Walgreen Boots Alliance

WBA-Q

NASDAQ:WBA

52.04
1.26 (2.36%)
Walgreens Boots Alliance, Inc. is an American holding company headquartered in Deerfield, Illinois that owns Walgreens, Boots, and a number of pharmaceutical manufacturing, wholesale and distribution companies.
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Analysis and Opinions about WBA-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 8, 2020

CVS vs. Walgreens Prefers CVS. Walgreens missed their recent numbers. Walgreens is purely a pharmacy company, which faces competitive threats from Amazon and Walmart. In contrast, CVS is vertically integrated; they bought insurer Aetna for example. Pays a 3% yield. However, CVS did borrow heavily to buy Aetna, but generally CVS is in much better financial shape than Walgreens.

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CVS vs. Walgreens Prefers CVS. Walgreens missed their recent numbers. Walgreens is purely a pharmacy company, which faces competitive threats from Amazon and Walmart. In contrast, CVS is vertically integrated; they bought insurer Aetna for example. Pays a 3% yield. However, CVS did borrow heavily to buy Aetna, but generally CVS is in much better financial shape than Walgreens.

BUY
BUY
October 30, 2019

A disappointing stock over the last few years, especially as Amazon is getting into the space. Recent earnings were in line. They have increased dividends 44 years in a row and trades cheaply at 9 times earnings. He holds it in the portfolio and thinks it is a comfortable buy here, but don't expect a big run up.

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A disappointing stock over the last few years, especially as Amazon is getting into the space. Recent earnings were in line. They have increased dividends 44 years in a row and trades cheaply at 9 times earnings. He holds it in the portfolio and thinks it is a comfortable buy here, but don't expect a big run up.

COMMENT
COMMENT
October 25, 2019

CVS vs WBA? He thinks CVS has more growth potential. Both have been relatively poor performers over the past couple of years. The main reason being there are too many pharmacies in the US. With Walmart, Costco and Target getting involved the competition is intense and putting pressure on margins. CVS is worthy of a look following the investment in AETNA, which is helping them diversify. Amazon is expected to enter the space soon.

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CVS vs WBA? He thinks CVS has more growth potential. Both have been relatively poor performers over the past couple of years. The main reason being there are too many pharmacies in the US. With Walmart, Costco and Target getting involved the competition is intense and putting pressure on margins. CVS is worthy of a look following the investment in AETNA, which is helping them diversify. Amazon is expected to enter the space soon.

BUY WEAKNESS
BUY WEAKNESS
October 18, 2019
He likes the positioning. It's been hurt recently because of the worry over healthcare and costs. However, it is still a good play for the integration.
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He likes the positioning. It's been hurt recently because of the worry over healthcare and costs. However, it is still a good play for the integration.
BUY
BUY
October 17, 2019

WBA-Q vs. CVS-N. He just bought CVS-N. Walgreens is still the pure Walgreen - Boots alliance, pharmacy business, incredibly well run. CVS-N merged with Aetna on the benefits side. The risk on healthcare is always legislation. The US is aging like all western countries. They cover all the bases. Both companies are so well entrenched that it is hard to displace them.

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WBA-Q vs. CVS-N. He just bought CVS-N. Walgreens is still the pure Walgreen - Boots alliance, pharmacy business, incredibly well run. CVS-N merged with Aetna on the benefits side. The risk on healthcare is always legislation. The US is aging like all western countries. They cover all the bases. Both companies are so well entrenched that it is hard to displace them.

PAST TOP PICK
PAST TOP PICK
October 15, 2019
(A Top Pick Nov 02/18, Down 29%) It's so cheap now. It's a top pick today too.
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(A Top Pick Nov 02/18, Down 29%) It's so cheap now. It's a top pick today too.
TOP PICK
TOP PICK
October 15, 2019
$81.26 is his model price, 51% potential upside. Pays a 3.36% dividend. Good earnings. Trades at a low valuation. Good fundamentals. (Analysts’ price target is $58.39)
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$81.26 is his model price, 51% potential upside. Pays a 3.36% dividend. Good earnings. Trades at a low valuation. Good fundamentals. (Analysts’ price target is $58.39)
HOLD
HOLD
September 27, 2019
Walgreen move in the UK with Boots was a good move. Pharmaceuticals are important and selling other stuff is great. It will keep growing, especially with the regulation around drug dispensaries. (Analysts’ price target is $58.35)
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Walgreen move in the UK with Boots was a good move. Pharmaceuticals are important and selling other stuff is great. It will keep growing, especially with the regulation around drug dispensaries. (Analysts’ price target is $58.35)
DON'T BUY
DON'T BUY
September 12, 2019

Attractive valuation. Owns CVS Health instead, which is vertically integrated. So CVS is better positioned in the new world of health in the US to bring down costs. CVS trading at 9-10x earnings.

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Attractive valuation. Owns CVS Health instead, which is vertically integrated. So CVS is better positioned in the new world of health in the US to bring down costs. CVS trading at 9-10x earnings.

HOLD
HOLD
September 9, 2019
Bad news is already factored in. Bringing health care into the mix will give them more sustainable earnings, downturn resistant earnings, and maintain the multiple. Don't rush to sell this.
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Bad news is already factored in. Bringing health care into the mix will give them more sustainable earnings, downturn resistant earnings, and maintain the multiple. Don't rush to sell this.
COMMENT
COMMENT
August 27, 2019

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.

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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.

Don Lato

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Price
$49.450
Owned
Unknown
HOLD
HOLD
July 29, 2019

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.

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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
COMMENT
July 3, 2019

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.

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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
DON'T BUY
June 18, 2019
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.
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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
DON'T BUY
June 17, 2019
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.
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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.
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