ALHC - CVS: Good Bad And Ugly - Why I'd (Still) Rather Sell Than Buy

• CVS is a healthcare administration giant generating >$300m revenues per annum - only Apple, Walmart, and Amazon earn more as listed companies.
• CVS is a blue-chip dividend payer whose share price traded as high as $110 in Feb, before falling back within double digits despite forecasting for >5% growth in FY22.
• The company faces some tricky headwinds across its 3 main business divisions - retail, health insurance, and pharmacy benefit management.
• Management is closing stores and attempting to move online, but healthcare is traditionally resistant to the online model.
• Forward thinking investors may want to cash out before the headwinds hit profitability and create a downward price correction.

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