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Валгрин Ко. Message Board

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  • robbsbeach robbsbeach Jun 20, 2012 3:07 PM Flag

    WAG is just a TRADE !!! Don't hold !!!

    Thanks for your view.

    I'm looking at the Global market changing, and in some of these European Countries Med payments will need to be cut.

    I also view goverments taking a more active role in this price senitive sector as J&J found out in Greece.
    And as England is Moving to cut payments for drug Addicts..

    In 3 Years medication sent by mail will be the norm, Automation is already cutting costs on generics.
    And PBM's have changed the landscape in the US market,
    Esrx/Medco merger..recieves FTC approval.

    There is no Innovation in this Merger
    just finding costs to cut.
    The long term outlook with this move is loaded with unknown risks for Walgreens and its investors.

    I am sure these europeans are not interested in a food desert Tour, Sushi included..
    Good luck with your dividends, but seeing this a as growth play, I still listen to the Experts and do my own research.