CVS: A Great Stock for Amy

Mike Santoli: CVS has been terrible stock year to date, but at about eight times earning, it's probably a lot of bad news is priced in. We think expectations have gotten very high there. Splunk's worked well too, but not quite as well as cadence. And just bring down the PE of the portfolio so that you can get a 30 PE versus K-dence at 45-ish.