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Pepsi, CVS Caremark, and the FTC
Adam Fein
Drug Channels - Mar 17, 2010
CVS Caremark Corp (CVS)  -  Adam Fein  at  Pembroke Consulting
Dinah Brin at Dow Jones reports that a recent Federal Trade Commission (FTC) decision regarding Pepsi could have implications for the agency's ongoing probe of CVS Caremark (NYSE: CVS). See Pepsi Ruling May Have Implications For FTC's Review Of CVS . An antitrust lawyer quoted in the Dow Jones article states: "There are parallels between the two cases." 
CVS Upgraded to Neutral
 
Zacks - Analyst Blog - Feb 24, 2010
CVS Caremark Corp (CVS)  -   Zacks Investment Research
We have recently upgraded our recommendation on CVS Caremark Corporation ( CVS , Analyst Report ) to Neutral. During the fourth quarter of 2009, the company reported earnings per share (EPS) of 79 cents, beating the Zacks Consensus Estimate by a penny 
Walgreens bringing back beer, wine
 
STLtoday.com Top Business Headlines - Feb 24, 2010
CVS Caremark Corp (CVS)  -  Jeffrey Jonas  at  Gabelli & Company
The reintroduction of beer and wine, which are relatively high ticket items, is one way that Walgreens is trying to drive more traffic to its stores, said Jeff Jonas, an New York based analyst with Gabelli & Co "They've done all right there, but they've trailed CVS," he said, adding that CVS has been outperforming Walgreens recently 
CVS moves to streamline Caremark unit
 
Providence Business News - Feb 22, 2010
CVS Caremark Corp (CVS)  -  Helene Wolk  at  Sanford C. Bernstein
Helene Wolk, a New York based analyst with Sanford C Bernstein & Co, agreed that the effort could benefit CVS 
CVS to Invest 'Substantial' Amount to Integrate Caremark Units
 
BusinessWeek - Feb 19, 2010
CVS Caremark Corp (CVS)  -  Helene Wolk  at  Sanford C. Bernstein
"Caremark has kind of cobbled together the information systems of their various acquisitions," said Helene Wolk, a New York based analyst with Sanford C Bernstein & Co who rates the shares "outperform" 
What's Next in Drugstore Deals
 
Minyanville - Feb 19, 2010
CVS Caremark Corp (CVS)  -   UBS
UBS analyst Neil Curry wrote in a report this week that Rite Aid ( ) could be the next drug store name to be swallowed by one of the three major drug retailers: Walgreens, CVS Caremark ( ), and Walmart ( ) "We think any of these operators could significantly enhance Rite Aid profit metrics and add meaningful synergies," he wrote 
Rite Aid advances as UBS analyst says company could sell stores to Walgreen ...
 
CanadianBusiness.com - Feb 18, 2010
CVS Caremark Corp (CVS)  -  Neil Currie  at  UBS
NEW YORK (AP) , Shares of Rite Aid Corp jumped more than 10 percent on Thursday after a UBS analyst said the company might be a takeover target for rivals Walgreen Co., CVS Caremark Corp or Wal Mart Stores Inc. Analyst Neil Currie said each company would have good reason to consider buying at least some of Rite Aid's 4,800 stores. 
Walgreen move may grease rails for Rite Aid takeover
 
DailyHerald.com - Business - Feb 18, 2010
CVS Caremark Corp (CVS)  -  Neil Currie  at  UBS
Wal Mart Stores Inc, the world's biggest retailer, and CVS Caremark Corp and Walgreen, the two largest US drugstore chains, may be interested in Rite Aid's stores, Neil Currie, an analyst at UBS Securities LLC, said in a note to investors 
Rite Aid climbs as analyst talks sale options
 
The Seattle Times: Business & Technology - Feb 18, 2010
CVS Caremark Corp (CVS)  -  Neil Currie  at  UBS
NEW YORK — Shares of Rite Aid Corp jumped more than 13 percent on Thursday after a UBS analyst said the company might be a takeover target for rivals Walgreen Co., CVS Caremark Corp or Wal Mart Stores Inc. Analyst Neil Currie said each company would have good reason to consider buying at least some of Rite Aid's 4,800 stores. 
Rite Aid advances as UBS analyst says company could sell stores to Walgreen, CVS or Wal-Mart
 
Minneapolis Star Tribune - Feb 18, 2010
CVS Caremark Corp (CVS)  -  Neil Currie  at  UBS
NEW YORK , Shares of Rite Aid Corp jumped more than 13 percent on Thursday after a UBS analyst said the company might be a takeover target for rivals Walgreen Co., CVS Caremark Corp or Wal Mart Stores Inc. Analyst Neil Currie said each company would have good reason to consider buying at least some of Rite Aid's 4,800 stores. 

 
 
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