He still really likes this. He thinks it could be a $100 stock. It is also very defensive. Good valuation and good dividend.

TOP PICK

Trades at 9x earnings. The Aetna deal with likely be approved soon, being a vertical integration in the healthcare sector. The only question is can they integrate successfully? (2.7%, Analysts' price target: $88.14)

DON'T BUY

The drug stocks are defensive. Consumer discretionary has been doing well. CVS had 19% earnings growth, and estimated 4% next year, which is not enough in a bull market to take advantage of economic strength. You could see money rotate away from this sector.

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CVS Health Corp (CVS)