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    1. UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM

      Headlines

      Mon, 30 Mar 2015

      process approximately 1 billion prescription claims annually and become the third-largest PBM in the nation following CVS CVS (1.1 billion annual claims) and Express Scripts ESRX (1.3 billion annual claims). After analyzing the deal, we

    2. UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM; We Believe It's a Positive Transaction

      Commentary

      Mon, 30 Mar 2015

      will process approximately 1 billion prescription claims annually and become the third-largest PBM in the nation following CVS (1.1 billion annual claims) and Express Scripts (1.3 billion annual claims). After analyzing the deal, we don't plan

    3. From Barron’s, March 23, 2015 (Part 1)

      Commentary

      Sat, 21 Mar 2015

      BUD, BRK-A/B, AAPL, HON, JPM, BLK, NFLX, DIS, NVS, M, Tencents/700.hk/TCEHY, FCA.it/FCAU, GILD, CVS , TJX, RYA.ir/RYAAY, GOOGL, UA, HDB, REGN, SBUX, FDX, SoftBank/9984.ja/SFTBY, ICE, ABT, Fast Retailing

    4. 5 Cash-Heavy Funds for the Cautious Investor

      Headlines

      Tue, 3 Mar 2015

      approaches investing. The fund's top holdings are more conventional value plays such as Microsoft MSFT, Oracle ORCL, CVS Health CVS , and Aon AON. Wally Weitz lives in Omaha, Nebraska, and he tries to invest like fellow Omahan Warren Buffett

    5. Mixed 4Q for CVS as Solid Top-Line Growth Is Again Offset by Profit Headwinds

      Commentary

      Tue, 10 Feb 2015

      CVS reported another mixed quarter; however, these results ..... removal of tobacco products). However, we believe CVS has also priced its pharmacy benefit management products ..... our perspective, much of this lost business was won by CVS .

    6. Cardinal Reports Mixed Fiscal 2Q, Growth Remain Strong but Profits Pressured

      Commentary

      Thu, 29 Jan 2015

      operating margins compress 19 basis points to 2.14%. While the firm did benefit from its generic sourcing partnership with CVS , it faced continued underperformance from its Canadian operations and a revenue shift toward lower-margin product mix. We

    7. McGregor: Oakmark Equity and Income Fund: Fourth Quarter 2014

      Headlines

      Thu, 15 Jan 2015

      return to the Lipper Index is 7%. Oracle, CVS Health, UnitedHealth Group, TE Connectivity ..... Dynamics (sold), United Health Group, CVS Health, Union Pacific and Oracle. Loser’s Game? The Financial Times’ 1 always interesting ..... 31/14, Oracle represented 3.9%, CVS Health 2.7%, UnitedHealth Group, Inc

    8. UPDATE 1- CVS to cover Gilead hepatitis C treatment over AbbVie regimen

      Headlines

      Mon, 5 Jan 2015

      (Recasts with attribution from CVS ; adds Express Scripts, analyst comment, background)

    9. IMport Excel Files & Get Rid of minus default cash # in portfolio manager????

      Commentary

      Fri, 2 Jan 2015

      How import excel file xls, cvs , etc into protfolio mngr??? Tried searching Google and came up ver compicate ways to get to QIF's. Using portfolo mngr get negtive cash no. = to stk values entered. Can not delete the ngative cash #????

    10. From Barron’s, December 22, 2014 (Part 2)

      Commentary

      Sat, 20 Dec 2014

      indicators here: http://online.barrons.com/public/page/9_0210-investorsentimentreadings.html Bullish stories: CVS [pg 15]; Bed Bath & Beyond [ BBBY ; pg 16]; semi-truck trailer maker Wabash International [ WNC ; pg 18]; shale gas

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