A diary of the thought process behind my investment decisions
There are rumors swirling about a Walgreen's settlement with Express Scripts. I hope its true as I have a healthy position in Walgreen's and believe the stock is worth over $40 with a settlement. CVS plunged on news of the settlement. I wrote the January $37 CVS puts as I believe CVS is worth over $37 regardless of the Walgreen's dispute. I sold my CVS position a few weeks ago when it popped above $38.