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Barrett Gardener
@justbarrett · Aug 30

What is your favorite healthcare stock and why $CVS? :D No seriously, I am going to create a position in this stock and I was wondering what you like about this company and why you are invested in this stock? Thanks for your opinions! :)

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Willard Spencer @willardspencer Sep 2

Because according to Bulios' fair price, it's now 33% undervalued! What more do you need to know?! :-D

No seriously, it seems like a healthy company with tradition that has invested nicely now and is at a fine price for me.

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Barrett Gardener @justbarrett Sep 4

:DD this is just another reason to buy!

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Bill Combs @billcombs Sep 2

I really like their acquisitions, fundamentals and they provide a lot of services and it's one of the best companies in this sector. Otherwise there is a lot of room for growth in the stock and the dividend is nice too :)

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Barrett Gardener @justbarrett Sep 4

I couldn't have said it better.

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Alden Yap @aldenyap Aug 31

In addition to what is already here, I personally see a lot of room for upside in terms of the chart. 🙂 Plus, now that we're looking at the chart, there's a great buying opportunity... We're at a multi-tested and strong trendline from 2003.. 🙂 We're at a multi-tested and strong trendline from 2003.

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Barrett Gardener @justbarrett Sep 4

You're also buying pumped-up shares of this company?

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Rickie Reeve @rickiereeve Aug 31

For me, it's mainly decent management and fairly aggressive acquisitions that will lead to expansion. It's also a nice FCF yield. The business vertical that Philip mentions creates a strong moat.

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Rickie Reeve @rickiereeve Aug 31

Last but not least, it's the trust in some who are also invested.

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Ashraf Aboudar @ashraf_dd Aug 31

That made me laugh😅 $CVS is awesome and I have it in my portfolio. I don't think there's anything quite like it.

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Barrett Gardener @justbarrett Sep 4

:D don't you have any more stocks in the healthcare sector?

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Monday Dayton @mondaydayton Aug 30

It is one of the largest companies in the sector in my opinion that has a network of pharmacies, drug delivery and also the healthcare segment is good. There are a lot of companies that are developing things etc, but that's where I think it's tricky, it depends on them developing something and possibly getting it approved. Whereas with these companies like $CVS, then it's "just" selling it. Admittedly, an insurance company recently stopped working with them, but that supposedly didn't even account for about 10% of their revenue. That may have been responsible for the decline. I took advantage of that and kept buying.

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Barrett Gardener @justbarrett Sep 4

Thanks for your perspective, I agree with you. :)