McKesson ($MCK) podcast mentions
Per Ticker.id: 11 McKesson ($MCK) mentions across 6 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-21.
Well, you're looking at two very different types of investments. Yes, they're both healthcare. Now, what I will say is McKesson, MCK, we own for clients. It's one of our long-term holdings. It's a very, very strong business, $117 billion market cap. It just had a pretty big run back in. Let's see, it bottomed in June around $730 per share. Now we're over $1,000. So it's already had a nice run. So it's a little overbought, I would say, in the short term. But once again, we're long-term holders, 58% return on invested capital, low margins. But it's what they do is they are basically a medical distributor. So if you're a doctor's office, you don't want to be going to a bunch of different places to get you know, your gauze and your Band-Aids and your disinfectants and all the things that go into running a medical practice. So you go and you buy them all.
Justin Klein · InvestTalk · Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means · 2026-10-21You get your shipments every, you know, few days from them for with needles and whatever you need, right? And so they just turn over their inventory constantly and they just produce a great service and very consistent business. So We like McKesson a lot. We would own McKesson. Now, yes, McKesson somewhat diversified. It does do some other things like some pharmacy benefit management. It does logistics, distribution, medical surgical supplies. It's all over the place, but it's also not a pure play, right? There's health. If you go look at, for example, VHT, you're owning Eli Lilly, who produces pharmaceuticals, Johnson& Johnson, which does pharma and medical devices, AbbVie, which is more on pharmaceuticals.
Justin Klein · InvestTalk · Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means · 2026-10-21And they, they bought— was it coming as cosmetics? I forgot the name of it, but Allergan, there we go. So they own Allergan. You have McKesson, or sorry, Merck, another biopharm, then UnitedHealthcare, which is in the health insurance space, Thermo Fisher Scientific, which is more in the research and development side of healthcare. Okay. So you can see that VHG is going to give you much broader, much, much more diversity. I have to look at the rest of your portfolio. What other healthcare stocks do you have? But I really like McKesson. We've owned it for a while and it's just a fantastic business. So I'm going to lean on the McKesson side, but this goes back to I'd have to look at your old portfolio.
Justin Klein · InvestTalk · Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means · 2026-10-21Yeah, that's a very interesting question. My short answer is that I see fewer deals, better deals, and maybe more accountability for whether the investment actually made care better. First, from financial engineering to operating excellence. So the, the, the roll-up era is giving way to fewer higher quality deals. Ophthalmology shows it. Fewer than 100 groups transacted in 2025 versus more than 300 in 2021. Second, strategic buyers are stepping in. Drug distributors such as McKesson, Sencora are already acquiring ophthalmology and retina platforms. So expect more of that vertical integration where specialty care delivery meets the drug and supply chain.
Zain Kanderyan · Becker’s Healthcare Podcast · Building Global Healthcare Institutions Through AI, Innovation and Strategic Investment with Dr. Zain Kenderian · 2026-10-19I'm a longtime listener, a member of the Investment Club, and my stock Today is McKesson Corporation. McKesson's a winner. I wish that, you know, it is a middleman, but it is a winner. The stock is going to go much higher. It is exactly what you buy in this environment.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/14/26 · 2026-10-14I mean, I knew a little bit about it, but I really had disliked living in Los Angeles and really wanted to get out of there and ask for a transfer to San Francisco. And the magazine kindly permitted me to do that. And then San Francisco was very different in the early '80s to what it is today when it comes to technology companies today. Driving down to the office today, every single bus in San Francisco, every billboard is plastered with AI advertisement. Back in the early '80s, this was not a tech— San Francisco was not a center of technology whatsoever. I mean, The companies of significance in San Francisco were companies like Chevron and Bank of America and Wells Fargo and McKesson and all state companies. The youngest company of any kind was the Charles Schwab Company.
Sir Michael Moritz · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · RWH073: Unstoppable w/ Sir Michael Moritz · 2026-10-11