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Showing 1 to 15 of 225 entries
STRONG BUY

The CEO is starting to put her stamp on the company, supporting their workers. They announced today they will raise wages, and shares rallied. Let's see them get into e-commerce and battling Amazon. The valuation is attractive. Most importantly, the company remains in transition and he is a firm believer.

specialty stores
DON'T BUY
Focus is on retail and pharmacy. Good side of the business, but slow growing. He's gone with CVS. More vertically integrated, growing dynamically. CVS has health insurance with Aetna, pharmacy benefit manager with CareMark, and HealthHub offering in-store diagnostics.
specialty stores
DON'T BUY
Operations in the US and UK. Stays in drug retail and expands geographically. Doesn't grow quickly, but it's not an income stock either. Growth profile not attractive. She owns CVS instead, with its vertically integrated strategy.
specialty stores
DON'T BUY

He prefers CVS. WBA has spun its wheels a bit. CVS has better management, and it's vertically integrated with Aetna and its pharmacy benefit manager.

specialty stores

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TOP PICK
Stockchase Research Editor: Michael O'Reilly The $42 billion market-cap global pharmacy company has been busy innovating their business model, including tech-enabled healthcare. Recently reported earnings showed consolidated revenue was up 12%, debt was down, and EPS was up over 80%. Management guidance on EPS for the year was upgraded to $5.20 per share compared to analyst consensus of $4.74. It pays a great dividend, backed by a payout ratio under 40% of cash flow. We would buy this with a stop loss at $40, looking to achieve $56 -- upside potential over 16%. Yield 3.88% (Analysts’ price target is $55.65)
specialty stores
DON'T BUY
They report Thursday when the CEO needs to lay out a grander vision than just more stores and one-time only customers who visit only for the Covid vaccine. Doesn't like it.
specialty stores
BUY

The CEO holds a special call on Tuesday. The CEO used to be the COO of Starbucks (which he owns), so WBA is in good hands.

specialty stores
BUY

It has frustrated investors. This is oversold, but is worth holding. It carries a decent balance. Not all these drug and health companies are being destroyed by Amazon.

specialty stores
DON'T BUY

CVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.

specialty stores
COMMENT

They report next week. He hopes they lower expectations. WBA is a great conundrum with great stores and pharmacies on one hand, but Amazon knocks the stuffing out of them.

specialty stores
PAST TOP PICK
(A Top Pick Oct 15/19, Down 31%) Being a value manager in this market is tough. This fits his definition of a value stock. His model price is $56.73 which is a 60% upside. He still owns it. It looks like it is trying to bottom. We need to get past the doubts about the economy.
specialty stores
DON'T BUY

The prescription drugs business is under attack, and the front of store is under attack from Amazon. Doesn't see any catalysts to raise this stock.

specialty stores
DON'T BUY

He has owned CVS instead in the past. This and WBA have been hit hard in recent years from a lingering concern over pressure on drug prices in the U.S. So, both have expanded into drug distribution, not just drug retail. The multiple that the market will pay for either has compressed. So, he prefers other stocks in this space, like Loblaws (which owns Shoppers Drug Mart) Drug. Traditionally, drug retailing is a stable business, but in the U.S. the pricing issue remains an overhang.

specialty stores
COMMENT

He has chosen to exit their holding about a year ago, based on their UK alliance (due to Brexit). He participates in the space with CVS instead, who bought a pharmacy benefits company. CVS has more than 10,000 locations in the US. The company has become vertically integrated, which gives them a long runway. Their "Health Hub" offers medical practitioners to people who would not otherwise have access to one.

specialty stores
DON'T BUY

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.

specialty stores
Showing 1 to 15 of 225 entries

Walgreen Boots Alliance(WBA-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 4

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 7

Total Signals / Votes : 11

Stockchase rating for Walgreen Boots Alliance is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Walgreen Boots Alliance(WBA-Q) Frequently Asked Questions

What is Walgreen Boots Alliance stock symbol?

Walgreen Boots Alliance is a American stock, trading under the symbol WBA-Q on the NASDAQ (WBA). It is usually referred to as NASDAQ:WBA or WBA-Q

Is Walgreen Boots Alliance a buy or a sell?

In the last year, 11 stock analysts published opinions about WBA-Q. 4 analysts recommended to BUY the stock. 7 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Walgreen Boots Alliance.

Is Walgreen Boots Alliance a good investment or a top pick?

Walgreen Boots Alliance was recommended as a Top Pick by on . Read the latest stock experts ratings for Walgreen Boots Alliance.

Why is Walgreen Boots Alliance stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Walgreen Boots Alliance worth watching?

11 stock analysts on Stockchase covered Walgreen Boots Alliance In the last year. It is a trending stock that is worth watching.

What is Walgreen Boots Alliance stock price?

On 2021-09-24, Walgreen Boots Alliance (WBA-Q) stock closed at a price of $48.31.