It's no secret that fears over Amazon (NASDAQ:AMZN) breaking into the mail order drug delivery business, and also potentially launching its own pharmacy benefits manager or PBM, has wreaked havoc on pharmacy chains such as CVS Health (CVS) and Walgreens Boots Alliance (WBA).
Recently, I explained why I believe these concerns are overblown, and so I added both companies to my real money EDDGE 3.0 portfolio.