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(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.
Prefers this over Visa. It has a higher growth runway than Visa. Expects $15B in revenues. Near-term, a return to a more normal world will help Mastercard and spending volumes. Travel and cross-boarder transactions will come back and help volume. Secular shift away from cash will also continue to be a tailwind. (Analysts’ price target is $356.29)
Prefers this over Visa. It has a higher growth runway than Visa. Expects $15B in revenues. Near-term, a return to a more normal world will help Mastercard and spending volumes. Travel and cross-boarder transactions will come back and help volume. Secular shift away from cash will also continue to be a tailwind. (Analysts’ price target is $356.29)
(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.