CVS Gets an Activist Check-Up
Update: 2024-09-301
Description
Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?
(00:19 ) Seth Jayson and Dylan Lewis discuss:
- Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.
- How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.
(15:08 ) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.
Companies discussed: CVS, KBH, KMX
Host: Dylan Lewis
Guests: Seth Jayson, Mary Long, Jason Moser
Producer: Ricky Mulvey
Engineers: Tim Sparks, Rick Engdahl
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