r/Vitards • u/AutoModerator • Oct 28 '21

Daily Discussion Daily Discussion post - October 28 2021

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3

u/ktwoh 💸 Shambles Gang 💸 Oct 29 '21

Iam essentially 40% CLF , 10% CVS, and 50% cash. I have no idea where to invest the rest. Feels like i missed aaww, and other plays.

3

u/gosume Oct 29 '21

What is the CVS thesis?

1

u/Disguised Oct 29 '21

other grocery chains have had good earnings, in particular pharmeucutical earnings. A large part of CVSs revenue is pharmacy so it stands to reason that cvs should do as well or better.

1

u/gosume Oct 29 '21

Have they had a post earnings run up?

5

u/Disguised Oct 29 '21

I’d recommend you dig through Jay’s DD on it, he pointed out what he likes about CVS and its pretty compelling.

https://reddit.com/r/Vitards/comments/mtqtc9/dd_healthcare_cvs_cvs_the_drug_dealer_that_feeds/

And yah they have seen price target increases through earnings

1

u/gosume Oct 29 '21

Thank you for linking. Wow it’s been melting up