25 Stocks on Jim Cramer’s Radar: Arm, Arista, and CoreWeave

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14. CVS Health Corporation (NYSE:CVS)

CVS Health Corporation (NYSE:CVS) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer expects a good quarter from the company, as he commented:

I might be on a roll here, and I want to press my bet by telling you that I think that CVS will give you a good quarter, too. I wish the stock hadn’t run so much, but CEO David Joyner, he’s done a great job fixing up CVS while Rite Aid closed down and Walgreens is self-immolating. Don’t forget, I think Aetna’s going to have good numbers buried within CVS.

CVS Health Corporation (NYSE:CVS) provides healthcare solutions through insurance, pharmacy benefit management, and retail pharmacy services. Cramer discussed the company during the April 23 episode, as he said:

Let’s start with a solid company with a stock that sells at 11 times earnings, CVS. I’m all for buying it for the Charitable Trust, but we held off because we have too many positions. CVS owns Aetna, which I think is a pretty good, not, well, it’s not as, maybe, as good as UnitedHealth, but a pretty… good company. Reported a tremendous quarter earlier this week. But UnitedHealth is certainly in the ballpark.

I think Aetna’s good. CVS owns 8,932 drugstores. Not that long ago, there were three big drugstore chains: Rite Aid, Walgreens, and CVS… Walgreens got taken private. It’s now pulling back from a huge number of stores. They may not even be a factor at this pace a few years from now. Because they’re private, though, we don’t really know what it is. But I know something. CVS CEO, David Joyner, gave you a terrific quarter last time. I think it’s only going to get better as the competition disappears. I prefer CVS to ServiceNow. Okay, I’m out there.

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