Article Results:
[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.
[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.
[Dec 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Health
[Sep 01, 2008] CVS Caremark, by Mark Robertson
CVS Caremark appears to be firing on several cylinders and is worth a closer look.
[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
[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)
[Nov 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).
[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).
[Aug 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).
[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.
[Mar 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Reduce CVS, Buy Cognizant Tech (CTSH)
[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.
[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.
[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.
[Feb 07, 2006] Adding Prospects to NetSuite, by Mark Robertson
Features for February 2006
[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).
[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.
[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).
[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.
[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.
[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).
[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.
[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.
[Sep 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell BBBY, Add CVS & GRMN, Buy Coach.
[Apr 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Sell Wendy's, Buy Wrigley & Microsoft.
[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%.
[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).
[Sep 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
This month's $1200 contribution will be invested in Masco Corp.
[Apr 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell Chipotle (CMG), Add GS and QSII.
[Sep 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell Goldman Sachs, Buy Cisco and Deckers.
[Dec 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Sell DECK & COH ... Buy CSCO, BRLI, MELI & CL.
[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.
[Sep 01, 2008] When Monsters are Created ..., by Mark Robertson
Has CVS painted Walgreen into a corner with limited strategic options.
[Jul 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Whole Foods Market, Walgreen, CVS and Zimmer.
[Aug 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies Allied Irish Banks, CVS Caremark and Oracle. .
[Sep 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Aeropostale, Bed Bath & Beyond, CVS Caremark and Maxim Integrated Products. .
[Aug 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are CVS Caremark, Cisco Systems and Stryker.
[Sep 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Conoco Phillips, XTO Energy and CVS Caremark.
[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.
[Jun 01, 2020] Tin Cup Demonstration Portfolio (June 2020), by Mark Robertson
Following in Round Table Portfolio-Centered footsteps, CVS Health *CVS), Simulations Plus (SLP) and Alliance Data Systems (ADS) were sold. New positions started in Abbvie (ABBV) and EPAM Systems (EPAM). Shares accumulated in Air Lease (AL), Schwab (SCHW), Align Technology (ALGN), and Jazz Pharma (JAZZ).
[Dec 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Fastenal, Accenture and FactSet Research..
[Apr 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are UnitedHealth Group, Buffalo Wild Wings and FactSet Research.
[Jan 01, 2009] Tin Cup Model Portfolio, by Mark Robertson
Sell CBI and GRMN, buy APACHE.
[Apr 12, 2006] Continuous Classroom: Walgreen, by Cy Lynch
An article version of our Continuous Classroom series featuring Walgreen (WAG). The company is among the most rapidly advancing in the MANIFEST Top 40..
Forum Post Results:
Gilead Sciences (GILD)
· by
Mark Robertson
·
06/03/2011 06:15 PM
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Stocks
>Is that convention documented by Value Line somewhere? I don’t see it referenced in VL’s “How To Invest In Common Stocks” or “The In-Depth...
CVS (CVS)
· by
Mark Robertson
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02/05/2014 08:58 AM
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Stocks
What day is it? What day IS IT? CVS Caremark (CVS) says it will stop selling tobacco products by October 1, 2014. The company estimates it will...
CVS (CVS)
· by
Matt Spielman
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02/05/2014 10:01 AM
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Stocks
Just because you are positioning this as a moral decision doesn’t mean you have to be moral RIGHT NOW, does it? Could the tobacco companies’...
CVS (CVS)
· by
To lrn
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02/10/2014 06:24 PM
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Stocks
Just realize that there is very razor thin margin in tobacco. With internal and external loss (theft), this merchandise category has no real...
CVS Health (CVS)
· by
George Blank
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03/25/2021 05:32 PM
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Stocks
Like a broken clock, will I eventually be right about CVS? Or is it time to unload?
CVS Health (CVS)
· by
Larry Dix
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03/28/2021 01:08 PM
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Stocks
Hi George, I thought I had answered this last week but it did not post. That said, I also have held onto CVS for a while – bought it in April of...
CVS Caremark (CVS)
· by
Mark Robertson
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12/04/2008 05:49 PM
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Stocks
An editorial that’s pretty consistent with our recent feature detailing competitive advantage: CVS: Calculated Acquisitions for Greater Market...
CVS Caremark (CVS) ...
· by
Mark Robertson
·
11/08/2009 08:14 AM
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Stocks
… manages to lead with their chin: Anatomy of a Murder on Wall Street
CVS Caremark (CVS) ...
· by
Belinda Charpentier
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11/08/2009 10:51 AM
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Stocks
Link doesn’t work.
CVS Caremark (CVS) ...
· by
Mark Robertson
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11/08/2009 11:00 AM
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Stocks
It does for me … might have to (FREE) register? Mark
CVS Caremark (CVS) ...
· by
Frank H. Bower
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11/08/2009 11:25 AM
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Stocks
I just read it and I don’t think I had registered in the past.
CVS Caremark (CVS) ...
· by
Mark R. Johnson
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11/09/2009 03:23 PM
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Stocks
Same for me, I don’t remember ever signing up to that site and could read it OK. This seems to illustrate a form of excessive self consciousness,...
CVS Caremark (CVS) ...
· by
Belinda Charpentier
·
11/09/2009 05:54 PM
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Stocks
It’s showing now. I must have caught it at a bad time.
CVS Caremark (CVS)
· by
Mark Robertson
·
02/19/2009 08:21 AM
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Stocks
CVS Caremark (CVS) reported quarterly EPS results that exceeded expectations by $0.01 — perhaps the price will double? :)...
CVS Caremark (CVS)
· by
Kurt Kowitz
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02/19/2009 09:26 AM
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Stocks
I’m pretty sure that only works in reverse, when you miss by $0.01, your price gets halved!
CVS Caremark (CVS)
· by
Jim Thomas
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02/09/2008 01:42 PM
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Stocks
Mark Robertson, Can you comment on the 10% Sales Growth Forecast for CVS in the Fundamentals Forecast? I don’t find it consistent with VL’s...
CVS Caremark (CVS)
· by
Mark Robertson
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02/09/2008 02:17 PM
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Stocks
We use resources beyond Value Line, particularly for any MANIFEST 40 stock. As shown here in the Visual Analysis, the sales growth forecast is 10%...
CVS Caremark (CVS)
· by
Jim Thomas
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02/09/2008 04:23 PM
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Stocks
It seems to me that 2007 annual revenue doesn’t make an apple-to-apples comparison with 2008 and 2009 forecasts because the 2007 revenue only...
CVS Caremark (CVS)
· by
Mark Robertson
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02/09/2008 06:00 PM
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Stocks
Good point. I’d wondered about that but didn’t have a VL company report to check. You’re right — we’ll weigh that reality during the next update....
CVS Health (CVS)
· by
Mark Robertson
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09/11/2018 04:24 PM
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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
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06/11/2019 08:30 PM
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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
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06/13/2019 06:03 PM
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Stocks
3 Reasons CVS Future Looks Bright (Seeking Alpha)
CVS Health (CVS)
· by
Mark Robertson
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12/11/2017 10:18 AM
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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
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02/07/2018 09:30 AM
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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
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06/11/2018 08:31 AM
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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
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06/11/2018 09:00 AM
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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
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12/11/2018 01:56 PM
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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
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09/27/2017 11:45 AM
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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
Matt Spielman
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02/07/2018 10:54 AM
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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
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03/13/2018 12:46 PM
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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
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03/13/2018 10:30 AM
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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
Mark Robertson
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05/02/2018 07:36 AM
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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
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06/10/2018 10:29 AM
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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
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02/21/2019 10:31 AM
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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
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03/14/2017 02:00 PM
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Stocks
CVS Health (CVS) CVS Health is the 26th most widely-followed company by Manifest Investing subscribers.
CVS Health (CVS)
· by
Mark Robertson
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04/06/2017 03:14 PM
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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
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04/18/2017 12:04 PM
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Stocks
CVS Health — Look Past The Negativity (Seeking Alpha)
CVS Health (CVS)
· by
Mark Robertson
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06/01/2017 11:42 AM
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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
Patrick Donnelly
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06/01/2017 08:37 PM
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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
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06/01/2017 08:12 PM
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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
Nick A DiVirgilio
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06/02/2017 11:30 PM
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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
Mark Robertson
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06/13/2017 09:50 AM
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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
Mark Robertson
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06/13/2017 10:42 AM
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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
Jeff Traeger
·
06/14/2017 02:30 PM
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Stocks
Do you think Amazon would start from scratch in the pill dispensing business or might they buy one of the smaller existing players?