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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (14078)	3/6/2002 10:59:38 AM
From: Wallace Rivers	Read Replies (2) \| Respond to of 78525

I think we've discussed CVS (which I currently own) here before. Lo and behold, it's up nicely of late, I actually have a profit!:>) Did anyone else buy? The same store comps look good, I just read the latest report from the brokerage firm I use; they maintain a "hold"; the verbiage is such (IMHO) that there may come a time (if they can sustain such positive comps) where that rating might change. Any comments on CVS from owners or non-owners? I still consider it a much cheaper way to participate in retail drug stores than WAG, and that's something I have heard from various value oriented managers. The opposite argument is that perhaps it has run too far, too fast.