AET - Fans Of CVS-Aetna Deal Should Enter Via Aetna Shares
The entity created should CVS Health (CVS) successfully acquire Aetna (AET) is interesting to us. Both companies on their own have shown consistent growth in NOPAT, both have been profitable each and every year for the last 16 years (CVS has generated a profit every year in the 30 years of data we have), and both grew revenue/share during the 2008 recession. Thus, with the recent pull-back in the shares of both companies, we felt it was an appropriate time to take a closer look at what the combination of these