A diary of the thought process behind my investment decisions
One Or The Other
This morning I bought Walgreens calls and CVS common stock. I bought Walgreens CALLs because I believe there will be a resolution to the dispute with Express Scripts. I bought CVS stocks because I believe it is cheap and if I am wrong about the Walgreens dispute, CVS stands to win a lot of business both on the pharmacy and PBM side.