Viewing Company Walgreen Boots Alliance | StockChase
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Compiling comments that experts make about stocks while on public TV.

Walgreen Boots Alliance Stock Symbol: WBA-Q

Notes:

Formerly Walgreens

Last Price Recorded: $76.3700 on 2017-06-22

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Date Signal Expert Opinion Price
2017-06-21 COMMENT Gordon Reid

This has been a disappointment. They are facing the back of the store challenge, in terms of a mix towards generics, a lower margin business than the pure pharmaceutical. Counteracting that are demographics. People are getting older, and as they get older they take more pills. There is also the Amazon affect with the e-commerce model affecting retailers. He doubts Amazon wants to get involved with a regulated environment. Longer-term, he thinks these are very good franchises. Earnings continue to do well. (See Top Picks.)


Price:
$78.120
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-05-19 WAIT John Petrides

Battling to buy Rite Aid (RAD-N) and are coming up with some pressure and push back. He prefers CVS (CVS-N) on a relative valuation. Trades at a premium to CVS, so he would wait for some sort of pullback. If the Rite Aid deal falls through, he presumes Rite Aid shares would fall off, which would be a good time to purchase the stock.


Price:
$80.610
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-10 COMMENT John Burke

Thinks the market has soured on this company because of their exposure to Britain, which is in the middle of BREXIT. He likes this company. It’s a good story, because they have a very high free cash flow yield, which leads to dividend increases. Not a bad stock to look at.


Price:
$85.620
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-03-15 PAST TOP PICK Stephen Groff

(A Top Pick April 20/16. Up 7%.) This has been fine. It hasn’t been an unbelievable return, but when looking at how it has done relative to many of its peers, it has actually been fairly solid. Feels managements’ strategy is sound.


Price:
$85.800
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-13 COMMENT David Driscoll

(Market Call Minute.) Prefers Amerisourcebergen (ABC-N) because of their distribution of drugs, as opposed to the bricks and mortar retail outlets of this company.


Price:
$85.610
Subject:
GLOBAL
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-08 DON'T BUY Cameron Hurst

There has been a lot of work done on the merger with Rite Aid (RAD-N). Should it go through, it becomes a management and operation that has a lot of levers. He thinks we have seen the secular low in rates and that is going to be a headwind for them. Along with the synergies that they will get out of the deal, there will be execution risks. Unfortunately, on the drug distribution and pricing side, there is little headwind there as well.


Price:
$81.530
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-01-26 HOLD Gordon Reid

He thinks there is a future to it and holds it.  There are concerns about how Obamacare will transform under Republicans.  Two thirds of revenue is coming from pharmacy and one third from front store.  He also has CVS-N.  Be patient with it.


Price:
$81.270
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-01-11 COMMENT Christine Poole

She would prefer CVS (CVS-N), especially given the pullback they’ve had. CVS is trading at a more attractive valuation, and feels they can turn themselves around and get growing again in 2018.


Price:
$84.430
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-12-05 PAST TOP PICK Stephen Groff

(Top Pick Sep 7/16, Up 3.27%) Not a lot has changed.  It is a steady business that is doing a lot of things right.  They turned over 40% of their supervisors in North American stores.  He thinks it will result in sustainable margins.


Price:
$85.000
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-12-05 TOP PICK Stephen Groff

[See Past Picks]  They have a lot of partnership agreements that will kick in shortly.  They are renovating an enormous number of stores.  They are doing a better job of understanding SKU by SKU profitability.  They are driving traffic.  They are doing all of this to offset margin compression.


Price:
$85.000
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-11-30 HOLD Gordon Reid

They are in the midst of a proposed purchase of Rite Aid, which will give them a lot of benefits, both from a cost standpoint but also from a geographic standpoint. Rite Aid is quite strong in the Northeast and Midwest, and that scenario that could use some bolstering in their portfolio. If they take it on, and move some of the stores up to the quality of Walgreen, their revenue per square foot will improve and give a boost to the opportunities.


Price:
$84.730
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-28 COMMENT John Stephenson

Overall this is a decent company. For pharmacy companies in general, will some of the acquisition mode be curtailed under a Trump administration? A bit of a risk for this name. If you want to stay in this area, he would be inclined to move to CVS (CVS-N). Overall though this is a good name.


Price:
$85.350
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Unknown
2016-11-23 PAST TOP PICK Andy Nasr

(A Top Pick Nov 3/15. Down 2.69%.) This has been a little disappointing. The negative sentiment around healthcare has certainly affected the multiple. They’ve delivered relatively good earnings. The real opportunity going forward, is their ability to extract synergies from their last acquisition. He still likes this.


Price:
$84.050
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2016-11-22 COMMENT David Burrows

Within the group this is the one to own. In the short run, it probably doesn’t have the same leverage as some of the other sectors. It has a 1.8% dividend that should continue to grow. If the stock can trade north of about $86, technically it would be more attractive, but it is not at the epicenter of the buying right now. This is a type of company that would more likely be bought in a more defensive environment.


Price:
$83.920
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-11-18 BUY Frank Holmes

Any change in healthcare will only benefit them.  This and CVS-N are two great companies.


Price:
$83.270
Subject:
US EQUITIES
Bias:
BULLISH on INFRASTRUCTURE
Owned:
Unknown
Showing 1 to 15 of 160 entries
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