On Drug-Distribution and Pharmacy Stocks
Vitaliy Katsenelson, CFA
Student of Life
These pharnacy stocks are good businesses. In general they have solid balance sheets, above-average returns on capital, and they generate a lot of cash, which is used to pay dividends and buy back stock.
But, these defensive features have not mattered much lately, as we are entering the 10th year of uninterrupted economic expansion.
Accordingly, these companies are significantly undervalued. How under valued? Let’s answer that question by examining two stocks in our portfolio in closer detail.
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Here’s Why Drug-Distribution and Pharmacy Stocks are Bargains Now
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Filed under: Drugs and Pharma, Investing | Tagged: By Vitaliy Katsenelson CFA, Drug-Distribution Stocks, Drugs, PBMs, Pharmacy Stocks |
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