CVS Health Corporation (CVS) is America's largest retail pharmacy/healthcare chain. The company operates in 3 segments: Pharmacy Services, Retail/LTC, and Health Care Benefits. In December 2017, the company rounded out its business by acquiring healthcare insurer Aetna. Hence, the HCB segment was formed.
I contend this is a fundamentally solid company selling at an attractive valuation.
Let's take a closer look at the company and its stock through this series of gates:
- What's the overarching investment thesis?
- Does CVS have a strong franchise?
- Does the company have a sound balance sheet?
- Does CVS