I like that my value plays $KFT $T $CVS and $L.to all took off when market went down yesterday......these defensive plays will all report strong results on back of stay at home food consumption and HBO growth (AT&T) and vaccine roll out (Loblaws, CVS)......in meantime I like the aggregate 5% dividend......great natural hedge to the tech volatility ahead! (Though I like Apple, Amazon, QQQ too....this is just a nice balance in the portfolio!)
W
Amazon opening department stores? Shows the power and need for omnichannel. I have more confidence that CVS will continue to grow in digital health care than Amazon will succeed in bricks and mortar. I am long $cvs and $wmt as I believe both will take share from Amazon in their core segments. CVS has 26% share of prescriptions and growing!! (I was long Amazon until end 2020…..now out except for index funds)
W
$CAH and $CVS will be huge winners.....profitable, low valuations, inflation hedges, aging populations, government spending in health care, Covid/vaccination tail winds. Good luck longs....
W
$PFE yesterday a $cvs today - both strong beats. Love the low valuations and great strategic positions. Enjoy the return and yield but I am not planning to sell either as both companies undervalued in my opinion - analysts have been slow to upgrade as previous management teams underdelivered. Like to see share button backs from both to accelerate stock price upside!
Looks like it will be a sluggish day, but to anyone whose here, $CVS is still - down 5.92% YTD ($CI up 13.95% YTD, $UNH up 36.57% YTD, $HUM up $34.22% YTD, $ANTM up 15.24% YTD) - CVS has the lowest PE ratio of all healthcare stocks of 10x to 12x - Coming off consecutive great quarters and going to finish with a great year - new CEO - heavily involved in Vaccine administration
Price should be ($5.45 EPS ex $2 Div times 18 to 20 times) = $100
For those that believe in $CVS, please hold your position and let's make today a good day.
Honestly everything else ... energy stock weed stock tech stocks are already overpriced... investors need to recognize the value here and keep $CVS going up today.
Good news! I’ll soon be buying shares at a CHEAPER PRICE!! For those who whine about short term price movements let me tell you, I bought and I’ve held $CVS shortly before the Aetna acquisition. I held and accumulated shares through DRIP as the share price sank to $50!!! Why did I hold? Because my thesis for buying hadn’t changed despite all the attacks from the shorts!! No, I wasn’t blindly holding hoping the price went up!
Remember, if you’ve invested in a solid company and don’t need that money then TIME IS ON YOUR SIDE!!!
Not bragging but the gains in my portfolio have outperformed the S&P 500 usually by 10% on average each year! I have actively manage the portfolio but 95% of the time I BUY AND HOLD! I only sale if management has turned out bad or the fundamentals of the business has NEGATIVELY CHANGED!
Enjoy!!!
D
Everything is down except $CVS or at least not a big loss CVS is the stock to invest in for a long term
I am considering taking a large position in $CVS, I think it could be a win win regardless of the upcoming "wave" of covid. Also, the day that $CVS announce it is hiking it's dividend there will be a flood of investors in this space.
C
Who knew that I could invest in cannabinol, health care and pharmacy all in one $CVS
AITX Stock: Artificial Intelligence Technology Solutions leak adds CVS Health (CVS) to customer list - Money Midnight
$CVS $AITX
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Surprised CVS down so much pre-market on variant news. Would have thought testing, vaccines plus they can price quickly to recover inflation. $CVS as well as Pfizer, Loblaws (leader in grocery and pharmacy in Canada), FedEx and TD remain top picks and will perform even in high inflation and Corona endemic environment, I believe. Good luck longs!
Interesting news article on $CVS and $AMZN approach to home health and digital health.
AMZN also has a new head of health care today.
CVS EVP stated that he were to start a business “on the digital health side, I probably would think about plumbing. And what I mean by plumbing is, in health care, there’s nothing that works easily,” Lotvin said. “So are there tools or capabilities that you could build where companies could purchase something that would improve the member and consumer experience to make it frictionless?”
Improving the member experience and reducing the friction among all of the digital health solutions is really what CSLT’s product do.
I think this is why Walgreens and CVS are looking at CSLT as a partner or acquisition.
The retail giants are getting -- either indirectly or directly -- into home-based care. That matters, because if they didn’t firmly believe in it, they
The retail giants are getting -- either indirectly or directly -- into home-based care. That matters, because if they didn’t firmly believe in it, they
- down 5.92% YTD ($CI up 13.95% YTD, $UNH up 36.57% YTD, $HUM up $34.22% YTD, $ANTM up 15.24% YTD)
- CVS has the lowest PE ratio of all healthcare stocks of 10x to 12x
- Coming off consecutive great quarters and going to finish with a great year
- new CEO
- heavily involved in Vaccine administration
Price should be ($5.45 EPS ex $2 Div times 18 to 20 times) = $100
For those that believe in $CVS, please hold your position and let's make today a good day.
Honestly everything else ... energy stock weed stock tech stocks are already overpriced... investors need to recognize the value here and keep $CVS going up today.
Remember, if you’ve invested in a solid company and don’t need that money then TIME IS ON YOUR SIDE!!!
Not bragging but the gains in my portfolio have outperformed the S&P 500 usually by 10% on average each year! I have actively manage the portfolio but 95% of the time I BUY AND HOLD! I only sale if management has turned out bad or the fundamentals of the business has NEGATIVELY CHANGED!
Enjoy!!!
CVS is the stock to invest in for a long term
$CVS $AITX
Even on days it's supposed to "profit take", the demand is holding up!
Also shows how under priced it still is compared to other stocks.
AMZN also has a new head of health care today.
CVS EVP stated that he were to start a business “on the digital health side, I probably would think about plumbing. And what I mean by plumbing is, in health care, there’s nothing that works easily,” Lotvin said. “So are there tools or capabilities that you could build where companies could purchase something that would improve the member and consumer experience to make it frictionless?”
Improving the member experience and reducing the friction among all of the digital health solutions is really what CSLT’s product do.
I think this is why Walgreens and CVS are looking at CSLT as a partner or acquisition.
https://homehealthcarenews.com/2021/10/cvs-health-executive-underestimate-amazon-at-ones-peril/