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Last month, Morgan Stanley Research surveyed investors at its “Amazon Disruption Symposium,” asking which consumer sectors the survey-takers thought would take the longest for Amazon to “materially disrupt.”

I think prescription drug sellers WBA and CVS will not be affected. Both have been taken down recently just on the fact AMZN is thinking about getting into the space. I just don't see it - I don't see them entering, and even if they do, I don't see them as a disruptor. Mail order drug service is already happening (Caremark), and I don't see AMZN negotiating better prices. So, they'd have to take smaller margins or a loss, which CVS and WBA can also do for as long as it takes to fend off AMZN. Furthermore, CVS and WBA have actual stores I can walk into to obtain my medication should I forget to order it, or should I be traveling and forget to bring it. And, I can talk to an actual pharmacist. Plus, I just feel safer about getting my drugs from these guys than from Amazon.

Needless to say, I initiated in both CVS and WAG today, which are trading similar to what they were during the Great Recession.

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