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Barron's Streetwise

Paramount Eyes An Offer. Plus, What’s Ailing CVS?

Barron's Streetwise

Barron's

Business

4.71.6K Ratings

🗓️ 2 February 2024

⏱️ 28 minutes

🧾️ Download transcript

Summary

Jack looks at Byron Allen’s latest media bid and speaks with two top healthcare analysts.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

This podcast is brought to you by Alex Partners.

0:03.0

Read the results of the fifth annual Alex Partners Disruption Index online today at disruption

0:10.0

com. Alex Partners.com.

0:20.2

Pharmacy has touched in health care more than any other area. On average, the person picks up the prescription every 30 days.

0:24.0

So when you look at that, they're in the pharmacy 12 times a year.

0:28.0

You generally see your primary care doctor once, maybe twice a year.

0:35.0

Well, hello there and welcome to the Barron Streetwise podcast.

0:40.0

I'm Jack Howe and the voice you just heard, that's Lisa Gill.

0:43.6

She's a health care analyst at J.P. Morgan, and she's talking about CVS.

0:49.4

She's bullish.

0:50.8

We'll also hear from someone who's not so bullish.

0:53.2

CBS reports fourth quarter financial results soon and I have questions, not about the results.

0:59.7

Why hasn't the stock done better over the past decade? What's ailing CBS and what are its prospects for better returns? We'll talk about it. But first we'll say a few words about a buyout offer for Paramount.

1:15.0

Listening in as our audio producer Jackson, hi Jackson.

1:25.0

Are those new glasses?

1:28.0

Thank you for asking.

1:30.0

They are not.

1:31.0

You will, I had a little oopsie daisy. I dropped my glasses about, I'm going to say a foot and a half to two feet off of the bedside table and they broke right in the bridge the middle part and I'm did you step on the glasses

1:46.4

accidentally I went and I asked at the glasses store I said what can be done and they said just abandon hope there's nothing you could do but my wife

1:54.7

It takes like two weeks to get a new pair and so all I have are drugstore readers and I can't see out of those things

1:59.2

So it's look people don't need to hear this story my wife put some guerrilla glue and then she wrapped some tape around it so I have some.

2:05.0

I have taped up glasses. I say the bridge is looking pretty wide there. I thought it is a new style.

...

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