Even a Motley fool sea's and understands risk assessment, sorry if I have bored you..
The stock market is a voting machine with hanging chad's, just look at after market trading yesterday, and we Know who the majority holders of Walgreens stock are. These folks are becoming risk adverse and they are the most informed as to risk assessment, Congressional hearings are set to take place and questions will arise on Valuations.
Walgreens has a (5.3B gross) gap to fill in 63 % of its revenue, this my friend is one Fat Rabbit, with a 1500 pound Elephant now in the same room. I am not being negative on this company !! I'm just charting my Position around the forecast.
robb pharma is boring for the moment, lots of positioning going on. Other than more reimbursement cuts, what do we have. This isnt AAPL or tech where these CEOs showcase innovation or new products. Pharmacy is boring.
Interesting plays here are the wholesalers! ESRX-MHS consolidation.
Wholesalers, I also see as a play this year with the Medco RFP out for Bid, Cardinal had a problem with the DEA this may affect on Time inventory distribution in some parts of the country. Giving American and leg up.
Walgreens also is contracted with Cardinal as last reported.
26.00 is a definitely a take over number Which are you looking at in the Wholesalers play??