"CVS is already a small position in the portfolio, and the manager views HIMS as a complementary healthcare holding that improves diversification rather than replacing CVS."
@ ~$27.91
"My Investment Portfolio Update 2026"
Latest analyst takes
"CVS is already a small position in the portfolio, and the manager views HIMS as a complementary healthcare holding that improves diversification rather than replacing CVS."
"I'm watching CVS and expect a downside toward the 61.8% Fibonacci retracement near 77, so I'm positioning with short-dated puts (and a few calls) while waiting for a 5/13 moving-average confirmation."