NASDAQ:WBA

Walgreen Boots Alliance (WBA)

12.05
+0.07 (0.58%)
as of Aug 27, 2025, 11:48:28 pm Market Open.
122 watching
0
TOP PICK
The model price on this is $44.44, which is a 40% upside.
DON'T BUY
(Market Call Minute.) There was a news release that they will be improving their stores but he prefers others.(See Top Picks.)
DON'T BUY
Can’t see it going to $50. Recommends SC-T, with discount to Walgreens when it should be a premium.
PAST TOP PICK
(A Top Pick Oct 25/07. Down 15%.) Have been slowing down the pace of new stores coming on. This is getting into consumer discretionary, which is hurting them.
DON'T BUY
A pharmacy, but would also look at it on the retail side. Thinks they are too tied to the consumer. Profitability numbers are not going to be there going forward.
COMMENT
Sold his holdings because he is getting rid of some of the lighter yielders. In the pharmacy industry, the front end of the store is not doing as well. In 5 or 10 years after they have stopped building stores, they will be able to bump up the dividend.
PAST TOP PICK
(A Top Pick June 22/07. Down 22%.) Dropped because it is a US consumer stock in the US economy has gone in the dumps. Same-store sales are rising. Still a Buy.
DON'T BUY
2nd largest drugstore chain in the US. Having some problems with cost containment. They are also in a very tight pricing environment. Growing at about 10%/12% and trading at about 15X earnings so he would not be an owner of this one.
WEAK BUY
Had been a great performer for many years. Recently announced an earnings miss which caught the market off guard. Healthcare industry in the US is changing dramatically and is putting a lot of pressure on generics, which has been a real source of profitability for them. Also, with the increased use of digital photography, their photo shops have lost value. Buy with caution.
COMMENT
Good demographic trends. Prefers Shoppers (SC-T) that has no currency risk.
DON'T BUY
The model price is $44.60, a 12% positive differential. He is finding much more value elsewhere.
TOP PICK
Took in on the chin, have been building too far, too fast. Good management. Have to get cost/ inventory under control. The earnings quality is still very good.
DON'T BUY
Sales and earnings came in rather disappointing while expectations were very high. Took a big drop because of this. Don't be in any hurry to buy the stock. You don't know how far it is going to go down and they have to stabilize for quite some while.
DON'T BUY
3-4% negative differential. Lots of value elsewhere. Not mispriced enough.
TOP PICK
A deep value play as the stock has basically been going sideways for the past 4 or 5 years. Same-store sales have been growing. Expects to see their margins rise on their generic products. Very cheap.
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