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Express Scripts

  • 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 »

  • An Interesting Play on Health Care

    By Matthew Frankel - April 26, 2013 | Tickers: CI, CVS, ESRX

    One of the largest pharmacy benefit managers in the U.S., Express Scripts (NASDAQ: ESRX), has grown its revenues dramatically over the past decade, even if you don’t include the acquisition of Medco Health Solutions last year.  The company is generally expected to grow its earnings significantly over the next few years, mostly due to an increased number of insured prescription customers as a result of the Affordable Care more »

  • Is Walgreen a Good Stock to Buy?

    By Meena Krishnamsetty - April 20, 2013 | Tickers: CVS, ESRX, RAD, WMT, WAG

    In the last year, the stock price of Walgreen Company (NYSE: WAG) has risen 48% following the settlement of its dispute with Express Scripts (NASDAQ: ESRX). The second quarter of the $46 billion market cap retail pharmacy’s fiscal year ended in February, with Walgreen reporting flat revenue compared to the same period in the previous fiscal year. With lower cost of goods sold offsetting increases in SGA expenses, however more »

  • 3 Drugstore Stocks You Must Own

    By Shweta Dubey - April 18, 2013 | Tickers: CVS, ESRX, WAG

    The drugstore industry is mainly driven by the growing demand for affordable medical treatment at feasible locations. 'Affordability' and 'accessibility' are the two key factors in a patient’s mind while undergoing any medical treatment. To meet the patient’s requirements, drugstores are expanding in order to provide customers with drugs and services at convenient locations.

    Additionally, the aging population and the improved usage of prescription medicines are acting as more »

  • Is Walgreen Company a Good Stock to Buy?

    By Meena Krishnamsetty - April 16, 2013 | Tickers: CVS, ESRX, RAD, WMT, WAG

    In the last year, the stock price of Walgreen Company (NYSE: WAG) has risen 48% following the settlement of its dispute with Express Scripts (NASDAQ: ESRX). The second quarter of the $46 billion market cap retail pharmacy’s fiscal year ended in February, with Walgreen reporting flat revenue compared to the same period in the previous fiscal year. With lower cost of goods sold offsetting increases in SGA expenses, however more »

  • Is Rite Aid on the Right Track?

    By Leo Sun - April 12, 2013 | Tickers: ESRX, RAD, WAG

    Shares of drugstore chain Rite Aid (NYSE: RAD) recently surged, after the third-largest drugstore chain in the United States reported a surprising return to profitability. The Camp Hill, Penn.-based company, which operates 4,600 drugstores across the United States, has underperformed its two larger peers, Walgreen (NYSE: WAG) and CVS Caremark, by a wide margin over the past five years.

    In this article, let’s examine the fundamentals at more »

  • The Winner of the Pharma Battle Royale

    By Marshall Hargrave - April 11, 2013 | Tickers: CVS, ESRX, WAG

    CVS Caremark (NYSE: CVS) and Walgreen (NYSE: WAG) are the two leaders in the pharma industry, however, the questions is, which is the better investment? A quick look at the valuation and the continued success of CVS' market share gains could mean that CVS is your best bet in the pharma industry. 

    Top pick

    CVS is the largest provider of prescription and related health care services in the U.S more »

  • 3 Reasons To Believe Better Days Are Ahead

    By Chad Henage - April 10, 2013 | Tickers: CVS, ESRX, WMT, WAG

    When a company makes a tactical mistake, there are one of three things that can happen. The company can reverse course immediately and try to control the damage. They may also decide to stay the course, unaware that they have made an error. Last, they may decide to reverse course after it becomes obvious that their results are suffering. Walgreen (NYSE: WAG) investors were treated to this last outcome, as more »

  • 3 Reasons To Believe Better Days Are Ahead

    By Chad Henage - April 9, 2013 | Tickers: CVS, ESRX, WMT, WAG

    When a company makes a tactical mistake, there are one of three things that can happen. The company can reverse course immediately and try to control the damage. They may also decide to stay the course, unaware that they have made an error. Last, they may decide to reverse course after it becomes obvious that their results are suffering. Walgreen (NYSE: WAG) investors were treated to this last outcome, as more »

  • Pharma Battle Royale

    By Marshall Hargrave - April 7, 2013 | Tickers: CVS, ESRX, WAG

    The two leaders in the pharma industry include CVS Caremark (NYSE: CVS) and Walgreen Company (NYSE: WAG), questions is, which is the best investment? A quick look at the valuation and the continued success of CVS' market share gains could mean that CVS is your best bet in the pharma industry. 

    Top pick

    CVS is the largest provider of prescription and related health care services in the U.S. The more »

  • Billionaire George Soros' Shake Ups

    By Marshall Hargrave - April 3, 2013 | Tickers: C, ESRX, JPM, LNKD, NES.DL

    Billionaire George Soros has a net worth in excess of $14 billion, and has some $25 billion in assets under management. While looking over Soros's holdings for the end of 2012 it appears he continues to bet big on financials, while also falling out of love with a couple of notable stocks.
    "It's not whether you're right or wrong that's important, but how much money you more »

  • Billionaire Leon Cooperman’s High Upside Potential Picks

    By Meena Krishnamsetty - March 29, 2013 | Tickers: ASPS, ESRX, NYX, SLM, RIG

    One way to estimate a stock’s upside potential is by looking for a low PEG ratio, which incorporates both the P/E multiple and analyst expectations for earnings growth. While analyst projections are often too rosy, investors can at least treat the PEG ratio as a screen, and then do more research on appealing companies.

    We can also use our database of hedge fund 13F filings, which we use more »

  • This Stock Just Solidified Its Dominance

    By Ted Cooper - March 26, 2013 | Tickers: CVS, ESRX, WAG

    Few things are certain in investing, but Express Scripts' (NASDAQ: ESRX) dominance of the pharmacy benefit manager (PBM) market is virtually assured after its $29 billion acquisition of Medco last year. As a result of the acquisition, Express Scripts now has more than 100 million members and controls one-third of U.S. pharmaceutical spending.

    Bargaining power

    The company's year-long squabble with Walgreen (NYSE: WAG) is a prime example of more »

  • Walgreen Is Still a Good Bet

    By Terry Chrisomalis - March 26, 2013 | Tickers: CVS, ESRX, WMT, WAG

    Even after so many years, Walgreen (NYSE: WAG) continues to grow its business in the United States and abroad. To date, Walgreen operates around 8,034 stores in the United States, Puerto Rico, and the District of Colombia.

    Walgreen's share price has been steady for a while, trading in a 52 week range of $28.43 to nearly $45 per share, its current price. Walgreen is doing well despite more »

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