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+--- Thread: CVS / WBA (/showthread.php?tid=1258)
CVS / WBA - EricL - 07-13-2015
After last weeks somewhat disappointing raise from Walgreens Boots Alliance (WBA) I decided to write up an article looking at the future dividend growth prospects between it and CVS Health (CVS).
Dividend Growth Divergence: CVS Health Vs. Walgreens Boots Alliance
RE: CVS / WBA - earthtodan - 07-13-2015
Agreed, been long CVS since $73. The difference in valuation and DGR was plain to see, plus CVS announced they were dropping tobacco.
RE: CVS / WBA - EricL - 07-14-2015
(07-13-2015, 10:04 AM)earthtodan Wrote: Agreed, been long CVS since $73. The difference in valuation and DGR was plain to see, plus CVS announced they were dropping tobacco.
Yeah, its quite a valuation gap. Not sure what effect the tobacco policy will have. I think it was more show than substance.
RE: CVS / WBA - EricL - 09-09-2016
Here is a write-up I did on CVS Health.
Recent Buy: CVS Health
I bought a position last week, its valuation is beginning to look attractive. Yield is a bit low, but the double-digit EPS growth helps make up for it.
RE: CVS / WBA - Caversham - 09-11-2016
(09-09-2016, 01:25 PM)EricL Wrote: Here is a write-up I did on CVS Health.
Recent Buy: CVS Health
I bought a position last week, its valuation is beginning to look attractive. Yield is a bit low, but the double-digit EPS growth helps make up for it.
Thanks for the article Eric. I've been watching CVS for the past couple of months and I believe its around fair value here in the low 90s.
I'm planning to initiate a position in the next couple of days. Hopefully the market continues Friday's downtrend and I can get it a little cheaper.
RE: CVS / WBA - EricL - 09-12-2016
(09-11-2016, 02:25 PM)Caversham Wrote: Hopefully the market continues Friday's downtrend and I can get it a little cheaper.
It looked promising at the start, but reversed pretty sharply mid-morning. Seems like volatility may be picking up a bit of late.