CVS Health Corp (CVS-N)

(A Top Pick Jun 29/20, Up 32%) They became big after buying Aetna. They're broadening offering within stores to offer services like nurse practitioners. They think beyond just being a drug store. They're well-positioned in their industry. Take a long-term view, but you can buy this at current prices.

He prefers CVS to WBA. WBA has spun its wheels a bit. CVS has better management, and it's vertically integrated with Aetna and its pharmacy benefit manager. As the pandemic eases, its revenues from Covid will shift to other areas, such as HealthHUB for chronic conditions.

(A Top Pick Jun 29/20, Up 23%) Right place, right time. Purchase of Aetna has done well. Still reasonably priced. Solid execution. Will benefit as the health system transforms in the next years.

One of the cheapest stocks on the S&P. Amazon has challenged them as a drug store while competitors challenge them in the insurance side. If they raise their numbers and back that up with solid traffic projections, maybe a debt paydown, this stock could finally get the traction it deserves. They report Tuesday

Known as a pharmacy, but the CEO has expanded it a lot. They bought insurer Aetna and are vertically integrated. Also own a pharmacy benefit manager, plus CVS operates 10,000 physical locations across the U.S., writing over a billion subscriptions annually. Currently, CVS is engaged in vaccine distribution. CVS trades at a cheap 10x PE and has a free cash flow yield of 13%. Well-managed. The market is starting to see this as more than just a drugstore chain. (Analysts’ price target is $85.17)