He said the takeover candiates included Cliffs Natural Resources ( CLF) and Freeport McMoRan ( FCX). Asked about the high price Freeport would command, Young said he could envision a scenario where there would be separate bids for Freeport's riskier and safer assets. Commenting on the ongoing dispute between Walgreen ( WAG) and Express Scripts, Deborah Weinswig, a retail analyst for Citigroup, said CVS Caremark ( CVS) stands to gain. He said the dispute will give CVS to step up its service levels and "pour on sunshine on customer service." Weinswing also said retailers like Target ( TGT) and Walmart ( WMT) stands to benefit.