Tag: dividend

CVS Delivers Strong Second Quarter

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

CVS Health Corporation (NYSE:CVS) recently announced fantastic Q2 2016 numbers across the board. Increased EPS growth, revenue and free cash flow coupled with dividends and share buybacks bode well for CVS investors. CVS’s acquisitions of Target pharmacies and Omnicare are becoming fully integrated under the CVS umbrella. Collectively, these are great attributes that drive shareholder value over the long-term. I’ve written several articles presenting a compelling investment opportunity in the growing healthcare space via CVS. My investment thesis is based on the fact that CVS has been highly acquisitive, continues to deliver robust earnings growth, revenue growth, growing dividends and has an aggressive share buyback program in place. CVS recently reported fantastic quarterly results for Q2 2016 in 2016, positioning itself for long-term success. With its recent acquisitions of Target’s pharmacies and Omnicare, these proactive measures will significantly expand its presence and ability to dispense prescriptions to the general public and in long-term care facilities. As healthcare costs continue to rise (specifically prescription drug costs) and the population continues to age with the elderly comprising a larger segment of the overall population, CVS looks poised to benefit. The release of its Q2 2016 earnings reiterates this premise while the company is maintaining its growth narrative. I content that CVS will continue to deliver sustained growth and position itself for long-term success to drive shareholder value. Continue reading "CVS Delivers Strong Second Quarter" →

Will CVS Continue To Deliver Sustained Growth?

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

CVS Health Corporation (NYSE:CVS) had recently capped off a fantastic 2015 performance in several metrics (EPS growth, revenue, dividends, share buybacks and acquisitions) that drive shareholder value. I posted that CVS presented a compelling investment opportunity in the healthcare space. This premise was based on the fact that CVS has been highly acquisitive, continues to deliver robust growth, growing its dividends over time and has an aggressive share buyback program. CVS recently reported a record year in 2015 and continues 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 aging population alongside growing overall healthcare costs, more specifically prescription drug costs, CVS looks poised to benefit and continue to outperform the broader market. 2015 was a record year for CVS and with a 21% boost in its dividend payout only underscores this premise. The release of its Q1 2016 earnings reiterates this premise and this company is maintaining its growth story. I content that CVS will continue to deliver sustained growth and position itself for long-term success to drive shareholder value. Continue reading "Will CVS Continue To Deliver Sustained Growth?" →

CVS Delivers A Strong 2015 And Presents A Compelling Buying Opportunity

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

CVS Health Corporation (NYSE:CVS) has just capped off a fantastic 2015 performance in several metrics (EPS growth, revenue, dividends, share buybacks and acquisitions) that drive shareholder value. As 2016 begins, CVS presents a compelling investment opportunity in the healthcare space. This premise is based on the fact that CVS has been highly acquisitive, continues to deliver robust growth, growing its dividends over time and has an aggressive share buyback program. CVS recently reported a record year in 2015 and continues 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 aging 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, a record year in 2015 with its rise in its 2016 outlook and a 21% boost in its dividend payout underscores this premise. I content that CVS will continue to deliver continued growth and positioning for long-term success to drive shareholder value. Continue reading "CVS Delivers A Strong 2015 And Presents A Compelling Buying Opportunity" →

CVS Boosts Dividend By 21% And Raises 2016 Outlook

Posted on by Noah Kiedrowski

Noah Kiedrowski - INO.com Contributor - Biotech


Introduction

I have posted that CVS presented a compelling investment opportunity in the healthcare space. This premise was rooted in the fact that CVS has been highly acquisitive, continuous robust growth rate, growing its dividends over time and has an aggressive share buyback program. 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 aging 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, rise in its 2016 outlook and a 21% boost in its dividend payout underscores this premise. I content that CVS will continue to deliver continued growth and positioning for long-term success. Continue reading "CVS Boosts Dividend By 21% And Raises 2016 Outlook" →

Chevron Flashes Buy

Posted on by Adam Feik

Adam Feik - INO.com Contributor - Energies


You read that headline correctly. Don't look now (you might jinx it), but Chevron Corporation (NYSE:CVX), the large integrated oil major, now sports green monthly and weekly Trade Triangles on its MarketClub chart. And this with oil at $35 per barrel.

CVX has given back about 29% of its value since closing at $134.85 on June 24, 2014 (on a price-only basis). At its worst, the stock's peak-to-trough decline was nearly 47% as of this August 25th, when CVX closed at $70.02. Wednesday's closing price was a much better $93.44 – good for a cool 33% gain for anyone lucky enough to have caught the falling knife right at its recent bottom.

CVX is now down just 12.9% for 2015 year-to-date (YTD) when including dividends. On a 3-year annualized basis, CVX shares have lost 0.6% annualized, and on a 5-year basis, the number is +4.77% per year. All those performance numbers are on par with Exxon Mobil Corp. (NYSE:XOM) and other integrated oil majors. You could safely say it's been a wild ride for all of them. Continue reading "Chevron Flashes Buy" →