
financial services names, like Visa V and Torchmark TMK, as well as some non-financials, like Dollar General DG, CVS Caremark CVS , General Dynamics GD, and Intel INTC. At least we are willing to ascribe these transactions to Combs, since Buffett
USB ); USG Corp ( USG ); United Parcel Service ( UPS ); Wal-Mart Stores ( WMT ); Washington Post ( WPO ); CVS Caremark Corp ( CVS ); DirecTV ( DTV ); General Dynamics Corp ( GD ); Intel Corp ( INTC ); Visa ( V ); Wells Fargo & Co ( WFC
PepsiCo PEP--dominate the portfolio. KXI holds a slew of nondiscretionary retailers as well, like Wal-Mart WMT, CVS Caremark CVS , Tesco, and Walgreen WAG. While investors shouldn't expect much more than mid-single-digit top-line growth
CVS Caremark has experienced declining operating income ..... traffic.Health reform could hold risks for CVS Caremark , including future reimbursement pressure ..... prescription volumes around 50% higher than CVS Caremark .Consolidation among competitor PBMs
order. Mail-order volumes, up 6%, benefited from excluding Walgreen from the pharmacy network, although it appears the vast majority of these prescriptions are moving to alternative retail pharmacies, most prominently CVS Caremark CVS .
with Express Scripts ESRX and CVS Caremark CVS providing drug benefits to around ..... wave. One source of uncertainty is CVS Caremark , which is still struggling to sell ..... retail model (we should note that CVS Caremark is not an IHF holding). We think
that had been picked up with new money during the third quarter. Combs also bought another 1.4 million shares of CVS Caremark CVS in the fourth quarter, adding to the 5.7 million share stake that he had initiated in the previous quarter. The
Walgreen's ( WAG -0.9% ) pain is CVS Caremark 's ( CVS +2.1% ) gain, according to the tale told by the ..... struck the bottom line of both drugstore operators, CVS says it saw a "significant benefit" from customers
* Q1 rev up 19.9 pct to $30.8 bln; Street view $30.31 bln
our $40 fair value estimate for CVS Caremark CVS after the company reported first ..... This is a conservative approach as CVS Caremark is likely to retain the prescription ..... year. Revenue was up sharply but CVS Caremark 's aggressive pricing caused margins