AET - The Investment Case For CVS
Despite the retail pressures, the recent sell-off in CVS (CVS) presents a buying opportunity. To be fair, CVS has received some deserved, negative sentiment due to some changes in retail and healthcare. However, the company is at a pivotal point in its future. First, the company has excellent fundamentals, showing net income and earnings growth over the last five years. Second, the acquisition of Aetna (AET) and other innovative developments demonstrate management's commitment to evolve the company for the future. I believe more capital investment will have to be made, but