Express Scripts: An Undervalued, Dominant Healthcare Player

Vishnu Lekraj: With the recent noise in the system in terms of drug pricing within the United States, there have been a number of companies that have been hurt from a stock perspective over the past several months.

One of these stocks is Express Scripts. However, we believe this stock is still a wide-moat company that commands a significant portion of the pharmaceutical supply chain and is able to deliver significant returns on capital to their investors. We believe this has not changed. Our thesis for the company is still intact, and we believe it will be a dominant player in the healthcare market moving forward.

With that said, and some of the recent negative sentiment with the stock, we believe it's a good opportunity for investors to get involved with Express Scripts at its current price. Right now, the stock is priced advantageously. And in combination with its wide moat, we believe again it's a very good opportunity for investors to take advantage of a strong healthcare company that's going to experience some good growth at a good production of value over the next several decades.