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Валгрин Ко. Message Board

  • bozo2600 bozo2600 Jan 18, 2013 4:35 PM Flag

    If you bought CVS in 2007

    CVS was $40

    You would be up $12 a share plus Dividends payouts

    any questions

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    • Since none of us have a time machine and can't go back to 2007 to invest, the question is, which company is better poised to make gains over the next 5 years? More recent history, as reflected in 6 month charts, suggest the street prefers WAG just now. That can change fast too. CVS is the safer bet as they continue down the path that has carried them to success the past few years, although I see the caremark division under assault from express scripts. The Walgreen case is less assured. The street likes that they will have easier comparisons in 2013 to year ago business without express scripts. The verdict will not be in for a while on their remake into a "health and wellness center". Likewise, their acquisition of Jakks Boots and plans to go global carry no guarantee of success. It seems clear that the market for traditional drugstores in the U.S. has limited expansion opportunities, so I agree with the concept of global expansion and trust the think tank at WAG to execute well. There are plenty of doubters with Europe in economic turmoil,but they seem to be turning the corner over their and Jakks Boots looks like a strong partner. My biggest concern with WAG is the way they have decimated many of their stores with aggressive cost cutting. They are now operating down at the level of CVS and RAD. Customer service is poor and a lot of talent has been lost. That will need to turn around.

      • 1 Reply to henleywm
      • The problem is that there are many, many old time investors that are underwater with WAG
        The stock was a high flyer before the 2008 market crash as was CVS

        CVS has more than recovered from the bottom and keeps making new Highs (not spit adjusted).

        They are stealing market share and their acquisition of Caremark is turning out to be a game changer. Going forward CVS has positioned themselves to be the clear winner. All WAG can do now is copy their business model