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
BUY ON WEAKNESS

Trend is your friend. After strong moves you tend to get small corrections.

TOP PICK

Has done fairly well, but is only trading at 14.5-15 times 2014 earnings. Some of the wind has left their sails because of competition with Walgreen (WAG-N) but that is turning around now. There is no question that this type of company is going to do very well. In Canada, about two thirds of the pharmacy business comes from the pharmaceutical side, but it is the exact reverse in the US. That is changing and will benefit companies like this. Yield of 1.35%.

BUY

Half of its business is a pharmacy benefits manager, managing not only the software programs but the distribution of pharmacy benefits in the US. The front end is a retail store, which always tends to struggle and pull down the overall business. They are doing a very good job on execution.

BUY

Reasonable valuation. Has the demo graphic tailwind behind it. 16X current earnings and 14X forward earnings. 1.5% dividend yield.

BUY ON WEAKNESS

Approaching an all time high. Seasonally they have strength from mid-July until beginning of October. Looks like an interesting opportunity. It is in a trading range. If it breaks its support you may want to put a stop just below that.

BUY

(Market Call Minute) drugstore and a pharmacy benefit manager and they are clicking along on all cylinders.

COMMENT
This is really a combination of 2 companies. Pharmacy benefit manager and drugstores. About two thirds of the revenue come from the backend store and one third from the front of the store. There is more profitability in the US.
COMMENT
Likes drugstore retailing in the US but prefers Walgreen (WAG-N) because it is more focused on drugstore real estate.
DON'T BUY
Retail drugstore chain and pharmacy benefit company. Last earnings report was disappointing. Reported that the pharmacy benefit side was going to recede and there are questions if the model is working.
TOP PICK
Like the Shoppers Drug Mart of the US. Benefiting from an aging population. Generics are growing and retail pharmacies make more money off generics then branded drugs. Continuing to grow. Weak competition.
TOP PICK
Became interested when they bought the other side of Ekerds. Had a very positive experience. Very aggressive in rebranding them and have had tremendous earnings growth off of that. Growth through acquisitions as well as internal growth.
WEAK BUY
Many of the drugstore stocks have had a tough time. This one is a very well operated outfit. Technically it is performing quite well. Prefers other parts of retail.
BUY
CVS is a very good company.
BUY
The largest drugstore chain in North America. This and Walgreens dominate the US market. A good business with high profit margins. Just did some new acquisitions and they are good at integrating these. Try to buy at $27 or lower.
TOP PICK
Includes about 1500 drugstores. Their main competitor is Walgreens that has a valuation of almost twice this stock. Had some problems a year ago, but the price dropped more than it should have.
Showing 391 to 405 of 409 entries