Posted: Feb 10, 2010 11:12 AM by Ryan C. Fuhrmann
CVS Caremark (NYSE:CVS) rode an unexpected improvement in its pharmacy benefit management (PBM) business to better-than-expected earnings growth during its fiscal fourth quarter. However, the jury is still out as to whether the addition of Caremark to the retail drug business was a good use of shareholder capital.
http://www.fool.com/investing/general/2007/08/03/cvs-caremark-is-no-sicko.aspx
Ryan Fuhrmann, CFA
August 3, 2007
It’s scary to play “Lewis and Clark.” But after listening to CVS Caremark‘s (NYSE: CVS) second-quarter conference call, it’s quite apparent that the newly formed entity is intent on blazing a new health-care trail.
http://www.fool.com/investing/value/2007/05/08/cvscaremark-tie-the-knot.aspx
Ryan Fuhrmann, CFA
May 8, 2007
CVS/Caremark (NYSE: CVS) was a combined entity a full 10 days during the first quarter. While it’s too early to see if CVS blazed a new health-care trail by combining a drugstore chain with giant pharmacy benefit manager (PBM) Caremark, there are still interesting tidbits to pass along from recently reported results.
http://www.fool.com/investing/general/2007/02/02/uncertain-outlook-on-cvs.aspx
Ryan Fuhrmann, CFA
February 2, 2007
Fellow Fool Matthew Crews put it well when he recently said these are interesting times for drugstore operator CVS (NYSE: CVS) as it pursues increasingly large and complicated acquisitions. But has the company bit off more than it can chew?
http://www.fool.com/news/mft/2006/mft06110240.htm
By Ryan Fuhrmann, CFA
11/02/2006
Retail drugstore firm CVS(NYSE: CVS) has never been afraid to acquire competitors to supplement its internal growth prospects. While yesterday’s third-quarter results included what investors have come to expect — strong retail growth with a couple of modest acquisitions — they were hit over the head with an announced deal that few could have imagined.
http://www.fool.com/news/mft/2006/mft06091418.htm
By Ryan Fuhrmann, CFA
09/14/2006
The stock market is currently trading at a four-month high, but it could still be volatile. Some investors worry that the U.S. economy is in the midst of a slowdown, which could be exacerbated by any major slowing of the housing market. In any case, it’s always a good idea for Fools to try to recession-proof their portfolios.