Walgreen Boots Alliance
WBA-Q
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About Walgreen Boots Alliance (WBA-Q)
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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.
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.
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.
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.
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.
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.
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.
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.
$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.
$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.
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