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Rite Aid Corp. Stock Symbol: RAD-N

Last Price Recorded: $4.5700 on 2017-03-24

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Date Signal Expert Opinion Price
2017-01-25 PAST TOP PICK Dean Orrico

(A Top Pick Oct 11/16. Down 3.59%.) This was and is subject to a takeover offer by Walgreens. Sold his holdings at about $8.30.


Price:
$6.900
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
No
2016-10-11 TOP PICK Dean Orrico

About a year ago, Walgreen Boots Alliance (WBA-Q) wanted to take this over in a friendly deal, at $9. For the better part of 9 months, the stock didn’t move. There have been a number of M&A transactions in the healthcare space that didn’t work out, so all the risk arbitrage players who were focused on healthcare weren’t playing it. He is sure this is a transaction that is going to happen, which would give you a 20% lift.


Price:
$7.370
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2016-06-22 COMMENT Paul Macdonald

He doesn’t cover this, because as a pharmacy it is considered a consumer staple. Right now this is being subject to a takeover by Walgreen Boots Alliance (WBA-Q).


Price:
$7.730
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
No
2016-03-02 COMMENT David Baskin

This has been the “sick man” of the pharmacy business. It is now dominated by CVS and the Walgreen conglomerate, and there would be serious anti-trust concerns if one of those 2 bought this company. A great sector to be in.


Price:
$7.970
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2015-12-15 DON'T BUY Brooke Thackray

Pharmacy stocks are defensive holdings overall. The best time from a seasonal perspective, is really when everybody else is perturbed by the market, which is in the summer months. He wouldn’t be investing in this right now. Chart shows this is still in a downward trend.


Price:
$7.800
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
No
2015-09-22 DON'T BUY Bruce Tatters

The type of company that tends to hold in pretty well in weak markets. Weak markets are where you can get good companies that haven’t held in well and don’t seem all that safe. There are other places that he would go to, but in a different sector.


Price:
$7.170
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2015-09-17 DON'T BUY Stan Wong

Just announced that some of their earnings are going to be rough going forward. He prefers CVS Health (CVS-N). Rite Aid has been beaten up quite a bit.


Price:
$7.660
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
No
2015-08-28 DON'T BUY Don Lato

Thinks the turnaround has been completed. They are now profitable again, not hugely so, but thinks they have turned the corner. The stock has rebounded dramatically from its lows. This is the 3rd biggest player in its group and he doesn’t see how you would want to pay 25X earnings for this, compared to 17 to 20 times earnings for CVS (CVS-N) or Walgreen’s (WBA-Q), which have a lot more going for them. Good sector.


Price:
$8.240
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-10-08 HOLD Benj Gallander

Looked at this when it was around $2. Didn’t like the salaries of managers. Had a big debt load. This is still on his Watch List and he is watching for further weakness in the sector. A good sector to be in because drug companies are tremendous at marketing people.


Price:
$5.010
Subject:
CONTRARIAN and VALUE INVESTING
Bias:
SELECTIVE
Owned:
No
2014-09-30 DON'T BUY Gordon Reid

Has Walgreen and CVS.  This is the poor cousin.  They had a tough with input costs and the stock was hurt badly.  It will probably recover, but when you can buy the other two, just go with them.  This one is more speculative.


Price:
$4.840
Subject:
US EQUITIES
Bias:
BULLISH on US ECONOMY
Owned:
No
2014-03-17 COMMENT Gavin Graham

The poor relative to Walgreen (WAG-N). Has done really well in the last year or so but that is from a flirtation with bankruptcy. It is remarkable how some of the major retail chains in the US are in a very difficult, long-term position with the growth of ordering over the Internet. He would prefer to be with the leader Walgreen rather than being in the number 2 position.


Price:
$6.870
Subject:
GLOBAL & NORTH AMERICAN LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-04-27 DON'T BUY Gavin Graham This is not the right time to be a credit-constrained company. Good competition.
Price:
$0.950
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2008-09-10 DON'T BUY Pat Naccarato (Market Call Minute.) The most levered of the drugstores. Would go to Walgreen (WAG-N) instead.
Price:
$1.000
Subject:
US VALUE
Bias:
SELECTIVE
Owned:
Unknown
2007-07-20 DON'T BUY Mike Lyons CA, CFA Likes where management is going. This is a risk/reward situation and a turnaround story. Trades at a reasonable price/sales ratio, but has a lot of debt on the balance sheet. Made a large acquisition, which was too large for his liking.
Price:
$5.910
Subject:
US VALUE
Bias:
UNKNOWN
Owned:
No
2007-07-17 DON'T BUY Pat Naccarato Has a lot of debt. There is a lot of execution that has to happen.
Price:
$6.120
Subject:
US VALUE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 21 entries
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