First, thanks for injecting several very good S/P strategies for Walgreens.
Risk leverage is what some companies do best, and with the CVS news, retail positioning will be challenged in the years ahead, IMHO
I think yanks point is valid with the financial landscape that is before us. The financial houses have modeled several outcomes with and without these rumors. You are so right with each passing day these swings and the ropes holding them equals one dangerous ride.