Seeking Alpha
  • talbano
    CVS is going to do very well - The commercial saying that they are taking Xpressscripts now.. Many ppl will be force to switch to for pharma
    1/6/12
    Reply (9)
    • FortSumter: Do they not seem fully valued at this point? Their chart sould suggest so - rsi, money flow and macd.
      1/6/12
    • talbano: THey could, but I wonder what impact to growth the WAG/ ESRX impact will have.
      1/6/12
    • talbano: With MHS & ESRX merging WAG customers are going to be forced over to CVS - What is the value of that? This could help RAD too
      1/6/12
    • talbano: I think the key is to figuire out how much business is going 2 go 2 CVS from WAG. I know we have to switch & CVS is marketing huge on this
      1/6/12
    • dak269: I've specifically heard RAD commercials in my area in WI...both are really targeting WAG.
      1/6/12
    • dak269: Have a JAN 37 call protecting my CVS, but I'm afraid it will be called away. Oh well....
      1/6/12
    • FortSumter: Good points all. Seems like WAG is the pharmacy version of winn dixie. Think I'll stay long CVS with the wind at their back.
      1/6/12
    • talbano: Yeah Forthad I wish I to figuire out what WAG is getting from ESRX, u could then infer that CVS will pick up 60% and RAD 30% misc other.
      1/6/12
    • dak269: just like we said, CVS creeping back toward it's 52 wk. high today....LOL
      1/9/12