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big-yank

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big-yank

Re: Robbsbeach post# 640

Tuesday, 02/05/2013 8:05:24 AM

Tuesday, February 05, 2013 8:05:24 AM

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Interesting stuff on reimbursement pressure and the future of Medicare and Medicaid: www.cms.gov

This message board is at risk of extinction... messages with no Terms of Service infractions being conveniently deleted by someone with an agenda which does not include investment discussion, just being long Walgreens stock. Totally reminiscent of the histrionics that sank the Yahoo Finance Walgreens Message Board.

CVS earnings, tomorrrow. The most interesting aspect to the conference call will be the guidance on Caremark's prospects during PBM contract season which will potentially have huge impact on Walgreens in the post-ESRX era. I am expecting an aggressive posture from Merlo.

GLTA,

Yank
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