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TMFHelical (98.70)

Activism at CVS

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April 12, 2011 – Comments (0) | RELATED TICKERS: CVS

It was just the end of January that I let CVS go from my Helical port in favor of Medco Health.  I like CVS, but it wasn't performing and Medco was a purer play into pharmacy benefits management.  I like PBM both for its business and its important position in the movement for integrated health IT.  The brick and mortar CVS is nice too, and I like the use of minute clinics within them to drive traffic and revenues, but clinics are showing up in Wal-marts and Targets as well.  [Wish some of these clinics would IPO].

Well CVS is back in the Helical port.  The reason is the news that a successful activist group is involved and encouraging change.  Could be enough to get this going over the next couple of years.  Since TMFDeej brought this to my attention before I noticed the stories, lets go blog to blog for more.

http://caps.fool.com/Blogs/activist-stock-investor-losing/570784

So, CVS which I sold 1/31 75sh for ~$34.20, I buy back on 4/7 100 sh @~35.62.  More for more.  I'm willing to be fickle given reason.

 

TMFHelical

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