“My apologies for the silence over the last month, but I am in the final stages of completing my book and there is just not enough time in the day to juggle investing, teaching, book writing and coming up with insights worth sharing. I am trying to make up my mind about the CVS (CVS) [...]
November 3, 2006 | Posted in Stock Analysis | Read More »
Walgreens (WAG) comments on Wal-Mart (WMT) “will put them out of business strategy” on the company conference call: For the 291 drugs that Wal-Mart will sell for $4, the average co-pay at Walgreens is $5.30 and for Medicare Part D patients it’s only $3.18. Wal-Mart’s program covers less than 300 generic medications while Walgreens pharmacies’ [...]
September 25, 2006 | Posted in Stock Analysis | Read More »
