CVS Caremark (CVS -0.2%) looks like a good defensive long-term play, according to Stephanie...

|About: CVS Health Corporation (CVS)|By:, SA News Editor

CVS Caremark (CVS -0.2%) looks like a good defensive long-term play, according to Stephanie Link. She likes management's focus on quality of contracts over pricing and sees a continual grab of market share from Walgreen. If the WAG-ESRX continues to the end of the year, factor in another $0.02-$0.03 to the bottom line of CVS.