Shares of CVS and Dollar General made a turnaround due to their 'newfound sole survivor status,' Jim Cramer says
1. CVS benefits from rival Walgreens going private, reducing competition. 2. CVS had a substantial earnings beat in February, boosting investor confidence. 3. The company reiterated its full-year forecast after earlier cuts. 4. CVS's Aetna arm incurs higher costs, previously affecting stock performance. 5. Cramer labels CVS a 'textbook recession-proof stock' amid industry shifts.