External reports (aggregated public sources), Value Investors Club

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External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>CVS is experiencing declining performance in its Pharmacy &amp; Consumer Wellness operations</li><li>Author believes CVS's situation is similar to using bad grapes to make wine and that the segment is essentially terminal</li><li>Author suggests potential 30%+ downside for CVS and recommends pair trades like going long on CI and short on CVS, as well as noting activist investor Glenview Capital's 1% stake in CVS</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

CVS is experiencing declining performance in its Pharmacy &amp; Consumer Wellness operationsAuthor believes CVS's situation is similar to using bad grapes to make wine and that the segment is essentially terminalAuthor suggests potential 30%+ downside for CVS and recommends pair trades like going long on CI and short on CVS, as well as noting activist investor Glenview Capital's 1% stake in CVSThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Cvs Health Corp (CVS) - Thursday, Oct 3, 2024