ESRX
Express Scripts Holding Co
stock NASDAQ

Check out WBA, on its as$ but CEO new still and renegotiating contracts with customers for next year. This guy used to be CEO of their largest customer (ESRX) before it was sold to Cigna and knows what he is doing. Guidance lowered recently but he is just cleaning up the accounting. Div safe after being cut 50% earlier this year, only 35% payout ratio and pays $1 on $11 stock. CVS also says they are changing contracts next year, together they have enough mkt power to get better terms. Should trade more like 5% div yield, +80% surge coming and will happen by the time they give guidance at JPM healthcare conference Jan 13th 2025. Also healthcare should rip on Trump election

Check out WBA, on its as$ but CEO new still and renegotiating contracts with customers for next year. This guy used to be CEO of their largest customer (ESRX) before it was sold to Cigna and knows what he is doing. Guidance lowered recently but he is just cleaning up the accounting. Div safe after being cut 50% earlier this year, only 35% payout ratio and pays $1 on $11 stock. CVS also says they are changing contracts next year, together they have enough mkt power to get better terms. Should trade more like 5% div yield, +80% surge coming and will happen by the time they give guidance at JPM healthcare conference Jan 13th 2025. Also healthcare should rip on Trump election