Walgreen Boots Alliance (WBA) Buy, Sell or Hold

Walgreen Boots Alliance (WBA)

12.05

+0.07 (0.58%)

as of Aug 27, 2025, 11:48:28 pm Market Open.

122 watching

COMMENT

Some of the big pharma concerns are real as President Trump is against drug pricing. Ultimately he does not think it will be devastating. He likes the industry, but prefers others like Walgreens.

HOLD

He likes this company. His model price is over $84. They have been hit by the news that Amazon was going into their space, but he questions how that might happen. He would buy even more at $43.

COMMENT

I gained $1 from a recent call and put, but WGA is volatile. Take the gains or wait till the October call? Amazon is having trouble disrupting WBA's healthcare business and sector. If you want to take gains, then take half the position you got and close it out--take your profits and let the rest of your money ride.

DON'T BUY

The market in general has gone up and this have been moving down. He would need to see a move above $60 before he gets interested. He would look elsewhere.

DON'T BUY

Is it real estate reflected in its current price? The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Disruption will make it harder for WBA to compete. The real estate is not valued in, but nothing tells him that it should either. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.

BUY

$79.57 is his model price, 50% higher than the current price. Dirt cheap now. He has recommended this in the past. The Amazon fear is overdone. Be patient with this value name.

N/A

He was not happy with their last earnings report. There was a weakening on margins on their generic drug business and they are being affected with BREXIT because of their affiliation with Boots. He owns CVS-N who have a more vibrant long term plan. WBA-Q does not have a catalyst.

HOLD

He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.

BUY

It is global. It will have headline noise because of the election. It could bounce back but is under pressure from dispensing fees. There are other ways to get dividend growth. 75% of their business is retail.

BUY

vs. Walgreen Still cheap. $82.60 is his target price. Some stocks you go to war with when the market or sector is negative, when investors beat up a stock. You can be contrarian and do very well with this.

PAST TOP PICK

(A Top Pick Apr 25/18, Down 16%) He sold upon news that its generic drug margins were deteriorating. You must look at your stocks with fresh eyes when news arises. Have an unemotional sell discipline.

PARTIAL BUY

The PE is lower than historically. He historically owned CVS-N. The problem with WBA-N is the political noise around drug pricing and these companies are just middlemen. He sold CVS-N a while ago. There is a lot of risk in the names for the next 5 years. Buy a half position in the name and buy the rest on later on weakness.

TOP PICK

It's suffered the double-whammy of eliminating drug pricing talk by politicians in the U.S. and fears of Amazon getting into the pharma space. WBA has increased its dividend 43 years in a row and expect one in June. Trades at lower than 10x earnings. He thinks pricing fears are overblown. Targets this in the mid-$70s within 12 months. (Analysts’ price target is $74.35)

BUY

He decided to get out of CVS-T because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. CVS-T keep making acquisitions to make the company make sense. He would probably prefer WBA-Q.

DON'T BUY

It looks shaky now. Hopefeully it stays in the $60-80 range. If it breaks below $60, you're in trouble. Have a short leash on this.

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Walgreen Boots Alliance (WBA)