CVS Health Stock Looks Like A Buy - My Added Value
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- Опубликовано: 14 июн 2024
- CVS stock has been a highly requested stock for me to analyze so I hope to give you some value here.
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I think you nailed it with the format for a stock analysis in this one, really appreciate you sharing your work here.
Thanks
Bought 7,900 shares today (5/28) at 54.07.
Then of course it made a new 52 week low.
Quality CO. High Yield. ON SALE !
Thank you Sven for your insight!
My pleasure!
Hi Sven, great example of value thinking
Glad you think so!
Great analysis! Thank you Sven!❤❤ May i suggest an update of Malibu boat?
Not my kind of business
Thank you very much Sven.. Since we are talking about value investing, investing in CVS makes sense for long-term value which is what we're really talking about anyway. Dividend over 4% and good dividend growth over the last 10 years. Absolute buy? Probably in my opinion. Probably. Very informative and timely video.
Thanks for sharing
What do you think about NSC? it's trending down again. It's been hit hard because of the railroad accident.
Hey, Sven, where is your Excel calculator to analyze the mrk cap of the stocks you talk about? is it something you are considering retaking? have you seen any problem with it and therefore you are not using it anymore and/or replaced it with another tool? Thanks!
I personally don't need it as I look at the whole story, but it should work for those looking for the first indicator!
Well done Sven, thank you.
Many thanks!
Hi Sven, in the video is not mentioned why the stocks go nowhere (actually down a bit) in the last 10 ys. It would be an important question to explain in the analysis. Thanks for your videos by the way
Keep in mind there was a healhcare exuberant boom 10 years ago
Sven, you think we could cover Cenvous(CVE)? Thank you for the videos again.
thanks for suggesting
Greatly undervalued
Always interesting if a stock is trading (at least inflation adjusted) below Covid-19 lows.
:-)
Yes, totally! I bought CVS in 2020 and I waited until now to buy again. Most of my best performing stocks are dividend businesses I bought in 2020.
Yes. I have been watching CVS too. I had to choose between CVS and SBUX. I chose CVS today at 55.75. Thank you Sven!
Thanks for sharing
Thanks for video!
My pleasure!
Im so curious to hear your opinions about the latest decisions of warren buffet on selling paramount and apple.
Not value anymore
Cheap for a reason...Also...seems like a nice margin of safety if you buy now when things look very ugly. Thanks for covering this Sven.
:-)
Thanks for this video
thanks!
Hi Sven! excellent analysis.
Please make a video of Zoetis
Noted
Hi Sven, if you could buy one or two stocks at a margin of safety discount, which businesses would they be?? Just starting to think if there is a recession and everything goes on sale where is the best place to start looking??
Depends on the reaction of the market! It is also about structuring a porfolio!
Hi Sven, what do you think about LNC? It is also an insurer, and it is really down. Their book value seems to swing so wildly based on interest rates.
banks and insurers ruclips.net/video/EMhoCEYSa6o/видео.html
@@Value-Investing oh I see
The issue is that many people are not factoring in CVS' reason for their recent increased debt, which was to purchase Aetna insurance and Oak Street health which allows them to become both an insurer and a local clinic. Based on CVS being an insurer they're quite undervalued, as a retail pharmacy its a risky bet for sure.
what are the main risks that you see for the retail pharmacy business, competition?
@@francescoonorato465 I view the threat of companies like Amazon and CostPlusDrugs making a dent in popular pharmaceutical retailers like CVS and Walgreens. They're able to cut costs by shipping directly to consumers while not having to deal with brick and mortar locations, which more and more consumers prefer.
It's actually the pharmacy segment the part that is doing well right now
Thanks for sharing
Hello Sven, thank you for the great content. Could you analyze Jardine Matheson Holdings Stock :) thanks in advance again.
Thanks for sharing
Can you have a look at whirlpool?
Hm, will check but no promises
alone for this year low growth under 5 per centi think stock is worth around 70-80 USD. If they turn back to 9 EPS. its near double. in 2026. You earn around 15 per cent dividends.
thanks for sharing!
I think it would be cool CVS cut the dividend and focus on buybacks, but they will never do that because wall street and pensions funds would get angry
and they just but buybacks :-(((
@@Value-Investingwhat?
@@aleemahmed6201they just bought
@@aleemahmed6201 I think he meant cut instead of but.
Nothing is stopping you from reinvesting the dividends to buy more stocks, which is functionally the same thing - it just might be inefficient for tax purposes.
Please make a video on $CAR 🙏🙏
Thanks for suggesting
A razor thin margin business with no tangible book value and low ROIC that is facing rising costs with the inability to raise prices due to regulation. Margin compressi9n should continue. Analysts are wrong on this one.
Could not have worded it any better 👍👏
No tangible value...what about the Stores? ;) It is an essential business for every human being....as long as we are no cyborgs yet. I guess you missed the Most important Part. Better for me, I can accumulate for longer, If everybody thinks Like you :)
Guess you know more than everyone wise congrats
I wish everybody to be a lucky with an investment. A business that had over the last 8 years ROCE of 4-8%, ROIC 5-9%, operating margins went continuously down from 6 to3,6 …. There are simply better investments out there , too high risk of a value trap
Good point!
Nice Analysis ! Can you please review CAVA ?
I'll check it out
No he is right on this one we are in a super strong order block and I used to work at cvs for years. People are attached to this company but they are just having a slump. Combined with a new pandemic this company is poised to rise to 100$ again.
thanks for sharing!
I thought CVS problem was that they were getting robbed everyday. So what all this economic stuff has to do with shoplifters?
Earnings from front of store retail is pretty low - most of earnings comes from pharmacy and health benefits programs
Nothing new there
do you think current environment is not great for Value investing?
I think it is the best we have seen in a while!
Bought the fuck out of Starbucks and CVS after their drops
thanks for sharing!
anche pfizer problemi ? vacini ?
No so
I will never buy this stock bcoz whenever i go to any CVS store its always empty...For me that says everything no need of chart or valuation..
Not true, I was in NY and Chicago. Its very busy and their prices are high too.
@@user-nt5vk1is9t that might be bcoz there was no nearby other medicine store..so no competition. I live in Chicgo Suburbs, there are 3 CVS store nearby my house and also there are Walgreen and Walmart.. very rarely u will see people there in CVS. Same medicine they can get cheaper price in Walmart so y they will go there..I will buy walmart stock why CVS?
That is a fair point! Competition
Interesting. CVS in my area is always packed...at least the prescription counter is. Walgreens on the other hand...dead.
Got to have a strong stomach for this one and I'm feeling queasy.
:-)
WBA looks cheaper
Thanks for sharing
there pbm business is under pressure, revenue will decrease
the government will finally force the pbms from stealing from the tax payer.
Thanks for sharing
CVS similar to Walgreens has a MASSIVE theft problem. Losing 💵 billions per year
Just as long as Biden stays in the White House 😊
50-100 black kids running into a store and cleaning it out is probably not part of the life experience of someone in a Viking country.
Thanks for sharing
No way. Pharmacy division is a cash drain and strangled by RX mfrs. it’s a fact!
Another law suite
thanks for sharing!
o forse semplicemente era il massimo non significativo !!!???
No so