Comments for CVS - Stockpickr! Your Source for Stock Ideas

Comments for CVS

Added By	Comments	Type	Date Added
Rick Wulff	quality&growth with div "kicker"	Love	November 03, 2009
barrons3	This is not the case of a supermarket where Wal-Mart can offer amazingly low prices (I was there this weekend, and the dry food prices are out-of-control cheap), nor is it like the $4 drug prices that take away from Walgreen (WAG) and CVS (CVS).	Love	October 29, 2009
jhenders317	Hate the discount card	Hate	September 04, 2009
wm51c	former employee	Love	September 04, 2009
RhinoStocks	With the healthcare debate in full swing, hopes that consumers will benefit from more accessible healthcare should spur shares of CVS.	Love	August 31, 2009
barrons3	Despite rallying into the mid-30s from the mid-20s, CVS stock has a valuation well below its rivals'. Bulls see it hitting the 40s within a year.	Love	August 22, 2009
johnulu	not dependable	Hate	August 08, 2009
Tantalus	Health care play	Love	July 13, 2009
jjamesjarvinator	Good co	Love	June 24, 2009
estoring	growth	Love	May 21, 2009
Stockpickr Staff	"Why the heck aren't we down gigantically? Why aren't we looking ad major dislocations for retail and restaurants in anticipation that people won't go out because of the flu? Why, instead, are the "good" flu stocks like Walgreen (WAG) and CVS (CVS) reacting positively while the obvious sell candidates aren't going down?" <a href="http://jimcramer.rmblogs.thestreet.com/entry.aspx?q=10dfddfd-5af2-49b2-8167-9bf9010bbc12" target="_blank">"Bad News Can't Keep This Market Down," 4-28-09</a>	Love	April 29, 2009
Tendon	Solid consumer comp.	Love	April 23, 2009
steffie58	RETAIL/CHANGE	Love	March 20, 2009
tradetowin	Older Americans using more and more prescription drugs	Love	March 15, 2009
barrons3	And David Rickard, chief financial officer of CVS Caremark, said "This is an excellent illustration of the problems with mechanistic analysis. It points out potential risks that simply don't exist," as CVS has done a "phenomenal" job with its acquisitions.	Love	February 15, 2009
darnell	not growing fast enough	Hate	January 24, 2009
High Dividends	an increase of 10.50% to 7.625 cents from 6.9 cents payable Feb. 3 to shareholders of record on Jan. 23.	Love	January 18, 2009
barrons3	Citing its continued strong financial performance and significant cash generation, CVS Caremark boosted its quarterly 10.5%, to 7.625 cents a common share, compared with 6.9 cents, marking the sixth consecutive year of increases. Investors of record Jan. 23 will receive the new payout Feb. 3, and the ex-date is Jan. 21. Dividends have been paid since 1916. The nation's No. 1 provider of prescriptions, CVS Caremark changes hands on the Big Board around 26, close to its 52-week low. Goldman Sachs rates it Buy; S&P gives it a Strong Buy. Yield: 1.16%.	Love	January 17, 2009
barrons3	The most salient issue today is the debate between Doug and Justin over CVS (CVS) and the pharmacy benefit managers, with Doug saying that CVS is losing share to MedcoHealth (MHS). I think CVS really stumbled when it bought Caremark, just when it had a chance to bury both Walgreen (WAG) and Rite Aid (RAD). I think that MedcoHealth is taking share, but I worry about major contracts coming up in several years that could wreck margins for all players.	Love	January 15, 2009
Trading Nymph	7:30	Love	December 30, 2008
BobWourms	Value long term	Love	December 02, 2008
dth3545	have used them for years	Love	December 01, 2008
chazver	health and pharma stocks good in bad times	Love	November 07, 2008
barrons3	He thinks CVS Caremark (CVS) is undervalued because it sells at 11 times 2009 EPS, versus an average of 15 times for pharmacy benefits-management plays generally. He notes that half the Woonsocket, R.I.-based company's earnings come from this benefits-management portion of the business, which can play an important role in controlling the country's drug costs. Return on invested capital is improving, and the company's business mix has been remarkably resilient over time, says Pesek. He began buying in the summer of 2007, when it was in the mid-30s. It has since dropped to below 25, but he sees good potential for growth, since it has about a 18% share of the prescriptions written in the U.S. That's below Walgreens' and mail-order's share but represents a rising portion compared to independent outlets. CVS' earnings are expected to be $2.46 a share in '08, $2.77 in '09 and $3.19 in '10.	Love	November 01, 2008
Highlander86	Prescription drug provider - over 1 billion perscription last year and growing.	Love	September 04, 2008
sarah z	From a recent Mad Money show: "I think retail is a major buy, but CVS is not my favorite. We're in an early cycle rally and retail works."	Love	September 04, 2008
jmtraderguy32	low PEG (under 1.0), low P/B (under 2.0), low Debt/Equity (under 1.0), & Assets at least twice the Liabilities.	Love	September 03, 2008
cqnguyens	work	Love	July 16, 2008
toter	GROWTH	Love	July 13, 2008
High Dividends	15%	Love	July 12, 2008