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  • immerlogic immerlogic Dec 4, 2012 1:55 PM Flag

    Goldman Sachs buys 4,809,100 shares of Walgreen

    chacha, July was a reaction to ESRX settlement announcement. October was a reaction to the lack of improved revenues post ESRX settlement (actual settlement date mid-Sep). WAG failing to substantially recover lost customers instantly, was a disappointment to many. WAG used to have a higher PE than CVS. That was when they were growing faster than CVS and investors thought WAG would continue to outgrow CVS. I think WAG is positioned to grow faster than CVS over the next decade. If they do, they will be rewarded with a higher PE.

    Sentiment: Buy

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