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Compiling comments that experts make about stocks while on public TV.


Opinion for CVS Health Corp (CVS-N)

Signal Price Bias Subject Owned

He likes this a lot. Trading at 13X earnings, a discount to its major competitor Walgreens (WBA-Q) at 16X. Trading at a big discount to the market. You get a really nice dividend. The company buys back a lot of stock. Also, has Caremark, the pharmacy management business, which is under a bit of pressure because of drug prices. You really have a diversified business model between the PBM side and the store side. Long-term fundamentals on the healthcare business are very favourable, where you have an aging and growing population. This is very attractive.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management

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