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you are on the right path, but you need to do look at why sentiment on CVS has eroded...one reason is that contrary to myth, people are cutting back a bit on Rx trends - either by splitting tabs or delaying utilization..the only silver lining is generics - with co pays of $5 vs copays of $25 for branded, its pushing profits up nicely and drug retailers are leveraging that
Jan 05 11:31 am
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All Comments by Dan Jacome »Testing the Efficient Market Hypothesis on CVS Caremark [View article]