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@Deep_Brief438 1 month ago

CVS feels like a slow-burn play

CVS feels like a slow-burn play

CVS Health has been facing margin pressure, but the scale of the business is still enormous. The demand in the healthcare sector is certainly not dwindling. It's almost like it is a slow buildup rather than a bounce back in the market. 
Do you like to see yourself in a situation like this or avoid it?

@BrianHoward 1 month ago

CVS Health definitely has a lot of moving parts with the insurance side of things. it’s a bit of a bumpy ride lately but the physical stores still feel like a huge moat.