Coca-Cola is still a global staple, especially in in emerging markets, even though younger Americans are drinking less soda, said Matt Jehn, managing partner at Royal Oak Financial Group. Jehn added that Coke will not be hurt as much by the strong dollar as many analysts fear. He is also bullish on CVS Health, saying its walk-in health clinics are a game-changer when it comes to attracting business. Furthermore, he said investors and customers appreciate the company’s decision to remove cigarettes from its shelves. Finally, Jehn is positive on Bristol-Myers Squibb, saying the company will continue to innovate in the cancer drug arena.
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