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CVS Health Corporation (0HRS.L)

LSE - LSE Delayed price. Currency in USD
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65.50-16.89 (-20.50%)
As of 3:32PM BST. Market open.
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  • H
    Howie
    The train keeps rolling....

    S&P Revises CVS Health Outlook To Positive On Deleveraging And Operating Execution
  • m
    mike
    My store is averaging 20-25 shots of moderna per day. We no longer have clinics. We just give out the shots ourselves as we work so cvs is basically saving a lot of payroll.
  • E
    Esther
    the Zacks Consensus Estimate for revenue is projecting net sales of $70.36 billion, up 7.68% from the year-ago period.

    CVS NEWS:Looking at the full year, our Zacks Consensus Estimates suggest analysts are expecting earnings of $7.64 per share and revenue of $281.64 billion. These totals would mark changes of +1.87% and +4.81%, respectively, from last year.
  • m
    mike
    Everyone fears Amazon for no reason. The cash paying customers shopping for discounts on their medication were already going to Walmart and costco. Even with goodrx cvs, Walgreens, and rite aid are expensive (hence more profitable). Whenever cvs is doing well, some Amazon related news releases putting a damper on our stock. A year from now cvs shareholders will look back at this as nothing more than a buying opportunity!
  • G
    Gregory
    From a technical standpoint CVS looks to be correcting to the downside as indicated by the chart metrics mentioned earlier. It has near term declivity vectors pulling toward a 1st settlement range of $81-83.
    This remains a high quality equity for a long term hold, but it may be too early to go in on this dip.
  • R
    Rich
    Gregory, the forward PE is exactly where it’s been in the past, 10X. Difference now is that they’re actually going to grow 11-13% over the next few years as opposed to 5-6% in the last few years. It’s actually undervalued on a fundamental basis for sure.
  • S
    Sam
    CVS up sharply with heavy volume - Could AMZN be buying up to 5% shares and then make a buyout offer? CVS should not sell for anything less than $120.
  • L
    Lenny
    I'm buying any substantial dips !
    Should go to $80 near term. have puts to compensate for the drop.
  • J
    John
    Is this stock drifting back to the same-old same-old It's-always-something driftwood performance? Based on Q1 results I was convinced that it would finally get traction and move on up to $100 or more in the coming months. Was I wrong? A $6 drop from the Q1 spike is not encouraging.
  • E
    Esther
    Boycott Amazon, it’s monopoly is bad for the economy
  • H
    Howie
    RBC takes its price target north of 100. Average EPS estimate is 8.24 for 2022.
  • w
    wodicka
    I heard about CVS the other day on (http://Pick-stocks.com). It’s looking like an interesting play.
  • S
    Sam
    Twice I received OTC drugs from Amazon with expiry date of just a few months (I thought the law says it must be at least one year). I stopped buying drugs from Amazon, especially if they are offered by a third-party over which Amazon has very little control.
  • P
    Patti
    Haven Health - Amazon's joint venture with JPM and Berkshire, was to provide affordable healthcare to its employees. It was a fail. Amazon has about 1.3 million employees and growing. It has a vested interest to reduce its healthcare costs. AMZN employees are spread out throughout the US. IMHO it would be in the best interest for CVS and AMZN to work together. CVS has nearly 10,000 locations and 76% of the US population lives within 5 miles of a CVS. CVS is continuing to roll out its HealthHubs making healthcare local for its Aetna insurance members. Enough said.
  • g
    gary
    Guess what? CVS will be down again today…
  • W
    WishThink16
    Just completed paying down $2.4B in debt today for the second quarter. Paid off $3.05B in Q1 and a combined $12.75B in the last 4 quarters. Not too shabby! Also refinanced $6B to avg. 1.75% from avg. of 4% in back half of last year. No more scheduled debt maturities until 7/1/2022...more than a full year. Bring on the tender offers over the next 4 quarters! They will easily be able to pay off $5-$8B depending on whether or not they want to refinance upwards of $10B in debt due in 2038/2045/2048. They can pay off $5B if they decide to refinance and $8B if they decide not to. Translates to share repurchase resumption in late Q2 or late Q4 depending on what they decide to do. Either way they are on pace to do $6B in repurchase annually along with a 50% increase in the divvy (total of $4B annually). Oh.....and pay down avg $2.5B in debt annually too for the next 10 years. Investor Day on December 9th is gonna be a highly anticipated event and will provide a springboard for the share price.
  • G
    Gregory
    Right now CVS looks to be in the possible latter stages of forming a head and shoulders pattern since late April. But the weak volume of the past few sessions makes it suspect as a strong indicator- it could go either way. But it’s rapid rise over the past 6 months might give good reason to anticipate a correction soon to the $80-$82 range.
  • S
    Sam
    Before announcing that he is leaving AMZN, Bezos said that one day Amazon will fail. I think the time is coming fast: Their joint health care venture with JPM and Berkshire shutdown; their on-line pharmacy is not doing well; their grocery business has hardly made a dent and Walmart and Supermarkets are thriving; AMZN Basics is in news - their electronic products are exploding or catching fire (FTC is investigating). Walmart on-line business is growing fast giving AMZN stiff competition. AMZN is desperate and now want to get into physical pharmacies - they could acquire one of retail pharmacy chains (just like they acquired Whole Foods).
  • H
    Howie
    Many realize "healthcare" is where the money is at and for large companies, where their big expenses are at....so it really shouldn't come as too big of a surprise that Apple wanted to offer primary care by Apple employed doctors. 2016, Apple launched a plan, codenamed Casper, to offer primary-care medicine, the WSJ reported.
  • S
    Sam
    JPM, Berkshire, Amazon formed a joint venture for health care but soon found out it's not easy to enter this market and they shut down their joint company. Amazon announced on-line pharmacy with great fanfare but it fizzled. Market overreacts anytime someone announces new initiative in health care. CVS is well established company with solid store locations and customer base supported by Aetna - but its stock so undervalued when compared to UNH and others in terms of PE and dividend yield. CVS should revisit 115 again (last time it hit that mark in 2015).