CVS CFO says captured more than fair share of Walgreen prescriptions *
Whistling past the graveyard. WAG knows how to market. Local employee interviews suggest to me that customers are coming back. And, for WAG customers, it is a nice dividend that customer service is markedly better.
WAG is selling at a reasonable price, pays a nice div and has decent growth prospects. If we do hit a recession here, consumer non-discretionary is a relatively safe sector.
Should it pull back, I'll probably add to my position.