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Value Pick of the Week August 18, 2024

After a two-week hiatus from the Pick of the Week, this week’s pick is McKesson Corporation (MCK).  MCK distributes pharmaceuticals, provides technology solutions to medical practices, and offers third-party logistics solutions within the medical community.  It’s also coming off 13.1% dip and recently increased its dividend by 15%.  Unlike CVS, a pick from October 2022 that hasn’t done well, it doesn’t have a retail segment and has increased 176.0% in the past three years.


 


The last few weeks have been a roller coaster, and last week was on the upside with the S&P 500 gaining a whopping 3.9%.  Three of our past picks did exceptionally well during the week:

 

  • Nvidia (NVDA)                    +18.9%

  • Ulta Beauty (ULTA)              + 17.1

  • Zscaler (ZS)                     +10.6


 

Have a great week!

 

Chris

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