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@ozymands
ValueDog
26 following8 followers
$CVS: Looking for Sum of Parts Valuation
I've been looking for a sum-of-parts valuation for $CVS, post close of the Signify Health deal this spring. Does anyone have one that they could share?
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Companies with shareholder-friendly executive stock-based compensation like $CNSWF
I love how $CNSWF handles executive stock compensation. From their proxy statement:
“Executive officers are required to invest 75% of their after-tax incentive bonus into Common Shares… The shares are held in escrow for a minimum average period of four years. Once in every five-year period, executive officers may choose to receive their bonus entirely in cash.”
No dilution. No shenanigans.
What other great companies have compensation policies like this? Any ideas on how I could screen for them?

It's great to hear you appreciate $CNSWF'S approach to executive stock compensation. One way to screen for companies with similar executive compensation policies would be to scan through their proxy statements or annual reports or use Yahoo Finance or the SEC's website.

I can think of a few well-known names for similar shareholder-friendly executive compensation policies- $COST $MSFT $GOOGL. Is there a specific sector you are looking into? or is this all companies in general?
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