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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (13571)	1/4/2002 10:29:44 AM
From: Wallace Rivers	Respond to of 78531

Paul: Don't know much about Duane Reade - it would seem to be a logical acquisition target, which some have mentioned. That's about it. I like CVS from a risk/reward perspective, it trading near the low end of the range. Also, from a "kick the tires" perspective, I like the CVS product. The stores are better laid out and spiffier (for lack of a better word) than its competitors (specifically Rite Aid, somewhat less so Walgreens). I was at a CVS the other day at about 6 PM, this particular pharmacy was very busy.