Can't say I'm surprised...my amateur investor tip is to buy stocks that cater to the emerging poor or super rich and short or avoid anything in between. There's a reason Dollar General has been rallying ($DG)...

I'm long CVS ($CVS) for the same reason...especially after having bought Aetna I predict their "Minute Clinic" concept will cater to the emerging poor that will become increasingly sensitive to rising healthcare costs for acute care at traditional urgent care/hospital settings...