Walgreen Boots Alliance

WBA-Q

NASDAQ:WBA

39.00
0.07 (0.18%)
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.
More at Wikipedia

Analysis and Opinions about WBA-Q

Signal
Opinion
Expert
BUY
BUY
October 21, 2020

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.

Show full opinionHide full opinion

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.

DON'T BUY
DON'T BUY
October 19, 2020

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
October 9, 2020

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.

Show full opinionHide full opinion

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.

PAST TOP PICK
PAST TOP PICK
October 5, 2020
(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.
Show full opinionHide full opinion
(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.
DON'T BUY
DON'T BUY
September 25, 2020

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.

Show full opinionHide full opinion

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.

DON'T BUY
DON'T BUY
September 8, 2020

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.

Show full opinionHide full opinion

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.

COMMENT
COMMENT
June 17, 2020

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.

Show full opinionHide full opinion

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.

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.
Show full opinionHide full opinion
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.

Show full opinionHide full opinion

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.
Show full opinionHide full opinion
(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)
Show full opinionHide full opinion
$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)
Show full opinionHide full opinion
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)
Showing 1 to 15 of 218 entries

Walgreen Boots Alliance(WBA-Q) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 6

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, 6 stock analysts published opinions about WBA-Q. 2 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is BUY. 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 Jim Cramer - Mad Money on 2020-10-21. 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?

6 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 2020-11-27, Walgreen Boots Alliance (WBA-Q) stock closed at a price of $39.