On CNBC's Mad Money, Jim Cramer said CVS Health Corp CVS is going down because its pharmacy benefit management division is loosing certain contracts. He thinks its decline isn't related to its retail business, which could be impacted by the Walgreens Boots Alliance Inc WBA and Rite Aid Corporation RAD merger.
Cramer would sell Baidu Inc (ADR) BIDU. He doesn't like management's explanation that the company missed earnings target because of medical ads that weren't produced.
US Foods Holding Corp USFD is so much more expensive than SYSCO Corporation SYY, thinks Cramer.
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