WE WILL MAINTAIN OUR SHORT POSITION ON $WAG (WALGREEN)

We have substantial gains in our $WAG position. $WAG reported earnings this morning. Stock was up $2 pre-market and now it is down over $1. Based on a review of earnings, our thesis has not ...
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IMPLICATIONS OF $CVS (CVS CAREMARK) LOSS OF PBM CONTRACTS

$CVS on earnings conference call this morning highlighted that $CVS expects $4.5Billion in PBM contract losses. Big customer losses are Chrysler, State of NJ, and Coventry. Further, the company expects $1.7Billion loss from ...
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