CVS

📈 Health insurance companies are reviving - higher Medicare Advantage reimbursements have brought strong growth!
The U.S. health insurance sector is posting strong gains today after the administration announced an unexpectedly large increase in Medicare Advantagereimbursements for 2026.+2,2 % the final increase of 5,06 %which was welcomed by the sector as a very positive boost...
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CVS stock is up more than 15% after yesterday's results. While the results were not particularly good, they beat expectations. I sold the stock at the beginning of the year and I'm glad I did. The stock is up now, but I still don't like the fundamentals.

What's your take on $CVS?

Are you still holding $CVSstock ?

The stock has already fallen several tens of percent this year and the fundamentals don't look good to me at all. I have a smaller position and plan to still hold, but a lot will also depend on the next earnings.

Today, $CVSstock jumped 5%, but for the year, it's still at a significant loss. I have an intermediate position and am currently approximately -11%. I won't be selling, but I will be very interested in the next results and will decide whether to hold or sell in 2025 based on that.

How do you currently view $CVS? Are you buying, holding or selling?

What do you think of Donald Trump's appointment of Robert F. Kennedy Jr. as Secretary of Health?

This guy is quite famous for his criticism of the pharmaceutical industry. Several pharmaceutical stocks plunged in price after this news, and $MRNAstock saw a significant drop (-7%). I've sold some stocks in this sector this year, so I'm not that bothered. I currently only have $C...
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📈 CVS Health stock on the rise: strong results and changes in leadership!

CVS Health $CVS, one of America's largest providers of healthcare services and pharmacy products, posted strong quarterly results that beat analyst expectations. The result was a sharp rise in share value. The company's revenue increased by 6,3 % to an impressive $95.4 billion, while earnings per share...
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I think yesterday was very interesting for everyone and it had a very positive impact on the stock market. From what I looked at, the stocks that rose the most in my portfolio were $TSLA, $CAT, $CVS and $BAC.

Which stocks in your portfolio rose the most yesterday?

🚀 Key events and company results in the coming week!
We have a packed schedule again this week, spiced up with the culmination of the presidential battle between Vice President Kamala Harris and former U.S. President Donald Trump. ...
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Next week will also be very interesting in terms of company results. I will definitely be interested in the results of $O, $PLTR, $CVS, $RACE and $DUOL.

Which companies' results will you be interested in?

In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O, $VICI) and maybe even $CVS.

What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?

Shares of $CVS are already down nearly 30% this year . I'm bought and held. I'm not gonna buy back in. The company's fundamentals have deteriorated significantly. I will monitor the company and decide whether to hold on or sell based on year-end results.

How do you currently view $CVS?