CVS stock has actually been an extremely asked for stock for me to examine so I intend to offer you some value here.
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alone for this year low growth under 5 per centi think stock is worth around 70-80 USD. If they turn back to 9 EPS. its near double. in 2026. You earn around 15 per cent dividends.
thanks for sharing!
I think it would be cool CVS cut the dividend and focus on buybacks, but they will never do that because wall street and pensions funds would get angry
and they just but buybacks :-(((
@@Value-Investingwhat?
@@aleemahmed6201they just bought
@@aleemahmed6201 I think he meant cut instead of but.
Nothing is stopping you from reinvesting the dividends to buy more stocks, which is functionally the same thing – it just might be inefficient for tax purposes.
Always interesting if a stock is trading (at least inflation adjusted) below Covid-19 lows.
Got to have a strong stomach for this one and I’m feeling queasy.
A razor thin margin business with no tangible book value and low ROIC that is facing rising costs with the inability to raise prices due to regulation. Margin compressi9n should continue. Analysts are wrong on this one.
Could not have worded it any better 👍👏
No tangible value…what about the Stores? 😉 It is an essential business for every human being….as long as we are no cyborgs yet. I guess you missed the Most important Part. Better for me, I can accumulate for longer, If everybody thinks Like you 🙂
Thank you Sven for your insight!
Cheap for a reason…Also…seems like a nice margin of safety if you buy now when things look very ugly. Thanks for covering this Sven.
The issue is that many people are not factoring in CVS’ reason for their recent increased debt, which was to purchase Aetna insurance and Oak Street health which allows them to become both an insurer and a local clinic. Based on CVS being an insurer they’re quite undervalued, as a retail pharmacy its a risky bet for sure.
what are the main risks that you see for the retail pharmacy business, competition?
@@francescoonorato465 I view the threat of companies like Amazon and CostPlusDrugs making a dent in popular pharmaceutical retailers like CVS and Walgreens. They’re able to cut costs by shipping directly to consumers while not having to deal with brick and mortar locations, which more and more consumers prefer.
Hello Sven, thank you for the great content. Could you analyze Jardine Matheson Holdings Stock 🙂 thanks in advance again.
Please make a video on $CAR 🙏🙏
Hi Sven, great example of value thinking
Glad you think so!
Can you have a look at whirlpool?
Hi Sven, what do you think about LNC? It is also an insurer, and it is really down. Their book value seems to swing so wildly based on interest rates.
banks and insurers https://www.youtube.com/watch?v=EMhoCEYSa6o
Yes. I have been watching CVS too. I had to choose between CVS and SBUX. I chose CVS today at 55.75. Thank you Sven!
anche pfizer problemi ? vacini ?
there pbm business is under pressure, revenue will decrease
Hi Sven, in the video is not mentioned why the stocks go nowhere (actually down a bit) in the last 10 ys. It would be an important question to explain in the analysis. Thanks for your videos by the way
Great analysis! Thank you Sven!❤❤ May i suggest an update of Malibu boat?
Thank you very much Sven.. Since we are talking about value investing, investing in CVS makes sense for long-term value which is what we’re really talking about anyway. Dividend over 4% and good dividend growth over the last 10 years. Absolute buy? Probably in my opinion. Probably. Very informative and timely video.