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CVS Health Corporation (CVS)

- NYSE
  • Jul. 17, 2012, 6:54 AM
    JMP Securities resumes coverage on CVS Caremark (CVS) with an Outperform rating. Analysts set a $55 price target on shares, repping 16% upside potential for shares. The company has also seen a pickup in insider buying this month.
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  • Jul. 11, 2012, 1:29 PM
    CVS Caremark (CVS -0.2%) looks like a good defensive long-term play, according to Stephanie Link. She likes management's focus on quality of contracts over pricing and sees a continual grab of market share from Walgreen. If the WAG-ESRX continues to the end of the year, factor in another $0.02-$0.03 to the bottom line of CVS.
    | 2 Comments
  • Jul. 5, 2012, 1:54 PM
    CVS Caremark (CVS) dividend alert: Declares $0.1625/share quarterly dividend, in line with previous. Dividend yield 1.3%. For shareholders of record July 23; payable Aug 03; ex-div date July 19. (PR)
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  • Jun. 28, 2012, 1:39 PM
    While the Supreme Court opinion on healthcare is being called a drag on the retail sector by industry insiders, especially so for high-growth stories such as Chipotle (CMG -4.6%), Starbucks (SBUX -2.1%), and Dunkin' Brands (DNKN -3.2%), NBG's Brian Sozzi suggests a way to trade the news. He throws out WAG, CVS, and TGT as retail names that already have their employee structure in place and could be good long-term plays under the current retail environment.
    | 5 Comments
  • May. 25, 2012, 8:00 AM
    Wal-Mart (WMT) says it's seeing good results with a pilot program of small-sized stores called Walmart Express. Execs say the stores are showing profits and the company could roll out hundreds more in the near future. Designed to catch spur-of-the-moment shoppers and small enough to tuck into tight spaces, Walmart Express stores could pose a threat to Walgreen (WAG), CVS Caremark (CVS), and Rite Aid (RAD) in the future.
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  • May. 2, 2012, 12:38 PM
    Walgreen's (WAG -0.9%) pain is CVS Caremark's (CVS +2.1%) gain, according to the tale told by the two earnings reports (I, II) from the firms. Though a mild flu season struck the bottom line of both drugstore operators, CVS says it saw a "significant benefit" from customers pounding the pavement for its doors from Walgreen over the dispute with Express Scripts. CVS +12.0% YTD vs. WAG +3.9%.
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  • May. 2, 2012, 7:27 AM
    More on CVS Caremark's (CVS) Q1: Retail Pharmacy segment same stores sales increased 8.4%. Pharmacy Services revenue +32.3% Y/Y to $18.3B. Retail Pharmacy +9.9% Y/Y to $16.0B. Generated free cash flow of $2.4B. Expects Retail Pharmacy operating profit to increase 10.5%-12.5%, up from a prior estimate of 8.5%-10.5%. Increases full EPS guidance to $3.23-$3.33, from $3.18-$3.28. Shares +1.5% premarket. (PR)
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  • May. 2, 2012, 7:15 AM
    CVS Caremark (CVS): Q1 EPS of $0.65 beats by $0.02. Revenue of $30.8B (+19.9% Y/Y) beats by $500M. (PR)
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  • May. 2, 2012, 12:05 AM
    Notable earnings before Wednesday’s open: ABX, AGN, AGP, BEN, CBE, CLX, CMCSA, CVS, DVN, EPD, GRMN, HSC, HSNI, IACI, ICE, MA, MAC, MMP, MSCI, OZM, PCG, PEG, RDC, RRD, TWX, UBS, VSH
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  • May. 1, 2012, 5:30 PM
    Notable earnings before Wednesday’s open: ABX, AGN, AGP, BEN, CBE, CLX, CMCSA, CVS, DVN, EPD, GRMN, HSC, HSNI, IACI, ICE, MA, MAC, MMP, MSCI, OZM, PCG, PEG, RDC, RRD, TWX, UBS, VSH
    | 2 Comments
  • Apr. 25, 2012, 12:08 PM
    CVS Caremark (CVS +1.0%) faces a lawsuit from the company that owned a container ship that sailed into the San Francisco Bay Bridge five years ago. Regal Stone and Fleet Management claims pharmacists at a CVS-unit's store recklessly sold thousands of dangerous drugs to the ship's pilot. At stake is tens of millions of dollars in damages from the 2007 accident that spilled oil into the bay.
    | 2 Comments
  • Mar. 26, 2012, 3:18 PM
    Richard Mayo is the latest in a long line of managers who see dividends as the place to be, believing a portfolio of growth stocks will be a loser's bet in a slow-growth economic environment. A surprising source for dividends is big retailers, such as CVS, which Mayo sees as a “mature” retailing company but one churning out free cash flow of $5B-$6B/year. He also likes WMT, HD, LOW, TGT.
    | 2 Comments
  • Mar. 22, 2012, 12:09 PM
    CVS Caremark (CVS -0.6%) has been ordered to stop controlled drug sales at two pharmacies connected to a probe on the sale of oxycodone, according to Bloomberg.
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  • Mar. 13, 2012, 12:26 PM
    CVS Caremark (CVS -1.3%) slips after BMO Capital downgraded the stock to Market Perform from Outperform on valuation earlier this morning. Its price target remains at $47.
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  • Feb. 21, 2012, 11:48 AM
    The U.S. government alleges Cardinal Health (CAH) and CVS Caremark (CVS) were aware of high-volume orders of a prescription painkiller shipped to pharmacies in Florida, WSJ reports, in a case probing how much responsibility companies bear for a growing drug abuse problem. CAH failed to conduct on-site visits and often delivered more pills per month than its own limits allowed, the DEA says.
    | 1 Comment
  • Feb. 15, 2012, 10:56 AM
    CVS Caremark (CVS +1.1%) looks like a Strong Buy to SA author Takeover Analyst who sees a fair value of $53.44 (+23.8%) based on a CAGR model. Though Walgreen (WAG -1.4%) trades cheaper from a valuation standpoint, CVS' free cash flow yield of 7.8% stands 370 bps above the closest rival. Also tipping the scales toward CVS is anecdotal evidence piling in suggesting consumers are exiting away from Walgreen en masse. Will the $0.03/share benefit to bottom-line Q1 results forecast as a result of the WAG-ESRX dispute come in even higher?
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Company Description
CVS Health Corp iis an integrated pharmacy health care provider. The Company has three segments: Pharmacy Services, Retail Pharmacy and Corporate.
Sector: Services
Industry: Drug Stores
Country: United States