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Валгрин Ко. Message Board

  • booleansearcher booleansearcher Nov 1, 2013 6:27 PM Flag

    interesting - our new CVS store is

    almost empty while walgreens parking lot is very active. I plan to stay long the wag

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    • Walgreens gets more traffic than CVS and RAD in most communities. What is important to the stock price, is any significant change in traffic compared to the past and that is difficult to measure by casually observing the parking lots. I believe WAG stock will outperform CVS stock over the next 5 years and both will outperform RAD. WAG will prosper from Obamacare, international expansion with Boots and vertical integration with Amerisource Bergen. CVS will follow WAG's lead internationally and probably cut their own deal with a prominent drug wholesaler. RAD will continue to exist.