Medco Health Solutions

  • The Silver Tsunami

    By Danny Vena - May 29, 2012 | Tickers: CHSI.DL, CTRX, ESRX, MHS.DL

    The United States is at the forefront of what has been popularly characterized as the Silver Tsunami, a term used to describe the retirement of The Baby Boomers, those born between 1946 and 1964.  This snippet from an article on the subject: 

    The start of the new year marks yet another milestone for America's Baby Boom generation, one they are not likely to welcome. The first of the baby more »

  • Don’t Be Fooled: Walgreen Still Not a Buy

    By Tim Brugger - May 2, 2012 | Tickers: CVS, ESRX, MHS.DL, WAG

    The article on Walgreen Company (NYSE: WAG) toward the end of last year was a less than ringing endorsement for what appeared to be an undervalued option in the pharmacy/retail sector. At the time the alternatives – including industry leader CVS Caremark (NYSE: CVS) and Medco Health Solutions (UNKNOWN: MHS.DL) – appeared to be expensive in comparison.

    And now with CVS’ recent earnings announcement the disparity is likely to get even more »

  • You Might Not Have Wanted This Benefit From The MHS ESRX Merger

    By Laurie Frederiksen - April 12, 2012 | Tickers: ESRX, MHS.DL, MRK

    Many investment clubs which use bivio for their record keeping, owned Medco Health Solutions (UNKNOWN: MHS.DL).  They received their shares when it was spun off from Merck (NYSE: MRK) in 2003.  Recently (April 2, 2012),  Medco was acquired by Express Scripts (NASDAQ: ESRX).  If you were an owner of Medco, you received $28.80 cash plus .81 shares of ESRX for each of your Medco shares.  You also received some more »

  • Could Express Scripts Reach $100 This Year?

    By Helen Hagan - March 26, 2012 | Tickers: CHSI.DL, ESRX, MHS.DL

    An aging population makes the healthcare industry one that will continue to grow despite other economic trends.  Within the industry are several ways to play it; equipment manufacturers, service providers, drug companies, or pharmacy benefit managers.  I think the benefit managers offer the best ability for some long term growth.  Below I will talk about Express Scripts (NASDAQ: ESRX) and why I think it should be added to portfolios looking more »

  • Are Pharmacy Benefit Management Companies Really Evil?

    By Andrew Dillard - March 5, 2012 | Tickers: CVS, ESRX, MHS.DL

    This morning I was reading a colorful article by CNBC’s Senior Stock Commentator Herb Greenberg about the problems with the pharmacy benefit management industry.  In his article Herb egregiously attacks PBMs such as Express Scripts (NASDAQ: ESRX), Medco (UNKNOWN: MHS.DL) and CVS Caremark (NYSE: CVS) arguing that PBMs are “one step removed from a legal drug cartel” and “the inner-workings of PBMs and the mechanics of the deals they more »

  • Top Ten Most Shorted Stocks: Express Scripts

    By Chad Henage - February 12, 2012 | Tickers: ESRX, MHS.DL

    I'm going to be blunt and say it, I have no earthly idea what shorts are thinking shorting Express Scripts. Shorting the company seems like one of the worst ideas I've seen. The first reason I don't understand shorting the stock, is the shares appear currently undervalued. With future earnings growth of 15.84% and a P/E of less than 14, just a move to a PEG of 1 would indicate an upside of about 15%. Let me walk you through another few reasons I think shorts are crazy on this trade.

  • Two Companies That Should Pay A Dividend

    By Chad Henage - February 1, 2012 | Tickers: ESRX, MHS.DL

    There are two companies in the same industry that seem to be so awash with cash that they can't spend it all. I have an idea, give some of it back to your shareholders in the form of a dividend! The two companies I have in mind are Express Scripts (NASDAQ: ESRX) and MedcoHealth Solutions (UNKNOWN: MHS.DL). Now to be fair, both companies have retired a chunk of their shares in the last year. Since buying back shares reduces the total this should bode well for the two companies future earnings per share. However, many investors would prefer to receive the cash in their pockets instead of buying back shares.

  • 2 Medical Stocks to Buy, 3 to Avoid in 2012

    By Michael French - January 18, 2012 | Tickers: AMGN, CRVL, MHS.DL, MD, ONXX

    As we get closer to the health care reform legislation becoming effective, many people are looking for prospective healthcare plays.  Many health care companies have seen a pretty marked increase in volume and volatility as of late as news sheds light as to how particular provisions of the new law will affect various healthcare subsectors.  In this article, I analyze key companies that a may see an outsized impact due more »

  • Price The Market Part 40

    By Glen Bradford - January 12, 2012 | Tickers: LH, MCK, MHS.DL, MDT, MRK

    Hi, my name is Glen Bradford and I am sitting in a Developer Workshop at the University of South Florida. What am I doing? I'm sitting in the front row pricing the market. Let's do this.

    266. Laboratory Corp. of America Holding (NYSE: LH) looks relatively cheap to undervalued to me. Target: $85-$100. For their rate of growth their P/E isn't high enough more »

  • Predictions for 2012

    By Nikhil Shamapant - December 27, 2011 | Tickers: AFL, AAPL, ATPAQ.PK, GLW, MHS.DL, NBS, GAME

    Before the New Year begins, I figure I should make a few predictions for 2012, just for fun. This blog is copied from my CAPS blog post, but modified a little bit.

    Here I go:

    1. ATP Oil and Gas (NASDAQOTH: ATPAQ.PK) will FINALLY get its footing. There will be a gigantic short squeeze and the stock will fly. I'm actually in the process of synthesizing 30 articles of more »

  • Sure Walgreen’s is Cheap, and for Good Reason

    By Tim Brugger - December 21, 2011 | Tickers: CVS, ESRX, MHS.DL, OCR, WAG

    As a proponent of value investing, I’m always on the lookout for inexpensive stocks relative to others in their industry. So you’d think a well-known company like Walgreen Co. (NYSE: WAG) would fit the bill. Alas, it is not to be.

    Too Many Problems

    Though Walgreen is first and foremost a chain of pharmacy stores, they also offer customers a diversified line of consumer products. At first glance more »

  • What is the Fallout from Walgreens' War?

    By Andrew Dillard - December 8, 2011 | Tickers: ESRX, MHS.DL, WAG

    As we head to the New Year, many Americans who have prescription drug benefits could be facing a difficult decision.  Walgreens (NYSE: WAG) is locked in a bitter dispute with one of the largest pharmacy benefit management company, Express Scripts (NASDAQ: ESRX). This clash of the titans is an epic battle, and could have significant impacts to the average consumers.

    Express Scripts is a leading PBM in the United States more »

  • How Big of a Deal is a Patent Expiration? Just Ask Pfizer

    By Elizabeth Magill - November 27, 2011 | Tickers: ACT, AZN, CHSI.DL, MHS.DL, PFE

    Countdown to Lipitor loss of exclusivity. How do you substitute the blockbuster sales of one of the most successfully branded prescription medications after its patent protection is lost? Pfizer has some strategies up its sleeve.