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CVS Caremark Corp

  • Is Rite Aid’s Rally Sustainable?

    By Dan Moskowitz - June 18, 2013 | Tickers: CVS, RAD, WMT, WAG

    Rite Aid (NYSE: RAD) is up 130% year to date. But how is it possible that a company much weaker than its peers can make such a significant move over such a short time frame? 

    When companies trading in the low-to-mid single digits make significant improvements to their business models, the upside potential is enormous. Sometimes this comes in the form of renewed growth, but those situations are rare. In more »

  • Should You Buy Stocks Discarded By Warren Buffett ?

    By Mark Morelli - June 18, 2013 | Tickers: BRK-B, BRK-A, CVS, DE, JNJ

    You may know the phrase "..... our favorite holding period is forever," part of a famous line uttered by mega-billionaire investor and philanthropist Warren Buffett. However, occasionally, stocks that are part of the portfolio of his holding company Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) are sold off, or the stake is reduced. It is done mainly to free up funds for other stocks that Mr. Buffett or his investment managers think more »

  • Is Walgreen Innovating Itself into Oblivion?

    By Paul Sangrey - June 17, 2013 | Tickers: CVS, GNC, RAD, WAG

    Walgreen (NYSE: WAG) was named the to Fast Company's list of Most Innovative Health Companies last year for the second time in only three years. Furthermore, their 2012 Annual Report was filled with new ventures. It bought drugstore.com. It launched a pilot program, transforming many of its stores into what it calls "Well Experience stores," where the pharmacists are located in front of the stores. It bring in more »

  • Is This Pharmacy's Turnaround Done?

    By Eric Novinson - June 17, 2013 | Tickers: CVS, RAD, WAG

    Bulls who backed the struggling pharmacy Rite Aid (NYSE: RAD) last year have been rewarded. This pharmacy's turnaround efforts proved the naysayers wrong. Rite Aid is priced like a profitable company now, although by one metric it's still a major bargain. Now investors wonder whether this pharmacy stock's rally can continue. Drug industry trends and other pharmacies' recent moves could help answer this question.

    Macro Trends

    CVS more »

  • Expect Something Extra From CVS Caremark?

    By Nick Chiu - June 12, 2013 | Tickers: CVS, ESRX, WAG

    Thinking about investing and profiting from healthcare reform? CVS Caremark (NYSE: CVS), with its unique position and well defined growth strategies, is poised for more long-term growth. CVS Caremark is the largest integrated pharmacy company in the United States with offerings across the entire spectrum of pharmacy care, including retail and specialty pharmacy, pharmacy benefit management (PBM), and retail health clinics. With its unique market position as the only fully more »

  • Drugstore Chains: Time for a Change?

    By Matthew Frankel - June 11, 2013 | Tickers: CVS, ESRX, WAG

    Walgreen (NYSE: WAG) has been one of my favorite stocks in the market for some time now, and I have recommended it several times. Since the last time I wrote about the company (early March), Walgreen is up by over 17%, so congrats to whoever listened to me and bought. This type of a gain in such a short time period produces another dilemma. It makes us ask the question more »

  • This Company's Widening Moat Swallows Competitors

    By Ted Cooper - June 11, 2013 | Tickers: CVS, ESRX, WAG

    Rare is it for a company to push around the likes of Walgreen(NYSE: WAG) and CVS Caremark (NYSE: CVS), but that is just what Express Scripts (NASDAQ: ESRX) is managing to do.

    The massive pharmacy benefit manager ended a year-long standoff with Express Scripts coming out ahead while Walgreen suffered irreversible damage. Meanwhile, CVS is quaking in its boots as it is now the last remaining giant for more »

  • Investing in Your Corner Drug Store

    By John McKenna - June 10, 2013 | Tickers: CVS, RAD, WAG

    As the health care law enters its last few stages of implementation, and with the looming “patent cliff” on the horizon for many drug companies, the state of the health care industry in America is in limbo. One area that is the most curious for many people, and many investors, is in pharmacies, and how they will respond to the growth of generic drugs on the market, as the upcoming more »

  • Without Walgreens You Are Missing Health Care's Transformation

    By Dana Blankenhorn - June 7, 2013 | Tickers: CVS, WAG

    The transformation of American health care – more preventive care, more customers with insurance – remains controversial. But it's ongoing.

    And the best place to see it is in the accelerating numbers turned in by the biggest drug chains, Walgreens (NYSE: WAG) and CVS (NYSE: CVS).

    Both chains have opened mini-clinics in some of their stores, where nurse practitioners and physicians assistants perform many functions general practitioners have in years past more »

  • This Acquisition Is A Steal: Buy The Buyer

    By Nicholas Kitonyi - June 6, 2013 | Tickers: CVS, SCI, STEI, STON

    Investing in death is one of the most unconventional thoughts in the financial fraternity. In most cases, those who invest in death never get to enjoy the benefits. The beneficiaries do. However, there are a few companies which give investors the rare opportunity to enjoy the benefits of death. One of those companies is Stewart Enterprises (NASDAQ: STEI). The company provides funeral and cemetery products and services in the death-care more »

  • Want Shares of a Legal Drug Dealer?

    By Chris Hodge - June 3, 2013 | Tickers: CVS, GNC, WAG

    I've been on a drug manufacturer kick lately, but I've gotten to thinking about how many disadvantages they have. While the manufacturer gets the most profit out of a successful drug, they also feel the pain when a lot of their potential drugs never get through clinical trials and have to be dropped. But what about the companies that can sell successful prescriptions or supplements, as well as more »

  • Does This Drugstore Have More Upside?

    By Nick Chiu - May 29, 2013 | Tickers: CVS, RAD, WAG

    Rite Aid (NYSE: RAD) is one of the nation’s largest drugstore chains, operating drugstores in 31 states across the U.S. and in the District of Columbia. Rite Aid continues to rally despite its declining same-store sales for April. In fact, Rite Aid’s share price has more than doubled since the beginning of the year, outperforming both Walgreen (NYSE: WAG) and CVS Caremark (NYSE: CVS). Walgreen has advanced more »

  • Value Investors First Pacific Advisors: What’s It Bullish On?

    By Meena Krishnamsetty - May 28, 2013 | Tickers: AON, COV, CVS

    Hedge funds are required to file 13F forms with the Securities and Exchange Commission after the end of each calendar quarter. One of the funds we track is First Pacific Advisors, managed by Robert Rodriguez and Steven Romick. We will review the five largest equity holdings of First Pacific, via its first quarter 13F. The original filing can be found here, and it’s important to note that piggybackers can more »

  • This Company Is Making a Killing on the Patent Cliff

    By Mohammed Shaaban - May 22, 2013 | Tickers: CVS, RAD, WAG | Editor's Choice

    If you have been following the pharmaceutical industry lately, then you're probably no stranger to the "Patent Cliff" phenomenon that the industry is facing. The giant pharmaceutical companies are struggling to get new medications approved to replace the onslaught of blockbuster drugs that were approved in the 1990s, and are currently going off patent year after year.

    This following is a chart depicting the number of new medications approved more »

  • OTCs and then Some

    By Kyle Vaughan - May 21, 2013 | Tickers: CVS, ESRX, WAG

    My grandfather still uses the word "drugstore" to describe a general retail establishment where one can purchase medication, food and beverage items, and a variety of other household consumer goods. His perception of this type of store came long before the nationwide rise of Wal-Mart, Target, and dollar stores that now dominate retail. Although barriers to entry may appear to be tall, Walgreen (NYSE: WAG) is showing no signs of more »

  • 2013's Top 5 Companies for the Ordinary Investor

    By Kyle Colona - May 20, 2013 | Tickers: CVS, HD, JNJ, SBUX, WFM

    Since joining The Motley Fool blog network in January, my articles have linked public policy issues and current events to market sectors and companies in those sectors for ordinary investors to consider. This article takes a look at 5 of those suggestions across a number of market sectors based on first quarter performance and prospects for continued growth.

    The Health Care Sector

    Since the financial crisis of 2008 through the more »

  • Will Rite Aid’s Rally Continue?

    By Lior Cohen - May 20, 2013 | Tickers: CVS, RAD, WAG

    The health store sector isn’t showing signs of recovery; revenues of leading drugstore chains remained stable as in the case of Walgreen (NYSE: WAG) or slightly declined as in the case of Rite Aid (NYSE: RAD). And yet these companies’ stocks continue to trade up. The company that led the charge in the stock market in recent months was Rite Aid as its stock spiked by more than 91 more »

  • The Pharmacy America Trusts Fights Back

    By Nauman Aly - May 20, 2013 | Tickers: CVS, ESRX, WAG

    Walgreen (NYSE: WAG) recently made mistakes that temporarily affected its stock in a negative way. Its greatest error was choosing to not participate in the Express Scripts (NASDAQ: ESRX) program, which is a very popular program among Walgreen customers. This move caused Walgreen to lose millions of customers to competitors, such as CVS Caremark (NYSE: CVS), and other pharmacies like Wal-Mart.

    Luckily for investors, Walgreen decided to reverse this decision more »

  • Good News For Health Care Stocks

    By Reuben Brewer - May 17, 2013 | Tickers: CAH, CVS, NVO

    New research shows that Medicaid coverage leads to an increased use of health care services. That's not surprising, but it does have big implications for health care stocks.

    The Oregon Study

    The New England Journal of Medicine recently released the results of an important study. The Oregon Study, as it's called, tracked that state's test of randomly assigning lower-income adults into two groups, one that received Medicaid more »

  • Retail Pharmacies Have the Profit Remedy

    By Kyle Colona - May 10, 2013 | Tickers: CVS, ESRX, WAG

    The retail pharmacy sector had an excellent first quarter across the board. These outfits offer investors a safe harbor in the choppy water of the overdue economic recovery. This article will focus on the three key players: Walgreen (NYSE: WAG), Express Scripts (NASDAQ: ESRX) and my personal choice, CVS Caremark (NYSE: CVS). All three reported strong sales, and the share price of each saw solid gains in the first quarter more »

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