CVS Health Archives - Market Mad House

daniel July 17, 2018July 21, 2018 Aetna (NYSE: AET), Amazon (NASDAQ: AMZN), Are Amazon and Berkshire Hathaway planning a Retail Alliance, Berkshire Hathaway (NYSE: BRK.B), Can CVS Compete with Amazon, CVS Health, CVS Health (NYSE: CVS), Is CVS a Value Investment?, Is CVS Health Making Money?, Is CVS Making Money?, Medicare for all Threatens CVS Health, Why is CVS not making that much Money?

Is CVS Health Making Money?

The idea is to create a private enterprise that functions something like Britain’s National Health Service (NHS). That is one stop shopping for all your health insurance and healthcare needs. The NHS operates hospitals and provides health insurance in the United Kingdom.

CVS is more like the NHS than many people think; it already operates more than 1,100 MinuteClinic walk-in healthcare facilities, for example. There are MinuteClinics in 33 states and the District of Columbia that have received more than 37 million visits.

Good Stocks Market Wisdom

daniel July 13, 2015March 6, 2016 Benjamin Graham, Berkshire, BRK.H, Charley Munger, COST, Costco, CVS Health, GOOG, Is PayPal a value investment?, Long Term Value Stocks, Mr. Money Mustache, PayPal, railroad stocks, Stocks for the Long Haul, Union Pacific, Walgreens, Warren Buffett, WBA, What stocks are a value investment?

Stocks for the Long Haul

This Internet giant could well become the Exxon of the 21st century, a company that is the backbone of the new econmy. Google has a lot of float, and it performs consistently.

Crazy Stocks Stocks

daniel July 1, 2015January 18, 2016 AAPL, AMZN, Clark Howard, CVS, CVS Health, Is Target the New Sears?, Target Canada, Target Sells Pharmacies to CVS, Target Sucks, TGT, The Consumerist, WAG, Wal-Mart, walgreen, Warren Buffett, WMT

Target & CVS: Is It Canada All Over Again?

Target already lost a lot of customer loyalty with the data breach. If the pharmacy sale gets botched, the results could be worse, particularly if CVS provides a lower level of customer service or major snafus such as CVS not being able to process Target prescriptions result.

Politics

daniel May 17, 2015February 17, 2016 A Real Alternative to Obamacare, Berkshire Hathaway, Bernie Sanders, Charley Munger, COST, Costco, CVS, CVS Health, KR, Kroger, Mr. Money Mustache, National Healthcare, Obamacare, WAG, walgreen, WBA, WMT

National Healthcare Could Boost the Economy

f something as shoddy, as poorly designed and as inefficient as Obamacare can have such benefits, just imagine what would result from a real national healthcare program like the expansion of Medicare to cover all Americans.

Good Stocks

daniel April 30, 2015March 6, 2016 COST, Costco, CVS, CVS Health, Dollar General, Dollar Tree, Family Dollar, FDO, KR, Kroger, Mr. Market, Mr. Money Mustache, Target, TGT, Value Investing, WAG, walgreen

CVS Health Has a Lot to Prove

My prediction is that CVS’s revenue will continue to grow but none of its competitors will follow its lead and go tobacco free. Instead, CVS will be something of an anomaly, which will buy it a lot of good publicity and support from the healthcare industry.

Politics

daniel April 10, 2015April 19, 2016 Berkshire Hathaway, Costco, CVS, CVS Health, Disruptive Technology, Dollar General, Health Insurance, HR, INTU, KR, Kroger, Obamacare, Obamacare Penalty, Tax Credit, UNH, United Health, Wal-Mart, Warren Buffett

A Few Things That You Need to Know about Obamacare

All this being said, Obamacare is a very poorly designed and highly ineffective program that will fail. From what I have seen of it, it is clear that those who designed Obamacare have no real understanding of the realities of American business, economics, healthcare, and insurance.

Market Commentary

daniel April 3, 2015April 20, 2016 Benjamin Graham, Berkshire Hathaway, Charley Munger, COST, Costco, CVS Health, DG, Dollar General, Dollar Tree, Family Dollar, FDO, RAD, Rite Aid, Value Investing, WAG, Wal-Mart, walgreen, Warren Buffett, WMT

Who Else Would Acquire Rite Aid?

Yes it is a bit of a dark horse, but Rite Aid does meet some of Warren Buffett’s value criteria: it is a good company that has been going through a rough patch yet still has the potential to generate a lot of cash. It also has an easy-to-understand business model in a decidedly unglamorous industry—selling shaving cream and prescriptions. Rite Aid also meets another one of Uncle Warren’s classic criteria: it is a company that an idiot could run if necessary.

Market Insanity

daniel April 1, 2015March 27, 2016 AAPL, Ali Express, Alibaba, Alibaba vs. Walmart, Amazon, American Express, AMZN, BABA, Benjamin Graham, Costco, CVS Health, Discount Insanity, Discount Shopping, Disruptive Technology, Dollar General, Dollar Tree, Mr. Money Mustache, PayPal, Wal-Mart, WMT

Why Alibaba May Not Become a Big Name in the US Online Retail Market

The major reason Jack Ma will stay away from mass retail in the U.S. is that the cost of entering in the market could simply be too high. The revenue from a large-scale U.S. retail operation might not justify the cost of setting up such a venture.

Long Ideas

daniel February 14, 2015April 21, 2016 Amazon, AMZN, Apple Pay, COST, Costco, CVS Health, GOOG, Google, KR, Kroger, Mr. Money Mustache, WAG, Wal-Mart, Warren Buffett, WMT

Amazon’s Revenue Is Fast approaching $100 Billion

That makes Amazon one of the five largest retailers in America, larger than Target (NYSE: TGT), which reported a TTM revenue of $73.7 billion on Oct. 31, 2014; Walgreens Boots Alliance (NASDAQ: WBA), which reported a TTM revenue of $77.62 billion on Nov. 30, 2014; and Home Depot (NYSE: HD), which reported a TTM revenue of $81.71 billion on Oct. 31, 2014.

Market Commentary My Thoughts

daniel January 2, 2015March 13, 2016 AAPL, ABX, Amazon, American Express, AMZN, Apple Pay, Benjamin Graham, Berkshire Hathaway, COST, CVS Health, Disruptive Technology, Dollar General, Dollar Tree, FDO, Mr. Money Mustache, TSLA, Venmo, Warren Buffett

Some Predictions for 2015

PayPal will start disrupting the financial services industry as soon as it gets spun off by eBay Inc. (NASDAQ: EBAY). Expect PayPal to unveil its version of Apple Pay in the form of a souped-up Venmo and enter the banking industry, possibly by buying a bank.

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