Boiler Room: The Official Stock Market Discussion

ahomeplateslugger

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Going long in CVS starting Monday.

Will be building a position. Plan to hold this baby for 10+ years.

CVS is running this healthcare shyt.

They own PBM(CareMark), Health Plan(Aetna) and Retail Pharmacies.


cvs.png


They make money coming and going.

Their PBM is more profitable than their retail stores. Because PBM can write a blank check and @No1 knows the true underlying costs associated with drugs. It's basically a conflict of interest. :whistle:



And don't get me started on drug pricing. Even your generic $5 drug prescriptions are overpriced :mjlol:. A lot drugs are literally being acquired for pennies.






3 PBM's control 80% of the market, and look who owns most of it :whistle:
Market%20Share_2.png

i've been checking CVS at this valuation as well. it's a great deal right now and i plan on starting a position soon. my only concern is i have a lot in walgreens so feels like i'll be too heavy in that sector.
 
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