Express Scripts

  • What Is the Best Play on Retail Pharmacies?

    By Matthew Frankel - July 31, 2013 | Tickers: CVS, ESRX, WAG

    CVS Caremark (NYSE: CVS) is one of my favorite “safety” stocks, that is, a company that is well positioned to do well in any type of economic environment. The company makes well over half of its money from its pharmacy services, and with the aging U.S. population and new health care laws, demand for prescription medications isn’t going anywhere anytime soon. 

    My only concern is that with shares more »

  • Drug Stores Set to Profit From Obamacare

    By Phillip Woolgar - July 30, 2013 | Tickers: CVS, ESRX, WAG

    As the implementation of Obamacare moves forward, drug stores are set to profit from it, as people who were previously not receiving treatment now have that option. The switch has many pharmacies changing operations, as they get ready for Obamacare's full implementation in 2014.

    Walgreen is re-branding 

    Walgreen (NYSE: WAG) is re-branding over 370 locations into "Healthcare Clinics," and this shows the company is gearing up to provide medical more »

  • Billionaire Leon Cooperman on an Alpha Spree

    By Marshall Hargrave - July 25, 2013 | Tickers: ESRX, QCOM, SD

    Billionaire Leon Cooperman appeared at the CNBC Delivering Alpha conference last week to tout his top picks. His Omega Advisors hedge fund has nearly $6.5 billion in assets under management. Cooperman started out by reiterating his love for SandRidge Energy (NYSE: SD), noting that the company will not go bankrupt. 

    SandRidge is the controversial oil and gas company that Cooperman believes has mismanaged assets. The company operates various drilling more »

  • Which Medical Services Leader is the Best Bet for Profits?

    By Marina Avilkina - July 22, 2013 | Tickers: AIRM, ESRX, UNH

    Air Methods (NASDAQ: AIRM), UnitedHealth Group (NYSE: UNH) and Express Scripts (NASDAQ: ESRX) are in a niche category of medical services. Should you invest in Air Methods to reap solid benefits in the future? Or do you think UnitedHealth can transform your investment into a profitable one? Is Express Scripts the right stock to invest in now? The following article focuses on the answers to these questions.

    Business updates

    Air more »

  • Brave Warrior Capital’s Top Stock Picks

    By Meena Krishnamsetty - July 15, 2013 | Tickers: SCHW, ESRX, ORCL, VRX, VPRT

    We track quarterly 13F filings from hundreds of hedge funds, including Glenn Greenberg’s Brave Warrior Capital, using the results to help us develop investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year).

    The information from individual managers’ filings, even though it is a bit out of date by now (the more »

  • Generic Drugs Set to Improve Margins at Drug Stores

    By usman iftikhar - July 12, 2013 | Tickers: CVS, ESRX, RAD, WAG

    For U.S. markets, the expiring patents and increasing demand and availability of generics are going to be some of the crucial elements affecting the future profitability of drug store operators. This trend was seen in the recent results reported by Walgreen (NYSE: WAG) and Rite Aid (NYSE: RAD).

    The substantial effects that the increase in the market share of generic drugs (in both prescription and over the counter market more »

  • Why This Drugstore Stock Got Dragged Down

    By Marshall Hargrave - July 3, 2013 | Tickers: CVS, ESRX, WAG

    Walgreen (NYSE: WAG) was down almost 10% last week despite an 18% year-over-year improvement in earnings. But Walgreen posted fiscal 3Q EPS of $0.85, $0.06 below analyst estimates. Margin expansion was smaller than expected and customer traffic in comparable stores decreased 3.9%. Despite the downturn, Walgreen has still outperformed chief competitor CVS (NYSE: CVS) by nearly 30 percentage points over the past year. 

    So what's the more »

  • Take One of These and Call Me in the Morning

    By Chad Henage - July 1, 2013 | Tickers: CVS, ESRX, WMT, WAG

    Take a growing industry, a company that knows how to capitalize on that growth, and a good value, and usually you have a winning combination. It seems pretty obvious that CVS Caremark (NYSE: CVS) is positioned to benefit from two huge growth opportunities. The company not only will benefit from the increased usage of prescription drugs, but also from the aging population that relies on these medications. Given that CVS more »

  • For This Stock, It Is Hold or Get Ready to Move In

    By Naomi Warmate-Igwe - July 1, 2013 | Tickers: AIRM, ESRX, UNH

    Air Methods (NASDAQ: AIRM) is a global leader in air medical transportation and has been in the business for three decades. The company has more than 300 operation bases serving 48 states, in addition to eight maintenance centers and a national communications center. The firm’s stock has been undergoing heavy selling, and there are signs that the stock is oversold at this point.

    Air Methods shares closed on June more »

  • Is It Time To Invest in This Drugstore?

    By Leo Sun - June 26, 2013 | Tickers: CVS, ESRX, RAD, WAG

    Shares of Walgreen (NYSE: WAG), the largest drugstore chain in the U.S., recently tumbled after the company missed analyst estimates on both the top and bottom lines for its third quarter. Walgreen earned $0.65 per share, or $624 million, up 16% from the prior year quarter. Revenue rose 3% to $18.31 million. Wall Street had been more optimistic, expecting the company to earn $0.91 per share 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 »

  • 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 »

  • 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 »

  • 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 »

  • Playing the Pharmaceutical Distribution Stocks

    By Anh HOANG - May 7, 2013 | Tickers: ABC, ESRX, WAG

    According to Barron’s, Maxim Group ranked Express Scripts Holding Company (NASDAQ: ESRX) as a buy after its better-than-estimated first quarter earnings results. Since the beginning of the year, Express Scripts has experienced a gain of 10.4%, lower than the S&P 500’s gain of nearly 11%. However, in a longer historical time horizon of 5 years, the company has gained more than 67.5%, leaving the S more »

  • 3 Wide Moat Stocks Worth Following

    By Jordan Wathen - May 7, 2013 | Tickers: CHRW, ESRX, WU

    Warren Buffett coined the phrase “moat” to define the strength of a company's competitive advantage. Most companies have little to no moat, or protection from their competition. Others have very wide moats, meaning that they have structural advantages that keeps competition at bay.

    When one thinks of a company with a wide moat, they usually think of very large businesses with scale, like Coca-Cola or Wal-Mart. Both have a more »

  • Settlement Turns Walgreens Into A Monster

    By Dana Blankenhorn - May 2, 2013 | Tickers: CVS, ESRX, WAG

    Since settling its dispute with ExpressScripts (NASDAQ: ESRX) Walgreen (NYSE: WAG) has been on fire, with the stock rising 61% against a 20% gain for rival CVS Caremark (NYSE: CVS).

    What's going on? And can Walgreen keep it up?

    The PBM Dispute

    ExpressScripts is a Pharmacy Benefit Manager, or PBM, and the country's largest. It acts as a gatekeeper between the insurance industry and drug benefits. If you more »

  • 3 Healthcare Picks From Janus Fund

    By Reuben Brewer - April 30, 2013 | Tickers: ESRX, PRGO, VRTX

    Janus Fund (JANDX) bares the name of the fund family behind it. The flagship offering focuses on growth. Three healthcare stocks that underperformed for the fund in 2012 still appear to have growth potential.

    Growth

    Janus Fund focuses on growth. In its search for companies with “earnings growth potential that may not be recognized by the market at large,” management starts at the ground floor. Building its research and portfolio more »

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