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Валгрин Ко. Message Board

  • cmxgen cmxgen Jan 23, 2012 12:00 PM Flag

    shorted another ...

    ok done shorting....now just have to wait.

    any updates on MHS/ESRX merger?

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    • good luck and I hope it works for you. You have my respect for posting it. I have my finger on the trigger but would like to see a little more move one way or the other. I plan to short puts and do covered calls. My overall plan is to be long one way or another but we are too close to the Jan numbers to take a position here at this price. Anything below 32.5 and I am in.

    • Updated, I on Europe.

      Seems the expansion over the pond has a huge upside to US interests.

      "The return is clearly off the charts,” Bill Kavaler, a New York-based special situations analyst at Oscar Gruss & Son Inc., said in a telephone interview. Express Scripts and Medco are “making a very strong argument that between cost savings, or the savings that will get passed on to customers, and their ability to negotiate with the pharmaceutical manufacturers -- this is good for the country,” he said.

      Cmxgen do you have your eye on any Targets in the PBM safari???

      My view, Walgreens is setting a course from the map that Corky Burned.

 
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