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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives -- Ignore unavailable to you. Want to Upgrade?

To: SGJ who wrote (124952)	5/18/2019 11:28:30 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 221054

Agree they are highly leveraged, but it's manageable and they're still paying a nice divy thru the process. I would say their cash flows are fairly reliable at this point and they've just started the process of cost savings and synergies. That said, you're right they'll be in the dog house for a few quarters at a min, but I think it could still easily gain 20% from these levels. Ultimately there will be more mergers in this space and I think CVS is ahead of the game here w/their overall model.