Walgreens Boots Alliance Inc (WBA)

[big-yank]

Government healthcare spend is clearly on the radar as Obama and Republican Senators look to rebalance the Sequester cuts with saner alternatives. One of the more interesting bills in the House is the Bachmann Bill on VA spend which is pouring yet more gas on the fire, albeit the direction is split between medical spend and veterans double-dipping by accepting both full disability pensions and concurrent SS pensions at enormous cost to taxpayers (there is a reason why so many DIS/VET license plates are found on new Cadillacs).

I would not be long or short Walgreens at this time as better plays exist. I am spreading risk by going heavy in mutual funds and lowering my risk in individual equities. I am less cash heavy, but still sitting on about half liquid. NO BONDS. Ready to p-l-a-y when the inevitable correction occurs. Won't be long!

GLTA,

Yank