| Stock (Symbol) | Stock Price | |
Express Scripts (ESRX) |
$63 |
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| Data is as of | Expected to Report | Sector |
October 1, 2012 |
Oct 22 |
Healthcare |
| Sharek’s Take | ||
 Express Scripts just merged with Medco (MHS) and we are already seeing positive returns from the deal. Last quarter ESRX beat the street and upped estimates as the stock rose.I’m increasing my Fair Value P/E from 18 to 22. Even though ESRX is at an all-time high, its set to move higher. This stock has made major changes since last quarter — and I like what I see. |
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| One-Year Chart | ||
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| Earnings Table | ||
 ESRX just had sales jump 143% last quarter now that the company is merged with Medco. Profits increased 24%.ESRX beat by 5 cents last quarter. It had missed the previous three quarters. This is a change in momentum — a significant change. Annual Profit Estimates made a nice move higher this quarter. This report is all positive. Quarterly estimates are very exciting. This company is supposed to be a 18% grower. Now 25% growth is the minimum I see for the next 4 qtrs — and these numbers are increaasing. |
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| Fair Value | ||
 I’m taking my Fair Value up from 18 to 22. There’s solid upside here. |
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| Ten-Year Chart | ||
 I have a rule Yearly EPS Growth should be similar to Yearly Stock Growth over a ten year period, if not then the stock has to move to the norm. Last qtr ESRX had Yearly Stock Growth of 22% while Yearly EPS Growth was 27% — ESRX was undervalued. Now, ESRX is higher and Yearly Stock Growth is 25%, so its not as cheap as it used to be. |
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| Power Ranking | Bottom Line | |
Growth Portfolio
6 of 16 |
This company has made major changes sicne last quarter. Everything I see here is positive. This stock also has momentum and should stay timely for the next year. ESRX ranks 6th in the 16 stock Growth Portfolio Power Rankings. I like what I see so much I will purchase the stock for the Aggressive Growth Portfolio tomorrrow, where it will rank 6th of 8 in the Power Rankings. |
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Aggressive Growth Portfolio
6 of 8 |
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ESRX has gone from $51 to $63 since last quarter (its been 4mo since my last report). The P/E’s gone from 