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    1. Ultimate Stock-Pickers: 10 High-Conviction and New-Money Purchases

      Headlines

      Tue, 18 Nov 2014

      we're invested in companies that make healthcare more affordable, such as drugstore and pharmacy benefits manager (PBM) CVS Health. Perrigo fits into the second category, as its low-priced OTC and generic prescription drugs provide consumers with

    2. UPDATE 2- CVS posts slightly higher-than-expected quarterly results

      Headlines

      Tue, 4 Nov 2014

      CHICAGO, Nov 4 (Reuters) - CVS Health Corp reported slightly higher-than-expected quarterly results on Tuesday, helped by growth in sales of specialty drugs and new client additions in its pharmacy benefits business.

    3. In-Line Third Quarter for CVS as Solid Top-Line Growth Is Offset by Profit Compression

      Commentary

      Tue, 4 Nov 2014

      CVS reported somewhat of a mixed bag for its 2014 third-quarter results. However, the firm’s performance largely fell in line

    4. From Barron’s, November 3, 2014 (Part 2)

      Commentary

      Sat, 1 Nov 2014

      from The Art of Successful Investing Conference: Scott Black: SWKS, SNX, AXAS Ross Margolies: DAL, RJET William Priest: CVS , SAF.fr Oscar Schafer: ANIP, BERY Meryl Witmer: NVGS, GPK Marc Faber: IOI.ma, WIL.si Pg 41: Tom Schindler runs

    5. Express Scripts Well Positioned for New Health-Care Order

      Headlines

      Fri, 31 Oct 2014

      competitive position has improved, aggressive pricing by competitors could still hurt profitability. For example, CVS Caremark may have an incentive to underprice its PBM offering to drive more traffic to its retail stores. While some health

    6. Cardinal Reports in Line Fiscal 1Q, Growth From Nonpharma Distribution Lines Remain Strong

      Commentary

      Thu, 30 Oct 2014

      will watch closely how these investments develop over the course of fiscal 2015. Cardinal's generic sourcing partnership with CVS provides a positive trend. This partnership remains on track and should be accretive to fiscal 2015 earnings. We believe this

    7. Apple CEO fires back as retailers block Pay

      Headlines

      Tue, 28 Oct 2014

      LAGUNA BEACH Calif. (Reuters) - Apple Inc CEO Tim Cook fired back at CVS and Rite Aid on Monday after the drugstore chains blocked the iPhone maker's mobile payments service, saying there were plenty of other retailers around the world to sign up.

    8. Apple CEO fires back as retailers block Pay

      Headlines

      Tue, 28 Oct 2014

      LAGUNA BEACH, Calif., Oct 27 (Reuters) - Apple Inc CEO Tim Cook fired back at CVS and Rite Aid on Monday after the drugstore chains blocked the iPhone maker's mobile payments service, saying there were plenty of other retailers around the world to sign up.

    9. CVS Health, Rite Aid block Apple Pay in their stores - NYT

      Headlines

      Mon, 27 Oct 2014

      Oct 27 (Reuters) - Drug retailers CVS Health Corp and Rite Aid Corp have disabled Apple Inc's new electronic payments service Apple Pay from their stores over the weekend, the New York Times reported.

    10. Glaxo Posts Largely In-line 3Q with SG&A Cost Cuts Mitigating Pricing Pressure in Respiratory Drugs

      Commentary

      Wed, 22 Oct 2014

      traction and new contracts begin with Express Scripts (top drug Advair will be removed from the "exclude" list in 2015) and Caremark (competing drug Symbicort will be added to the "exclude" list). While we are concerned about the poor initial sales of

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