189

Walgreen Boots Alliance (WBA-Q)

ON STOCKCHASE SINCE Jan 2001

Formerly Walgreens

specialty stores

Walgreen Boots Alliance
WBA-Q

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Signal	Opinion	Expert
TOP PICK	Walgreen Boots Alliance(WBA-Q) March 13, 2019 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) specialty stores 0 0 0 0 0 0 comments	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) specialty stores 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $61.900 Owned Yes

BUY	Walgreen Boots Alliance(WBA-Q) March 11, 2019 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. specialty stores 0 0 0 0 0 0 comments	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. specialty stores 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $60.680 Owned Unknown
DON'T BUY	Walgreen Boots Alliance(WBA-Q) March 11, 2019 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. specialty stores 0 0 0 0 0 0 comments	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. specialty stores 0 0 0 0 0 0 comments Elliott Fishman Director o, Trading Services Gro... Price $60.680 Owned Unknown
PAST TOP PICK	Walgreen Boots Alliance(WBA-Q) December 21, 2018 (A Top Pick Nov 30/17, Down 3%) Holding its own given the recent drop in markets in general. Just in the last week it has weaken based on a weak report from GoldmanSachs. They have recently guided earnings in line with market expectations. The European market slowdown is creating headwinds. It trades at less than 10 times earnings and over 2% yield with rising dividends expected next year. specialty stores 0 0 0 0 0 0 comments	(A Top Pick Nov 30/17, Down 3%) Holding its own given the recent drop in markets in general. Just in the last week it has weaken based on a weak report from GoldmanSachs. They have recently guided earnings in line with market expectations. The European market slowdown is creating headwinds. It trades at less than 10 times earnings and over 2% yield with rising dividends expected next year. specialty stores 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $67.260 Owned Unknown
BUY	Walgreen Boots Alliance(WBA-Q) December 19, 2018 They have 13,000 stores in the US and just bought many more stores recently. They struggled to bring those into the structure, but feels they are going to do well. Trading at 12.5 times earnings (about 30% discount to normal). It is a Dow component. He thinks there are good things to come. specialty stores 0 0 0 0 0 0 comments	They have 13,000 stores in the US and just bought many more stores recently. They struggled to bring those into the structure, but feels they are going to do well. Trading at 12.5 times earnings (about 30% discount to normal). It is a Dow component. He thinks there are good things to come. specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $73.290 Owned Yes
WAIT	Walgreen Boots Alliance(WBA-Q) December 3, 2018 Maybe the CVS acqusition of Aetna is synergistic by putting Aetna facilities besides CVS locations, but will this drive volume within the pharamcy? He's not sure. Trades at 10x earnings. With this purchase, their debt is higher. Wait a couple of quarters to see if the acqusition pans out. specialty stores 0 0 0 0 0 0 comments	Maybe the CVS acqusition of Aetna is synergistic by putting Aetna facilities besides CVS locations, but will this drive volume within the pharamcy? He's not sure. Trades at 10x earnings. With this purchase, their debt is higher. Wait a couple of quarters to see if the acqusition pans out. specialty stores 0 0 0 0 0 0 comments Paul Macdonald Chief Inve, Harvest Portfolios G... Price $85.690 Owned Unknown
BUY	Walgreen Boots Alliance(WBA-Q) November 26, 2018 He likes this company. It has been trading quite well. It looks undervalued and a nice little dividend which is sustainable. A good opportunity here. specialty stores 0 0 0 0 0 0 comments	He likes this company. It has been trading quite well. It looks undervalued and a nice little dividend which is sustainable. A good opportunity here. specialty stores 0 0 0 0 0 0 comments Matt Kacur President, FSA Financial Scienc... Price $81.700 Owned No
TOP PICK	Walgreen Boots Alliance(WBA-Q) November 2, 2018 This sector was hit when Amazon was thought to be invading the space. His model has just given a positive buy signal. His model price is $100. Yield 2.2%. (Analysts’ price target is $76.14) specialty stores 0 0 0 0 0 0 comments	This sector was hit when Amazon was thought to be invading the space. His model has just given a positive buy signal. His model price is $100. Yield 2.2%. (Analysts’ price target is $76.14) specialty stores 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $79.300 Owned Yes
PAST TOP PICK	Walgreen Boots Alliance(WBA-Q) October 29, 2018 (Past Top Pick Nov. 30, 2017,Up 8%) The Amazon fear of taking over this space was unfounded. WBA sales are a little weak, but beat on earnings. Trades at 11x earnings and pays a 2.5% dividend which they've increased 42 years in a row and he expects another in January. A defensive play. specialty stores 0 0 0 0 0 0 comments	(Past Top Pick Nov. 30, 2017,Up 8%) The Amazon fear of taking over this space was unfounded. WBA sales are a little weak, but beat on earnings. Trades at 11x earnings and pays a 2.5% dividend which they've increased 42 years in a row and he expects another in January. A defensive play. specialty stores 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $76.820 Owned Yes
BUY	Walgreen Boots Alliance(WBA-Q) October 3, 2018 It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient. specialty stores 0 0 0 0 0 0 comments	It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient. specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $73.800 Owned Yes
COMMENT	Walgreen Boots Alliance(WBA-Q) August 2, 2018 The stock sold off when Amazon.com (AMZN-Q) entered the field. This is an area where they are going to make solid inroads into. specialty stores 0 0 0 0 0 0 comments	The stock sold off when Amazon.com (AMZN-Q) entered the field. This is an area where they are going to make solid inroads into. specialty stores 0 0 0 0 0 0 comments Richard Croft President, R.N. Croft Financial... Price $66.980 Owned No
BUY	Walgreen Boots Alliance(WBA-Q) July 17, 2018 It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the most expensive places to be served, meaning hospitals and emergency rooms. specialty stores 0 0 0 0 0 0 comments	It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the most expensive places to be served, meaning hospitals and emergency rooms. specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $65.630 Owned Yes
TOP PICK	Walgreen Boots Alliance(WBA-Q) July 12, 2018 He thinks the impact of AMZN-Q coming into the space is over stated. When you look at the valuation of WBA-Q today, the huge scale, he has a lot of trust in the management. They are generating a boat load of free cash flow. (Analysts’ target: $71.39). specialty stores 0 0 0 0 0 0 comments	He thinks the impact of AMZN-Q coming into the space is over stated. When you look at the valuation of WBA-Q today, the huge scale, he has a lot of trust in the management. They are generating a boat load of free cash flow. (Analysts’ target: $71.39). specialty stores 0 0 0 0 0 0 comments Stephen Groff Principal , Cambridge Global Ass... Price $63.880 Owned Yes
TOP PICK	Walgreen Boots Alliance(WBA-Q) April 25, 2018 One of the largest phramacies int he US. In the past year they bought several hunreds Rite-Aids, giving them a needed footprint in the American northeast. Cheap with less than 10x earnings. There are worries of Amazon coming into this sector, but Walgreens won't roll over and let them take over. They enjouy a good growth rate. (Analysts' price target $81.25) specialty stores 0 0 0 0 0 0 comments	One of the largest phramacies int he US. In the past year they bought several hunreds Rite-Aids, giving them a needed footprint in the American northeast. Cheap with less than 10x earnings. There are worries of Amazon coming into this sector, but Walgreens won't roll over and let them take over. They enjouy a good growth rate. (Analysts' price target $81.25) specialty stores 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $65.950 Owned Yes
PAST TOP PICK	Walgreen Boots Alliance(WBA-Q) April 20, 2018 (A Top Pick November 30/17 Down 11%) Reports that Amazon will not enter hospital pharma helped the price on Monday. It is down to 11.5 times earnings and demographics are good. He is going to continue to hold this one. Yield 2.5%. specialty stores 0 0 0 0 0 0 comments	(A Top Pick November 30/17 Down 11%) Reports that Amazon will not enter hospital pharma helped the price on Monday. It is down to 11.5 times earnings and demographics are good. He is going to continue to hold this one. Yield 2.5%. specialty stores 0 0 0 0 0 0 comments Don Lato President, Padlock Investment M... Price $63.920 Owned Yes

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