Here are the facts instead of the crazed utterances of broke clone the numbers are year to date:
S&P Healthcare index -4%
I'll ask you again. What is the relative performance of your girlfriends WBA and ESRX versus CVS? I know you got fired by Caremark and have no money and are not long or short anything, fact of the matter is that CVS has outperformed them all.
he got fired from Caremark. he is not long or short any of the stocks he blabs about because he has no money. I guess the guy who fired him is this cunningham guy who he has an unnatural dislike of.
ok, so the one year numbers are CVS -.5, esrx-18.3, wba-11.3. Those are the real numbers, not just your blather. If you were actually an investor those are the numbers, so you have a grudge because you were fired by Caremark years ago.
Run the 3 month, 6 month, 12 month, YTD numbers and get back to me. For someone that doesn't own any stocks in any company you are obsessed with this.
Yeah, CVS up 9% , WBA down 3% over the last three months. Keep harboring your irrational hate because you got canned.
Maybe he thought they would do a 2:1 split. Don't worry about clone he's a bitter guy that got fired by Caremark and now sits at the corner of happy and healthy outside a Walgreens with a tin cup. He has no position in any stock, just an obsession with the guy who fired him (who is rolling in the dough).
It's funny how you disappear from time to time. Oh and your girlfriend ESRX is doen 23% the last three months.
Their customers hate them. That's a great way to build brand equity. They pulled off their hocus-pocus with the ridiculous price increases. It was only a matter of time until their customers worked their way around that BS. They need to sell B&L and whittle down that $30b in debt. This reminds me of Worldcom.
No, all the money is in the RX. True the OTC stuff is profitable and the CVS brands more and CVS will, over time, integrate their distribution into Target stores. It will take time but in 1-2 years you'll see a different set up in CVS/Target pharmacies. So called "front end" of the store doesn't make a lot of money.
Those co-pays are negotiated with the employer, insurance co/pbm and retailer. The higher co-pays go to the bigger retailers because they want the coverage for convienence but the co-pay is split between all 3 parties. The smaller retailers need to accept smaller amounts to be included in the network.
Send out the silver alert for Clone, his dementia which was already progressing must be really kicking in now. Note to Clone: $113 is higher than $99, it's higher than $75, it's higher than "can't hold" $60 and it's higher than "easy short" $39.
Omnicare is a clear winner, good growth no trouble covering cost of capital on that one. Target Pharmacy is somewhat of a turnaround but I expect they will get those things set up within two years with their scale, buying power, expertise. It will cost some money to rebrand but I bet it they will get a lot more traffic from 1) people who have their scripts with CVS and this just makes it easier for one stop shop, and; 2) lots of people don't like getting their meds from a big box retailer and they'll have the CVS name inside the store. I don't really care that they won't have the "front end" sales because that's basically having a 7-11 attached to the pharmacy and the pharmacy makes so much more money than the front-end on a margin basis.
CVS has an end to end lock on distribution, PBM, retail and the expertise to turn around the Target pharmacies. They will be rebranding the Target pharma ops as CVS and they won't mess it up. Don't be surprised if within two years they close a bunch of Target money losers, they close dozens of their own stores every year if they can't make money.