Comments for MHS - Stockpickr! Your Source for Stock Ideas

Comments for MHS

Added By	Comments	Type	Date Added
barrons3	Market Perform - Price 62.81 on Nov. 23 by Raymond James Medco has targeted 2010 earnings-per-share growth of 17% to 22%, with a 5% to 10% uptick in Ebitda per adjusted script. The company remains focused on influencing the practice of medicine through therapeutic resource centers (TRCs), pharmacogenomics, and targeted research, [using]... these resources to close gaps in care....After Medco research identified the potential danger of mixing Plavix and heartburn pills, the company implemented new protocols within its TRCs, reducing the risk by 33%. Guidance remains unchanged with amortization-adjusted EPS in the range of $2.80 to $2.82 for 2009 and $3.28 to $3.38 for 2010. We are maintaining our 2009, 2010, and 2011 EPS estimates of $2.84, $3.35, and $4, respectively. We reiterate our Market Perform, given the challenging economic conditions and the company's exposure to retiree drug-spend[ing], the highest among the Big Three [pharmacy-benefit managers]. Market cap: $30.4 billion.	Love	November 28, 2009
martyde	growth	Love	November 23, 2009
Stockpickr Staff	"Medco has advanced 47% this year, outpacing major U.S. indices. The stock trades at a price-to-earnings ratio of 25, a premium to the market and health care service peers. Medco doesn't pay dividends." <a href="http://www.thestreet.com/story/10627829/2/five-large-cap-stocks-poised-to-climb.html" target="_blank">Read more here.</a>	Love	November 18, 2009
luckyducky	Earnings up 26%	Love	October 31, 2009
barrons3	Stock buybacks, another type of investor reward, also are at an all-time low since S&P started keeping tabs on them in 1998's first quarter. For the second quarter this year (the most recent data available), S&P 500 companies spent only $24.2 billion to repurchase their shares, down 72% from $87.9 billion in April-June 2008, and an 86% drop from the record $172 billion spent on buybacks during 2007's third quarter. "At the height of the buyback bonanza," said Silverblatt, "companies spent 180% more on stock repurchases than they did on dividends. Now buyback spending is just half that of dividends." On the bright side, several big companies continued repurchasing their shares. ExxonMobil (XOM) spent the most, $5.2 billion. Wal-Mart (WMT) was second, dishing out $1.9 billion. Other notables were Family Dollar Stores (FDO), Staples (SPLS) and Medco Health Solutions (MHS).	Love	October 10, 2009
Stockpickr Staff	<a href="http://www.thestreet.com/story/10601832/2/oracle-mcdonalds-top-5-large-cap-stocks.html" target="_blank">Read more here.</a>	Love	September 23, 2009
barrons3	Because of these weakened reforms, Cramer said it's OK to buy health care stocks, including HMO's like Wellpoint (WLP), Medco Health (MHS) and Express Scripts (ESRX), a stock which he owns for his charitable trust, Action Alerts PLUS.	Love	September 10, 2009
Stockpickr Staff	"Medco is up 31% this year, beating major U.S. indices. The stock trades at a price-to-earnings ratio of 23, a premium to the market and health care peers. The company doesn't pay dividends." <a href="http://www.thestreet.com/story/10593552/1/mcdonalds-baxter-top-5-large-cap-stocks.html" target="_blank">Read more here.</a>	Love	September 02, 2009
barrons3	I let the stocks tell me. Specifically, I am watching Citigroup (C), Bank of America (BAC), Google (GOOG), Apple (AAPL), Intel (INTC), Conoco (COP), Occidental (OXY), Medco Health (MHS), Express Scripts (ESRX) and Colgate (CL - commentary - Trade Now). All had been acting great on up days and not so badly on down days. If they change patterns and get hit hard, then maybe something serious is upon us. Otherwise, 3% to 5% decline ahead. But I don't think more than that.	Love	August 20, 2009
DouglasJessMcCormick	Up only slightly since I bought it. No dividend. PE 20.2	Hate	August 08, 2009
barrons3	Or how about MedcoHealth Solutions (MHS)? When I had this company on my show a couple of weeks ago, it said it was friend of reform, not a foe. Totally true. But it didn't matter. It was in the health care group. The company intimated that numbers were too low. Nobody cared. Now it blows numbers away. Mark my words: If the pattern fits, you should buy Medco right here at its 52-week high. Right here. 2011 and 2012 are built in.	Love	July 30, 2009
barrons3	And repudiation means the whole group is still too low. That mean Wellpoint (WLP), Medco Health (MHS) and Express Scripts (ESRX) will be free to make a ton of money.	Love	July 23, 2009
barrons3	Cramer's healthcare favorites include: MedcoHealth Solutions (MHS) for cost containment, Quest Diagnostics (DGX) for diagnostics, and Allscripts (MDRX) for electronic record keeping.	Love	July 09, 2009
Stockpickr Staff	TSC Ratings has rated the company a buy since December 2008. This rating is supported by several positive factors, including its growth, notable return on equity, and good cash flow from operations. <a href="http://www.thestreet.com/story/10508543/3/top-5-large-cap-stocks-for-june-3.html" target="_blank">Read more here.</a>	Love	June 03, 2009
j.b. moser	forcing consumer to use mail order	Hate	May 20, 2009
barrons3	I would include, by the way, the biotechs, which have had a great tone all year -- I think they are just getting started. I also see great action in the Medco Healths (MHS) (express scripts) and in the device companies, where even lowly worm Boston Scientific (BSX) is working!	Love	February 12, 2009
RhinoStocks	“I think Jim Cramer’s been studying the charts under his bedspread at night, because this chart is a thing of beauty,” joked Fitzpatrick. He recommended keeping a stop under Medco’s 200-day moving average to avoid getting hit by a downturn.	Love	February 09, 2009
barrons3	Cramer said the same can be said for Medco Health Solutions (MHS) and Exxon Mobil (XOM).	Love	February 05, 2009
barrons3	You can see another leg higher for UnitedHealth Group (UNH), I mentioned Medco Health Solutions (MHS) before, and now we see the Colgates (CL), Procters (PG) and Avons (AVP) moving on up. None of this was happening before the Daschle withdrawal! He's a catalyst, a catalyst because he didn't let the door hit him on the way out.	Love	February 05, 2009
fsm1991	EVERYONE IS GOING TO TAKE A PILL	Love	January 30, 2009
CharlieNY	Growth	Love	January 20, 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	8:30	Love	December 30, 2008
barrons3	One that Douglas Cliggott's been adding in the downdraft is the country's biggest pharmacy benefits manager, Medco Health Solutions (MHS), down a third from its highs to 37.32. Medco stock dropped roughly as much as the broad market did from mid-September to the end of October. That suggests indiscriminate selling of Medco, which has been beaten down to a relatively low P/E, almost 14 times forward earnings, lower than its growth rate. It's rare to get Medco at a discount to its growth, says Cliggott. For the first nine months, Medco sales rose 17% to $38.3 billion and profits 25% to $829 million, or $1.74 a share. Medco expects 2008 earnings of $2.30-$2.33 a share, up 20% from 2007, and $2.67-$2.77 next year, up 15%. And it plans to buy back some $3 billion of shares. Tough economic times could play to Medco's strength. Fast-rising heath-care costs are one of Corporate America's biggest problems, so the cost benefits of mail-order drug fulfillment and generics, for example, have wide appeal to companies and consumers. Medco attributed part of its 38% third-quarter profit jump to a rise in clients and their desire to cut drug-benefit costs.	Love	November 22, 2008
barrons3	But there also could be some winners in health care. Cliggott thinks generic drug maker Teva Pharmaceutical Industries (TEVA) could benefit from any assault on drug pricing. And the CEO of managed-care company Humana (HUM), Michael McAllister, has said that his company can benefit by bringing technology systems and other efficiencies to the insurance market. Medco Health Solutions (MHS) and Express Scripts (ESRX) also could benefit, as each offers pharmacy-benefits services.	Love	November 08, 2008
crowne management	Entered long on 9/8/08 at 48.75	Love	September 21, 2008
sarah z	From a recent Mad Money show: "This is one of the great healthcare stocks. I think they can beat the competition; they are really well run."	Love	September 16, 2008
Charles Evans	Too Long to Play out	Hate	August 14, 2008
barrons2	You can see MedcoHealth (MHS), Cardinal Health (CAH) and Quest Diagnostics (DGX) rallying, another cohort that's struggling to put in a recession bottom.	Love	July 02, 2008
itsracerx	pharmacy support	Love	June 07, 2008