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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (64698)9/2/2020 7:00:14 AM
From: Spekulatius  Read Replies (1) of 78947
 
re CVS - I recently averaged down on my slightly loosing position in CVS. Stock seem cheap and the company is executing quite well with their stores (COVID-19 rapid test clinics, Minute clinics). Their blather care insurer Aetna had a gangbuster quarter because utilization for health care the pandemic was low, which is good for insurers.

Of course this will not stay this way, but it still great for CVS and thy used some of the cash flow to pay down more debt. FWIW, their FCF yield on equity exceeds 10% right now. So unless it is a melting icecube, this stock is very cheap.
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