Express Scripts Expects To Lose Anthem’s Business
June 19, 2017
Express Scripts (ESRX) expects to lose its business customer Anthem. But with ESRX down so much, it’s selling for just 9 times earnings. Is it a value?
Research Reports
Express Scripts at Its Lows With Drug Prices at Center Stage
April 7, 2017
Lowering drug prices is big in the news, and that’s hampering stocks like Express Scripts (ESRX). But with ESRX at its lows, is this the time to sell?
Express Scripts is a Solid Value at Eleven Times Earnings
November 20, 2016
Express Scripts (ESRX) is one drug distributor which didn’t lower earnings estimates last qtr. At 11x earnings the stock is a value, but does come with risk.
Express Scripts Has Its Issues, But Is a Compelling Value
September 20, 2016
Express Scripts (ESRX) has its issues, such as uncertainty with its largest customer and political pressure for lower drug prices. But at 11 times earnings, ESRX is a value.
Express Scripts is a Deal, But It’s Deal With Anthem is Causing Concern
June 17, 2016
Express Scripts (ESRX) is looking good on the profit front. But investors are overly skittish about the possibility of it losing its biggest customer.
Anthem Wants Better Drug Prices from Express Scripts
April 7, 2016
Express Scripts (ESRX) fell after its largest client, Anthem, said it wanted $3 billion in better drug prices. Let’s talk about it.
Express Scripts Ups Estimates
December 28, 2015
Express Scripts (ESRX) gets my highest mark for certainty and consistency, and management just upped 2016 profit estimates.
Conservative Growth
August 20, 2015
Investors looking for conservative double-digit returns should take a look at Express Scripts (ESRX), but growth investors might want faster growth.
Lucky Number 13
May 20, 2015
Express Scripts (ESRX) is expected to grow 13% — both in the next year and beyond.
11% Growth All Year
March 20, 2015
Express Scripts (ESRX) is expected to have 11% profit growth every quarter this year.
Old Dependable
December 11, 2014
Express Scripts (ESRX) is Old Dependable in my client’s portfolios. Here’s my outlook on ESRX for 2015.
Don’t Get Too Excited
August 26, 2014
Express Scripts (ESRX) should have higher profit growth later this year, but don’t get too excited about ESRX.
Things Will Get Better
May 28, 2014
Bad weather and new clients delaying deals caused Express Scripts (ESRX) to miss last quarter, but things will get better.
Growth is Baked In
March 21, 2014
Express Scripts (ESRX) should grow profits around 20% this year, but that news has taken up shares of ESRX, limiting its upside.
Big Buybacks
November 20, 2013
Express Scripts (ESRX) isn’t growing sales, but profits keep climbing due to management’s big buyback of ESRX shares.
Running On Empty
October 11, 2013
Express Scripts (ESRX) will likely have slow profit growth — and stock growth — the next two quarters. Still, ESRX is good for long-term investors.
Not as Discounted
June 6, 2013
Shares of Express Scripts (ESRX) aren’t as discounted as they were six months ago, but the stock still has solid upside for long term thinkers.
On the Comeback Trail
March 21, 2013
Shares of Express Scripts (ESRX) are on the comeback trail. Although growth might simmer some, ESRX is cheap and has momentum.
A Solid Value
January 29, 2013
Express Scripts (ESRX) is the perfect blend of certainty, consistency and growth opportunity — and its tremendously undervalued.
Tremendously Undervalued
December 12, 2012
Express Scripts (ESRX) is a conservative stock with little downside risk that is tremendously undervalued right now. ESRX is one of my top picks for 2013.
Major Changes
October 2, 2012
Express Scripts (ESRX) has gone from having major issues three quarters ago to clicking on all cylinders this quarter. ESRX is going higher.
Synergies After the Merger?
June 11, 2012
Express Scripts (ESRX) is merging with Medco (MHS) and the deal could be completed this quarter. Synergies could produce better-than-expected profits.
Miraculous Recovery
March 12, 2012
Express Scripts (ESRX) was down-for-the-count last October when it was trading around $40. Now the stock is over $50 and has staged a miraculous recovery.
Wow, What a Deal
August 26, 2011
Shares of Express Scripts (ESRX) are selling at only 14 times earnings. Meanwhile profit growth is expected to average 32% during the next four quarters. If you think we are headed for a recession, then ESRX might be for you.
One Word: Generics
May 13, 2011
Express Scripts (ESRX) it hitting all-time highs today. The long-term outlook continues to be solid thanks to one word: Generics.
Express Scripts is Stuck in Neutral
April 21, 2011
Express Scripts (ESRX) has great numbers and a safe, solid business. Its also undervalued and has solid upside. I love this stock for the long-run, its just not going anywhere right now.
Also a Cup-and-Handle
November 24, 2010
With Express Scripts (ESRX) you know what you’re getting. Steady profit growth and a low P/E. The stock’s also formed a cup-and-handle. Here’s where I think the stock goes if it breaks out.
A Cure for Your Correction Blues
August 27, 2010
Express Scripts (ESRX) moves up in the Power Rankings as the stock market has just started a correction.
Left: ESRX’s ten-year chart shows the stock has been a solid investment during the last decade.