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Article Results:

[Nov 30, 2016] CVS Health, by Mark Robertson
Ken Kavula selected CVS for the November Round Table and his motion was seconded by the audience poll. This is the third selection of CVS for this feature.

[Nov 01, 2016] Tin Cup Demonstration Portfolio, by Mark Robertson
Accumulate CVS Health (CVS)

[Dec 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Health

[Apr 01, 2018] Tin Cup Demonstration Portfolio (April 2018), by Mark Robertson
As the first down quarter in recent memory came to a close, Tin Cup stumbled ... but the Wilshire 5000 dropped even more. CVS Health is accumulated.

[Mar 01, 2018] Tin Cup Demonstration Portfolio (March 2018), by Mark Robertson
After two years of advances, the Tin Cup portfolio held its own during the challenge and turbulence that was February. CVS Health is accumulated.

[Aug 01, 2018] Tin Cup Demonstration Portfolio (August 2018), by Mark Robertson
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.

[Mar 01, 2019] Tin Cup Demonstration Portfolio (March 2019), by Mark Robertson
Un-Healthy Uncertainty. The blending of CVS Health and Aetna delivers considerable turbulence during February. Shares of Booking (BKNG) are accumulated. The long term rate of return is 13.2% for Tin Cup.

[Jul 01, 2018] Tin Cup Demonstration Portfolio (July 2018), by Mark Robertson
Yet another strong month for Tin Cup, beating the Wilshire 5000 in 10-of-the-last 11 months. We accumulate CVS Health (CVS) and celebrate the near all-time high value of total assets while challenging Biogen (BIIB) after its recent surge.

[Jul 11, 2017] Tin Cup Model Portfolio, by Mark Robertson
The Tin Cup model portfolio outperformed the Wilshire 5000 during June, continuing a string of stronger performance. Cognizant Technology (CTSH) has been kind to many of our portfolios. Decisions: Accumulate CVS Health (CVS). Sell C.H. Robinson (CHRW). Buy Alliance Data Systems (ADS).

[Jan 01, 2020] Tin Cup Demonstration Portfolio (January 2020), by Mark Robertson
Not all Decembers are created equal. Think back to the carnage from December 2018. From the stock market low on Christmas Eve 2018 ... Tin Cup has gained 37.5% since hearing the bells on that unsettling Christmas Eve. Accumulate Google (GOOG).

[Nov 01, 2019] Tin Cup Demonstration Portfolio (November 2019), by Mark Robertson
Tin Cup has now regained 22.4% over the trailing 10 months ... outpacing the Wilshire 5000.

[Oct 01, 2017] Tin Cup Model Portfolio (October 2017), by Mark Robertson
Tin Cup: Performance Update. After gaining and passing $1,700,000 a few short months ago, the portfolio topped $1,800,000 during September.

[May 10, 2018] Tin Cup Demonstration Portfolio (May 2018), by Mark Robertson
Tin Cup holds above $2,000,000 and some redistribution within the portfolio boosts the overall return forecast ... trim ILMN and V, accumulate ADS and CVS.

[Mar 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Reduce CVS, Buy Cognizant Tech (CTSH)

[Sep 01, 2017] Tin Cup Model Portfolio (September 2017), by Mark Robertson
Another solid month for Tin Cup as August performance outpaced the Wilshire 5000. Since inception (1994), the rate of return is 13.9% versus 7.0% for the total stock market.

[Oct 01, 2018] Accumulate Alphabet/Google (GOOG), by Mark Robertson
The Tin Cup Model (or Demonstration) Portfolio has outperformed the Wilshire 5000 over the last month and last five years with a rate of return since inception (1995) of 14.9%.

[Jun 01, 2018] Tin Cup Demonstration Portfolio (June 2018), by Mark Robertson
Another strong month of outperformance for the Tin Cup portfolio, making it 9-of-the-last-10 months with the 10th a tie. We accumulate CVS, express our gratitude to Illumina (ILMN) and bid adieu ... and buy Amazon (AMZN).

[Mar 01, 2018] Sweet 16: Screening Results, by Mark Robertson
For the February Round Table, some went looking for oversold opportunities or companies trading close to 52-week lows ... and certainly companies with favorable long term return forecasts.

[Jun 01, 2017] Sweet 16: Our Recipe Of Quality & Returns, by Mark Robertson
The screening results this month are based on the Manifest Rank but presented in the Fave Five format. Leadership quality companies with superior long term return forecasts. Expectations for the next year are provided courtesy of the analyst consensus (ACE), S&P and Goldman Sachs.

[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.

[Aug 31, 2018] The Rains of Castamere?, by Mark Robertson
Better Selling. Our explorations to build selling disciplines based on the time-honored lessons of the modern investment club continues. The August Round Table featured some deployment of selling discipline that some might compare to an infamous Red Wedding. The rate of return since inception stands at 18.8% over the trailing eight years.

[Feb 12, 2018] Sweet 16: Screening Results, by Mark Robertson
The Heavy Hogs for 2017 generated an annual total return of 42.4%. Here's the consensus favorites from this year's contest.

[Mar 01, 2013] Quality Ranked: Excellence Measured, by Mark Robertson
Placing the quality rating into context is what really matters and what was intended by Benjamin Graham and leader of the modern investment club movement, George Nicholson.

[Mar 01, 2013] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark

[Sep 01, 2008] CVS Caremark, by Mark Robertson
CVS Caremark appears to be firing on several cylinders and is worth a closer look.

[Nov 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).

[Aug 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).

[Feb 02, 2019] Groundhog Conviction, by Mark Robertson
The consensus selections by the participating Groundhogs have consistently outperformed the stock market? What are the favorite selections this year?

[Nov 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).

[Sep 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).

[Dec 01, 2017] Tin Cup Demonstration Portfolio (December 2017), by Mark Robertson
We give thanks for November gains for Tin Cup. The rate of return (since inception in 1995) is now 14.5%, and this retirement account balance is approaching $2,000,000. This month we sell Mesa Labs (MLAB) and buy Jazz Pharma (JAZZ).

[Aug 14, 2018] Excellent Companies Near 52-Week Lows, by Mark Robertson
This month's screen is a search for companies trading near their 52-week low with excellent quality. McKesson (MCK), IPG Photonics (IPGP) and Signature Bank (SBNY) have all been featured and discussed during recent Round Table sessions.

[Sep 01, 2007] CVS Caremark, by Mark Robertson
CVS Caremark (CVS) has an enviable quality trend and a PAR that's strong despite the price advance of recent years.

[Nov 01, 2006] Walgreen, by Mark Robertson
Wal-Mart creates a disturbance in the force.

[Jan 01, 2018] Tin Cup Demonstration Portfolio (January 2018), by Mark Robertson
Tin Cup delivered a total return of 29.4% in 2017. As total assets approach $2,000,000 at year-end, the portfolio-centered discipline sells Microsoft and Under Armour -- and adds Priceline to the demonstration dashboard.

[Oct 05, 2016] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.

[Dec 10, 2016] iShares Morningstar Large Growth (JKE), by Mark Robertson
This month, we remind again that small-cap does not necessarily mean small company.

[Dec 07, 2016] bivio Index: Most Widely-Held Stocks, by Mark Robertson
Our friends at bivio continuously publishes and maintains a list of the most widely-held stocks among club portfolios, known as the bivio Index

[Jul 31, 2016] Manifest 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.

[Dec 01, 2016] Tin Cup Model Portfolio , by Mark Robertson
Accumulate Cognizant Technology (CTSH)

[Sep 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell BBBY, Add CVS & GRMN, Buy Coach.

[Feb 07, 2006] Adding Prospects to NetSuite, by Mark Robertson
Features for February 2006

[Apr 01, 2015] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.

[Apr 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Sell Wendy's, Buy Wrigley & Microsoft.

[Sep 01, 2015] Sweet 16, by Brian Hayek
Dividend Divas: Redux

[Dec 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell DECK & COH ... Buy CSCO, BRLI, MELI & CL.

[Sep 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell Goldman Sachs, Buy Cisco and Deckers.

[Apr 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell Chipotle (CMG), Add GS and QSII.

[Feb 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price (TROW)

[Sep 01, 2008] When Monsters are Created ..., by Mark Robertson
Has CVS painted Walgreen into a corner with limited strategic options.

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Forum Post Results:

CVS Health (CVS) · by Mark Robertson · 06/13/2019 06:03 PM · Stocks
3 Reasons CVS Future Looks Bright (Seeking Alpha)

CVS Health (CVS) · by Mark Robertson · 06/11/2019 08:30 PM · Stocks
Value Line Close CVS shares have remained relatively steady, trading in a tight range over the last few months. They remain neutrally ranked for...

CVS Health (CVS) · by Mark Robertson · 02/21/2019 10:31 AM · Stocks
Value Line (Supplemental Report) This is an example of Value Line’s continuous coverage between the normal reporting cycle for company reports …...

CVS Health (CVS) · by Mark Robertson · 12/11/2018 01:56 PM · Stocks
(An update on the Value Line perspective) One issue, in our view, that provides broad appeal is CVS Health (CVS). The company operates the nation’s...

CVS Health (CVS) · by Mark Robertson · 09/11/2018 04:24 PM · Stocks
(via Ian Gendler, Value Line) Subscribers actively seeking investment options have plenty to choose from in this week’s issue of The Value Line...

CVS Health (CVS) · by Mark Robertson · 06/11/2018 09:00 AM · Stocks
… and the chronicle for CVS. Note the return forecast approximately four years ago (see arrow on chart) at approximately $100/share. One could make...

CVS Health (CVS) · by Mark Robertson · 06/11/2018 08:31 AM · Stocks
CVS Health (CVS) … provides broad appeal. The company operates the nation’s largest pharmacy chain, with more than 9,800 stores in 42 states....

CVS Health (CVS) · by Mark Robertson · 06/10/2018 10:29 AM · Stocks
“We think that CVS Health would make a fine addition to any portfolio.” — Value Line We hope so, too. CVS is a Round Table favorite and holds down...

CVS Health (CVS) · by Mark Robertson · 05/02/2018 07:36 AM · Stocks
CVS Health (CVS) Q1 results: Revenues: $45,693M (2.6%); Services Revenues: $32,218M (3.2%); Retail/LTC Revenues: $20,432M (+5.6%). Net Income:...

CVS Health (CVS) · by Mark Robertson · 03/19/2018 11:03 AM · Stocks
This is a pretty good discussion of the CVS Health / Aetna situation. Note that the author trudges through all kinds of things to reach the same...

CVS Health (CVS) · by Mark Robertson · 03/13/2018 12:46 PM · Stocks
3/13/2018 — CVS Health (CVS) and Aetna (AET) report that their respective shareholders have voted overwhelmingly in favor of the proposed merger....

CVS Health (CVS) · by Mark Robertson · 03/13/2018 10:30 AM · Stocks
Equity Analysis Starting with the Value Line closing paragraph: This stock has been on the decline of late. Indeed, it has lost about 20% in value...

CVS Health (CVS) · by Matt Spielman · 02/07/2018 10:54 AM · Stocks
I do think there is a threat to CVS, in that their “cash price” for drugs is actually quite high. I do normally fill prescriptions there, as my...

CVS Health (CVS) · by Mark Robertson · 02/07/2018 09:30 AM · Stocks
Recent commentary on CVS Health (CVS) from Oakmark fund managers (via Seeking Alpha): CVS is well positioned in a U.S. health care system that...

CVS Health (CVS) · by Mark Robertson · 12/11/2017 10:18 AM · Stocks
The stock price has been lagging during an extended period of improving fundamentals (see EPS results and trend), a condition that can portend...

CVS Health (CVS) · by Mark Robertson · 12/11/2017 09:29 AM · Stocks
(via Value Line) “One issue that we think offers broad appeal is CVS Health (CVS). The pharmacy giant recently agreed to buy Aetna in a transaction...

CVS Health (CVS) · by Mark Robertson · 11/08/2017 09:43 AM · Stocks
Good overview of the Amazon Challenge at CVS Health (CVS): https://seekingalpha.com/article/4122107-amazons-pharmacy-licenses-threaten-cvs-health

CVS Health (CVS) · by Matt Spielman · 10/18/2017 12:51 PM · Stocks
Anthem announced today that it is starting its own PBM, named IngenioRx. This PBM will be serviced by CVS Health. While this means that CVS is...

CVS Health (CVS) · by Mark Robertson · 10/14/2017 10:06 AM · Stocks
CVS Health (CVS) was selected as a 5-star stock by Morningstar today. The price-to-fair value is 67.7%.

CVS Health (CVS) · by Mark Robertson · 09/27/2017 11:45 AM · Stocks
The CVS Health analysis used during the September 2017 Round Table. CVS has now been selected seven times for the Round Table. The average cost...

CVS Health (CVS) · by Mark Robertson · 06/15/2017 08:05 AM · Stocks
This article via the Motley Fool suggests a “ground up” approach …...

CVS Health (CVS) · by Jeff Traeger · 06/14/2017 02:30 PM · Stocks
Do you think Amazon would start from scratch in the pill dispensing business or might they buy one of the smaller existing players?

CVS Health (CVS) · by Mark Robertson · 06/13/2017 10:42 AM · Stocks
… and that Value Line closing paragraph — just to show what we mean: This equity has pulled back a bit in recent months. However, the...

CVS Health (CVS) · by Mark Robertson · 06/13/2017 09:50 AM · Stocks
There are “mixed expectations” from the rhinos regarding CVS Health — but the overall consensus remains fairly strong for this widely-followed...

CVS Health (CVS) · by Nick A DiVirgilio · 06/02/2017 11:30 PM · Stocks
Pat: I agree. I think the SSG Quarterly Trend Graph is very useful and important. I plot Sales and PTP… both quarterly and Trailing 4 quarters. I...

CVS Health (CVS) · by Patrick Donnelly · 06/01/2017 08:37 PM · Stocks
In all seriousness though, the profit margin trends are what is troubling for me. Actually was looking at a fresh SSG before flipping over to...

CVS Health (CVS) · by Patrick Donnelly · 06/01/2017 08:12 PM · Stocks
Almost unrelated but not ….. I love that he (Chuck) called us “SSG Jockeys” :-) Someone else that know what the theory and methodology is.

CVS Health (CVS) · by Mark Robertson · 06/01/2017 11:42 AM · Stocks
Charles Carlson was one of the featured speakers at the NAIC National Convention during May in Cincinnati, Ohio. Charles operates the Dow Theory...

CVS Health (CVS) · by Mark Robertson · 04/18/2017 12:04 PM · Stocks
CVS Health — Look Past The Negativity (Seeking Alpha)

CVS Health (CVS) · by Mark Robertson · 04/06/2017 03:14 PM · Stocks
At first glance CVS Health (CVS) looks like a very attractive stock. It has a 2.6% dividend yield. It trades at a P/E of just 15.8, which would...

CVS Health (CVS) · by Mark Robertson · 03/14/2017 02:00 PM · Stocks
CVS Health (CVS) CVS Health is the 26th most widely-followed company by Manifest Investing subscribers.

CVS Health (CVS) - Whaddya Think? · by George Macke · 08/13/2019 09:49 PM · Stocks
Valueline appears to like it. They project a low annual return of 16% through 2022-2024 and have nice things to say about long term prospects....

CVS Health (CVS) - Whaddya Think? · by Mark Robertson · 08/13/2019 03:40 PM · Stocks
An Unpopular Opinion on CVS Health? (Seeking Alpha) Summary CVS Health is a crowd favorite on Seeking Alpha. It was also a top performer in the...

CVS Health (CVS) - Whaddya Think? · by Mark Robertson · 08/13/2019 03:33 PM · Stocks
Very timely, Pat. I was reminded that I’d received a Quality Degradation Alert during the July Round Table from my email. I had “requested...

CVS Health (CVS): The New Company · by Mark Robertson · 06/04/2019 08:50 AM · Stocks
CVS Health (CVS) is holding its Investor Day today. CVS Presents Growth Initiatives Today Interested in stalking? See:...

CVS Health (CVS): The New Company · by Allen Hough · 04/21/2019 04:01 PM · Stocks
CVS + Aetna somehow equals synergy? What has either company EVER done to suggest that either part of the combination, or the combination itself,...

CVS Health (CVS): The New Company · by Mark Robertson · 04/18/2019 03:26 PM · Stocks
How CVS Wants To Fix Healthcare And Why It’s Time To Buy The Stock (Barrons) ($)

CVS Health (CVS): The New Company · by Charles Brunell · 03/27/2019 01:02 PM · Stocks
Hi Mark If you know me you know that I like to buy stocks on the cheap, but with CVS call me a doubting Thomas. Last week at our stock club meeting...

CVS Health (CVS): The New Company · by Mark Robertson · 03/25/2019 08:24 AM · Stocks
Was I Wrong To Nearly Triple My CVS Stake? (Brian Soule, Seeking Alpha)

CVS Health (CVS): The New Company · by Mark Robertson · 03/19/2019 07:58 AM · Stocks
Some reinforcement: CVS Health: Patience Warranted (Seeking Alpha, Stone Fox Capital)

CVS Health (CVS): The New Company · by Mark Robertson · 03/10/2019 08:36 PM · Stocks
Rest of the Story (Part III) I hadn’t seen today’s Wall Street Journal when I made the comment about Berkshire and Kraft Heinz with respect to...

CVS Health (CVS): The New Company · by Mark Robertson · 03/10/2019 04:33 PM · Stocks
Rest of The Story (Part II) The last few years haven’t exactly been a bed of roses. CVS Health (CVS): Chronicle. The decline in stock price is...

CVS Health (CVS): The New Company · by Mark Robertson · 03/10/2019 10:26 AM · Stocks
At CVS Health, we share a clear purpose: helping people on their path to better health. Through our health services, plans and community...

CVS Health (CVS): Who Knew? · by Mark Robertson · 03/05/2018 09:38 AM · General Discussion
Who knew?

Solomon Select (Nov 2016): CVS Health (CVS) · by Mark Robertson · 12/08/2016 09:16 AM · Stocks
Solomon Select: November 2016 CVS Health (CVS) Ken Kavula selected CVS Health (CVS) for the November Round Table and his motion was seconded by the...

CVS Health (CVS) to add Omnicare (OCR) · by Mark Robertson · 05/21/2015 07:44 AM · Stocks
CVS Health (CVS) strikes deal for Omnicare (OCR) CVS Health (CVS) confirms it will acquire Omnicare (OCR) for $98 per share in a deal valued at...

Round Table (March 2017) · by Mark Robertson · 03/29/2017 08:48 AM · Stocks
The audience selected CVS Health (CVS).

Bought OLED and CVS · by Mark Robertson · 06/29/2018 12:35 PM · Decisions Manifest
Bought Universal Display (OLED) and CVS Health (CVS) for personal accounts.

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Company Results:

CVS Health (CVS)

Quality 80
PAR 11.9%

Cemex SA de CV (CX)

Quality 16
PAR 23.5%