CVS has been a long hold of mine for a couple years now. Whatever you may think of their pharmacy experience, they are a financial powerhouse. Consistently growing revenue and margins and delivering quarter after quarter beats on estimates. I have also been a fan of their minute clinics models and their vertically integrated payor/provider model. While cvs isn’t going to 10x anytime soon it has delivered consistent growth, solid dividend and has totally shrugged off amazons entry into the space thus far.
https://www.cnbc.com/amp/2022/08/03/cvs-health-cvs-q2-2022-earnings.html
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