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Second Half Strategy 7/5/23

Halftime Report

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The Magnificent Seven, the SPY and the XLK

The upcoming quarter has the highest probability to be the weakest quarter of the four quarters for 2023. John, what's advice on CVS? He bought it at $87 and it's going down. At eight times forward earnings, three and a half percent dividend yield, buying back shares and having made transformative acquisitions just this year,. I think there is a blue sky ahead for CVS.

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