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This drugstore chain is vertically integrated by owning health insurer Aetna, and many of their stores include health hubs where medical personnel including nurses to address people's chronic health issues at a low cost. Their 2021 was solid, driven by vaccinations, but 2022 will be flat. He projects 6-7% annual growth, trades at 12x earnings. Well managed. They fill over 1 billion prescriptions a year. (Analysts’ price target is $117.53)
specialty stores
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An infrastructure company and will benefit from the US infrastructure bill. (Analysts’ price target is $160.38)
contractors
TOP PICK
Their major drug in oncology treats cancer and will earn $18 billion in revenue this year. Trades at 12x earnings and pays a large dividend. MRK has a strong balance sheet, their drug pipeline promises future growth, their balance sheet is strong, and they can resist hot inflation. (Analysts’ price target is $96.34)
biotechnology / pharmaceutical
BUY
Offers a hybrid of operations: underwriting, capital markets and especially wealth management which amounts to 50% of their revenues alone. Happy to own it.
investment companies / funds