Seeking Alpha August 10, 2020
Summary
CVS/Aetna is a true, one-of-a-kind “Health Innovation” business.
Tech is pushing it forward; Health and Consumer Goods keep bringing in the money.
Debt load is high, but income is far higher.
Considering how big tech has taken off like a rocket and powered everyone’s portfolio for the last five months or so, many folks should be looking at rotating to the market’s forgotten earners. While many may believe value investing is dead, it is possible to find names that have growth and value – and even better when they have a solid dividend. For folks who are looking for a company with all of these qualities in spades, look past Rite Aid...
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