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Galiongirl: The Pharmacy sector is contracting?And the fragmentation into supermarkets,Discount stores, and mail order is not impacting revenue growth in this sector.She stated by RAD liquidation, this will benefit Walgreen, CVS, and the small chain pharmacy's. (mainly walgreens by 5%).Credit Swiss analysis sees growth by acquisition and remodeling as a short sighted strategy."8,000 stores"Why was not CVS downgraded?Are they in control of the healthcare puck, and Walgreens is still skating to it.?
Credit Suisse downgrades, and just a few day ealier, another firm upgraded RAD. What do they know, not much.Grocery Stores not being impacted ?Really ?Look at Krogers...http://finance.yahoo.com/echarts?s=KR+Interactive#symbol=KR;range=6mWinn Dixiehttp://finance.yahoo.com/echarts?s=WINN+Interactive#symbol=WINN;range=6mWAG will be just fine once RAD folds up shop.It's a war of attrition, WAG has superior strength, firepower and battle plans to win the war of the pharmacies.
superior strength and firepower? perhaps. as far as battle plans though, i don't place much confidence in the leadership that WAG has in place.