MCKESSON CORP MCK

February 15, 2018 - 12:45pm EST by

member

						2018	2019
Price:		147.21		EPS		13	14
Shares Out. (in M):		206		P/E		0	0
Market Cap (in $M):		30,367		P/FCF		0	0
Net Debt (in $M):		4,000		EBIT		0	0
TEV (in $M):		34,367		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
11	member 3/16/18 2:12PM Re: Reproduced elsewhere? 10
Diabolical. This is even better than when KISS took off their makeup. view available tags
10	member 3/16/18 12:35PM Reproduced elsewhere?
A whole lot of similarities between this write up and this article here: https://www.advisorperspectives.com/articles/2018/03/13/the-laws-of-economics-still-apply-to-amazon?%3Ftextlink= 4 view available tags
9	member 2/25/18 9:07PM Generic Vs Branded
Apologies for dumb question but where do you see generic vs. branded broken out. Ive been through the filings and the 2017 presentation but don't see that 70/30 split outlined revenue and/or profit listed out. Also... login to read the rest view available tags
8	member 2/20/18 6:56PM Re: Re-rating after catalyst 7
I don't think Amazon put out press release "grocery is too difficult" but investors figured out that Amazon doesn't walk on water and stocks got rerated -5 view available tags
6	member 2/16/18 8:00PM Re: Valuation 4
I don't have strong opinion on their acquisition strategy. They did buy stock judicously when it was cheap. -2 view available tags
5	member 2/16/18 7:59PM Re: There is more risk here than appears on surface 3
generic issues are cyclical. they were definetely over earning a few years ago due to a tsunami of patent expirations. last few quarters we saw generic biz stabelize. MCK is the largest buyer of generics in the US. -3 view available tags
3	member 2/16/18 5:39AM There is more risk here than appears on surface
Thanks for the write-up. We would appericate your thoughts on the following: a. Amazon - it is all about data for them - if they know the consumers' behavior they can get them to consume more... login to read the rest 1 view available tags
2	member 2/15/18 3:29PM Re: question 1
2 reasons: they were over earning - profit margins were too high. And, spun off tech biz. -2 view available tags
1	member 2/15/18 2:36PM question
never looked here before, but why has ebitda declined 20-25% over the last 2 years and what gives you confidence that those headwinds are done? view available tags

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