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DewDiligence

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DewDiligence

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Re: Democritus_of_Abdera post# 15455

Friday, 10/13/2017 5:04:18 PM

Friday, October 13, 2017 5:04:18 PM

Post# of 29293
Re: AMZN /drugstore stocks

Regardless of AMZN’s plans, I wouldn’t be interested in owning CVS or WAG. As US healthcare costs continue to rise, middlemen—including drugstores, distributors, and PBMs—are bound to get ever more tightly squeezed on pharmaceutical margins.

With respect to the so-called “front-store” (non-prescription) merchandise, CVS issues so many discount coupons that one can almost buy a suit in the time it takes all the coupons to print out.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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