Tag: CVS Health Corporation (NYSE:CVS)

This Healthcare Juggernaut Continues To Deliver

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

I posited that CVS presented a compelling investment opportunity in the healthcare space. This premise was rooted in the fact that CVS has been highly acquisitive, robust growth rate, growing its dividends over time and has an aggressive share buyback program in place. CVS recently reported robust earnings and continued to drive and position itself for long-term success. With its recent acquisitions and partnerships, specifically the acquisition Target’s pharmacies and Omnicare will significantly expand its footprint and ability to dispense prescriptions to the general public and in assisted living and long-term care facilities that serve the senior patient population. As the United States continues to absorb an ageing population alongside growing overall healthcare costs, more specifically prescription drug costs, CVS looks poised to benefit and continue to outperform the broader market. The most recent earnings report underscores this premise and CVS continues to deliver continued growth and positioning for long-term success.

2015 Q3 Earnings

Recently, CVS reported strong earnings for the quarter ending September 30th, 2015. Net revenue increased more than 10% to $36.8 billion while adjusted EPS increased to $1.28 or 11.5% as compared to the prior year quarter. Continue reading "This Healthcare Juggernaut Continues To Deliver" →

CVS - An Undervalued Healthcare Juggernaut

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

CVS presents a compelling investment opportunity in the healthcare space. CVS has been highly acquisitive, growing its dividends over time and has an aggressive share buyback program in place. CVS is currently the largest prescription drug dispenser and the second-largest pharmacy benefits manager. Along with its recent acquisitions and partnerships will significantly expand its footprint and ability to dispense prescriptions to the general public and in assisted living and long-term care facilities that serve the senior patient population. As the United States continues to absorb an aging population alongside growing overall healthcare costs, more specifically prescription drug costs, CVS looks poised to benefit and continue to outperform the broader market.

CVS Health – A true healthcare company

Approximately one year ago, CVS announced that it had removed all tobacco products from its stores nationwide and would no longer sell any tobacco related products to its customers. This was a bold move as CVS has become the trailblazer in establishing itself as a true health oriented company. Ceasing tobacco sales negatively impacted overall sales, however, this move established itself as a true healthcare focused company. "One year ago, we stopped selling tobacco products because it conflicted with our purpose of helping people on their path to better health," said Troyen A. Brennan, M.D., M.P.H., Chief Medical Officer, CVS Health. "Today, we are excited to release new data demonstrating the positive impact our decision has had on public health overall as shown by a measurable decrease in the number of cigarette purchases across all retailers." Personally, I like companies that stand behind their name and practice what they advocate and, in this case, it's promoting overall health and wellbeing. Continue reading "CVS - An Undervalued Healthcare Juggernaut" →

There's Going To Be A War

Posted on by The INO.com Team

And it is taking place right now in your neighborhood. No, I'm not talking about ISIS invading your neighborhood, what I'm talking about is credit card payments to merchants.

Earlier this month, Apple announced its mobile payment system called ApplePay. The Apple iPhone 6 uses a technology called Near Field Communication or NFC, which is built into their new iPhones to pay for a product in a store that supports this technology. This is similar to Google Wallet which uses the same technology.

On one side of battlefield you have Apple Inc. (NASDAQ:AAPL), on the other side you have a consortium of merchants led by Wal-Mart Stores Inc. (NYSE:WMT), , which includes CVS Health Corporation (NYSE:CVS) and Rite Aid Corporation (NYSE:RAD). That consortium whose name is MCX (The Merchants Exchange) want to use their own mobile system that they have been developing since 2012. That system is named CurrentC. What's that going to do for consumers? You only have to look at the MCX website to understand what their goal is.

From the MCX Web site: "Merchant Customer Exchange is the only merchant-owned mobile commerce network built to streamline the customer shopping experience across all major retail verticals."

From the press kit: "It will also offer innovative features and benefits, such as merchant loyalty programs and instant coupon savings, all stored on the phone and available right at the point-of-sale."

Sounds very similar to Google wallet and ApplePay, does it not? Mobile payment solutions such as Google wallet have not really caught on with Millennials or anyone else for that matter. It was only when Apple came along with their new payment system that the MCX realized they had to attack. The first part of the attack was putting pressure on CVS Health Corporation (NYSE:CVS) and Rite Aid Corporation (NYSE:RAD) to turn off their NFC receivers on their cash registers so ApplePay would not work. What is strange is that Target, who is also a member of MCX, will accept ApplePay as it offers a more secure and superior method of payment over a regular credit card. Looking at some of the recent challenges that Target has had with credit card theft, it is understandable.

So today's poll question is:

Who do you think will win the mobile payment wars?

View Results

Loading ... Loading ...

If you have any comments you'd like to share with us about this post or about mobile payments in general, please feel free to leave them below this post.

Life is never boring, even in the mobile payments section.

Every success with MarketClub,
Adam Hewison
President, INO.com
Co-Creator, MarketClub

6 Stocks On The Move

Posted on by The INO.com Team

Before I get into the six stocks and talk about them let's quickly discuss what's happening right now. The big news, of course, is the Alibaba IPO, here is what I do with IPO's. Unless you're lucky enough to get some of the initial stock the best thing to do is just to watch for a while and see how everything pans out. Just remember that perception is a strong driver of stock trends.

The other big news is the fact that Larry Ellison is stepping down from Oracle. Mr. Allison's exit from Oracle brings about a complete change in Silicon Valley. We no longer have Steve Jobs at Apple, Bill Gates at Microsoft. We're going to see some interesting transitions in all of these companies.

As far as Oracle Corporation (NYSE:ORCL) is concerned. The Trade Triangles are now all red indicating a lower trend and prices for Oracle.

The six stocks I'm going to be talking about in today's video will show that three are trending to the upside, and three are trending to the downside. Some of these stocks are setting up for the perfect weekend trade.

Here are the six stocks that I'm covering today: Continue reading "6 Stocks On The Move" →