Last quarter, its PBM revenues grew 32% as it processed 17% more mail choice and 26% more pharmacy network claims compared to the prior year period, benefiting from its leading market share in Medicare Part D prescription business as well as high growth in specialty pharmacy and strong adoption of its Maintenance Choice plans.

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Finally, Louis Navellier , editor of Blue Chip Growth Letter, is still a big believer in consumer stocks, particularly specialty and discount retailers.

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The company saw significant demand in the energy market during the quarter, leading to accelerated growth of its specialty additives.

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The percentage of shoppers purchasing electronics reportedly remained flat, meaning specialty electronics retailers like Best Buy are taking a corresponding share in the sales growth.

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The report also cited the strong quarterly dividend history at Calumet Specialty Product Partners LP, and favorable long-term multi-year growth rates in key fundamental data points.

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But even specialty stores are on track for solid profits in the fourth quarter despite slowing sales growth, according to Lorriane Maikis, who covers the sector for Merrill Lynch.

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