Posted: Monday, March 11, 2013 7:22 AM ET
We feel that the current economic situation is positive and that the U.S. will continue to grow slowly for the remainder of 2013. That said, there are some very credible risks that could push the economy back into recession. For this reason we suggest investing in a company in the drug store industry which has both cyclical and defensive characteristics. CVS Caremark (CVS) appears to be the most promising company in the sector, as well as the industry leader, and we believe it to be an excellent buy and hold opportunity.
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