We're checking in on the way rates are hitting home and autos.

Mounting Full Money starts now.

I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool analyst Seth

Jason Seth. Seth, thanks for joining me. Yep. We've got another activist in the

wings and we are catching up on housing and car market data and earnings reports

Seth as we talk here today leadership at CVS has some visitors from Glenview Capital.

The Hedge Fund reportedly has built up a decent stake in CVS

and has some ideas for the company's management team.

Sounds an awful lot like we might be looking at another activist investor here.

Yeah, and it's one of those stories where we get this big headline in, I guess it's the Wall Street Journal,

which is then quoted all over the place.

If you look in there, there's like no details of any kind.

What they might want?

What would you do to CVS?

And so I haven't looked at CVS as a company for a while,

so it was fun to dig in a little and see kind of what an

interesting mess it is especially for me this weekend because I had a couple of

very interesting CBS experiences as a consumer regarding, you know, the front of the store, which is one of the problems they're having, right? So the front of the store is that like non-pharmacy stuff, right? It's the chips and all of that kind of stuff and and I guess

maybe the medical braces that I had such a weird experience with them they had

something in there was 28 bucks but with the app it was like 18 and I said can I just get it for 18 and they said

oh no we can't do that and I didn't I was like I'll just order on the app then and

pick it up in 10 minutes it just gives you, to me it's telling, it gives you an example of kind of the work they have to do in many places at CVS.

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