Notes from https://www.barrons.com/amp/articles/cvs-earnings-stock-price-3c8d4612

• CVS
  • CEO Karen S. Lynch
• CVS Health earnings
  • Q1
    • aeps (adjusted earnings per share) = \$1.31
    • revenue = \$88.4 billion
  • full-year guidance for earnings per share to at least \$7
• Medicare Advantage is the privately managed, government-funded insurance plan

Notes from https://www.barrons.com/amp/articles/joe-rosenberg-dies-loews-strategist-9d033987

• Joe Rosenberg
  • CIO at Loews
  • chief investment strategist at Lowes
  • advisor to the Tisch family
  • was hired by Laurence Tisch
  • proficient in investing in commodities, fixed income, currencies, or stocks
  • home in Maplewood, N.J.
  • was prickly and intimidating, but once someone gained his confidence, he was generous with his time and insights
  • he worked on a kibbutz in Israel
• Loews
  • the conglomerate controlled by the Tisch family
  • CEO James Tisch
• Trans World Airlines
• CNA Financial
  • the property and casualty insurer controlled by Loews
• the ’21’ Club in Manhattan
• investment luminaries, including Leon Cooperman, David Tepper, Dan Och, Robert Rubin, and Stan Druckenmiller
• In 2011 the market had been depressed by worries over sovereign debt in Europe
• look at companies whose stocks are down a lot this year
• Pfizer CEO Albert Bourla … was spending too much on acquisitions to bolster the pipeline