Cramer's Mad Dash: CVS Health

Group 1 - The article discusses the positive transformation of Walgreens under the leadership of David Joiner, highlighting his understanding of the company's strengths and weaknesses [2][3] - Joiner has shifted the narrative from concerns about shoplifting and competition with Amazon to focusing on Walgreens as a leading healthcare company [3][4] - The company's valuation is expected to increase as Joiner has effectively addressed previous issues, particularly those related to the checkout experience [4][6] Group 2 - The involvement of activist investors, such as Lar Robbins from Glenview, has contributed positively to the company's direction and governance [5] - Joiner's predecessor faced significant challenges, but Joiner's approach has moved away from those concerns, indicating a more optimistic outlook for the company [6]