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Thank you for your analysis. what is the reason for CVS high debt? In my opinion, CVS would do better to stop paying dividends and instead - pay back debt and buy back shares. That would be much more beneficial on the long run
I was thinking about selling last month. Missed my chance. Too much competition in health, too much debt, and macroeconomic conditions are garbage thanks to bad policies. I’ll sell once I get back to natural unless something changes.
I'd personally drop grahams valuation model from this and put CVS's intrinsic around $67. Making it around a 18% or so margin of safety currently. I think they'll figure things out, healthcare stocks have been having a hard time here as of late anyways. Always look forward to your uploads! You rock man!
I bought last year at around $65 and a fairly large position, so as nice as it would be to buy more to average down, just going to see where it goes for now and hope this was an overreaction in the market. Still seems like a solid $75 stock with its moat and dividend included.
Really good video. Stopped doing my uni work to watch 😂. CVS and Starbucks are great buys today, was wondering if we could get a global payments analysis too?
Please don’t let these videos stop you from your uni work 😅 Thanks I appreciate your kind comment and support. I will try for GPN but there are so many stocks that are getting hammered today! A LEG video is dropping very soon.
Comparing stocks vs their sector is rarely meaningful, especially in a sector as diverse as healthcare. Comparing vs. sub-Industry or top 5 most similar companies would make a lot more sense. CVS might make sense to buy in a year once the pent-up Covid demand for procedures has subsided.
That sure was a big price drop. I have a small holding in CVS (only 100 shares) at an average of $58, so have been in the green for quite some time. Today's slip into red took me by surprise, to be honest.
Additional to that all, I am disappointed by the management. Instead of keeping paying dept down as they did the last recent years, last years they increased it. OK, they did some investments but after other health stocks dropping so hard last year they did not see this coming? I am getting out with a significant loss and put the money elsewhere.
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It's crashing because I bought, sorry guys
Haha, I feel you 🤣Not with CVS but in general.
Oh I thought it was me 😂
buy some more so it will hit my limit buy price
Same, Brett. 😢
Same
Thank you for your analysis. what is the reason for CVS high debt?
In my opinion, CVS would do better to stop paying dividends and instead - pay back debt and buy back shares. That would be much more beneficial on the long run
Buy n hold cvs..at
.$.55.hopefull growth...nice stoxk..🎉🎉
I was thinking about selling last month. Missed my chance. Too much competition in health, too much debt, and macroeconomic conditions are garbage thanks to bad policies. I’ll sell once I get back to natural unless something changes.
I'd personally drop grahams valuation model from this and put CVS's intrinsic around $67. Making it around a 18% or so margin of safety currently. I think they'll figure things out, healthcare stocks have been having a hard time here as of late anyways. Always look forward to your uploads! You rock man!
I bought last year at around $65 and a fairly large position, so as nice as it would be to buy more to average down, just going to see where it goes for now and hope this was an overreaction in the market. Still seems like a solid $75 stock with its moat and dividend included.
Whew ! I sold my shares at the end of 23. Glad I did. Not planning on getting back in
Really good video. Stopped doing my uni work to watch 😂. CVS and Starbucks are great buys today, was wondering if we could get a global payments analysis too?
Please don’t let these videos stop you from your uni work 😅
Thanks I appreciate your kind comment and support.
I will try for GPN but there are so many stocks that are getting hammered today!
A LEG video is dropping very soon.
Comparing stocks vs their sector is rarely meaningful, especially in a sector as diverse as healthcare. Comparing vs. sub-Industry or top 5 most similar companies would make a lot more sense.
CVS might make sense to buy in a year once the pent-up Covid demand for procedures has subsided.
I bought for like 52€ or sth and they were doing okay until they dropped yesterday I dont know what happend
That sure was a big price drop. I have a small holding in CVS (only 100 shares) at an average of $58, so have been in the green for quite some time. Today's slip into red took me by surprise, to be honest.
bragger
@@maxp2570 what? I don't think having 100 shares is much to brag about.
Additional to that all, I am disappointed by the management. Instead of keeping paying dept down as they did the last recent years, last years they increased it. OK, they did some investments but after other health stocks dropping so hard last year they did not see this coming? I am getting out with a significant loss and put the money elsewhere.
Seems to be an odd set of companies to compare with CVS. Why is it not compared to Walgreens Boots?
CVS main business is health insurance. They merged Atena in 2019 and it’s their most profitable segment
Wow we have a massive sale here!
Excellent analysis 🦾
Thank you my friend! 😊
bought it at 54.45 dollars. good or bad
Timmmmmmmmmmmberrrrrrrrrrrrrrrr
The CEO of CVS needs to step down.
Diluting shares while increasing the dividend. Easy no for me.
CVS is too expensive
is that based on some actual analysis, or a random feeling?
CVS is being poorly managed, it’s time to replace top management.
first :p thanks for the analysis !!
My absolute pleasure! 😊
Strong content here as always
Holding out to under $50.
It could arrive very soon! Let’s see.
yes 50
Soooooo did he say buy or dont buy 😂
The total dept really worries me
I'd check out Cameron Stewart's video about cvs. He does a deep dive into the debt situation.
@@bryanmclaughlin1048 It is outdated now. They increased dept after paying it down in recent years.