CVS Health(CVS) MarketBeat·2025-01-15 13:45CVS Health - CVS Health is a dominant player in the US healthcare industry, known for its CVS Pharmacy locations, CVS Caremark, and Aetna health plans [2] - The company faced challenges in 2024, including lower demand for COVID-related products and rising costs tied to its Medicare Advantage plans [2] - A recent government proposal to increase MA payments in 2026 has renewed optimism, helping shares climb nearly 15% year-to-date [17] - CVS offers a 5.16% dividend yield and has a P/E ratio of 13.08, making it attractive for income-focused investors [14] - Analysts maintain a Moderate Buy rating and project nearly 33% upside to the consensus price target [10] Ford Motor Co - Ford Motor Co has faced challenges, with its stock falling nearly 16% over the past year due to rising recall and warranty costs and continued losses in its EV segment [3] - The company has a dividend yield of 6.13% and an annual dividend of 11.83 implies an impressive upside from current levels [15] Devon Energy - Devon Energy has surged over 12% this year, breaking out of a long-term downtrend and clearing a critical resistance level [5][13] - The company offers a dividend yield of 2.36% with an annual dividend of $0.88 and an annualized 3-year dividend growth of 25.99% [16] - Devon's forward yield stands at 4.13% and could rise significantly if oil prices continue to climb [13] - As one of the US's largest independent oil and gas producers, Devon operates in highly productive regions like the Delaware Basin [16] Market Overview - The energy sector has started 2025 strong, with the Energy Select Sector SPDR Fund ETF up 5.36% year-to-date [5] - The S&P 500 and other major indices are down year-to-date, led by sharp declines in tech heavyweights like NVIDIA, which has fallen 13% from its 52-week high [8] - Market sentiment has been dampened by a hot December jobs report, reigniting fears of prolonged higher interest rates [8]