“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) – [...]

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’ stock has [...]