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

To: Spekulatius who wrote (63140)	1/11/2020 8:42:36 AM
From: bruwin	Read Replies (1) \| Respond to of 78750

CVS seems to exhibit similar ratios to WBA with slim margins and only 1.8% left over on its Bottom Line, but with the added aspect of having more of a "debt expense" problem removing about 26% of the only 4.8% of Revenue left over at the EBITDA level .... However it has shown a fairly consistent rise in its Revenue stream over the last 8 Quarters ...... In its first 5 Quarters below, the Net Income numbers did not rise with the Revenue, but that has since shown improvement in the last 3 Quarters ..... That recent Bottom Line improvement seems to have been reflected in CVS's share price over that period .... Seems to me that the $80 a share price is possibly a number to keep an eye on in conjunction with what comes out in CVS's future Quarterlies ......

To: Spekulatius who wrote (63140)	1/11/2020 12:31:30 PM
From: Madharry	Respond to of 78750

as a consumer i remember being irritated at least twice in in the last year on rare trips to walgreens. once i went as i saw the something for sale on line so i went to buy it at the store only to find that it was not on sale at the store, just on line. the second time was when I had a prescription sent there . I could not open the tamper proof container it came in. I had to break it open and put the contents into a cvs drug container. the reality is it makes much more sense to pick up a prescription at a grocery store or costco than make a special trip to walgreens. the us stores ive been in have been pretty dingy.as compared to the boots stores i was in in the uk.