Walgreen Boots Alliance | StockChase
169
Walgreen Boots Alliance (WBA-Q)

Last Price Recorded: $76.0700 on 2018-01-15

ON STOCKCHASE SINCE Jan 2001

Formerly Walgreens

specialty stores
169
Walgreen Boots Alliance (WBA-Q)

Last Price Recorded: $76.0700 on 2018-01-15

ON STOCKCHASE SINCE Jan 2001

Formerly Walgreens

specialty stores

Walgreen Boots Alliance


Signal Opinion Expert
TOP PICK
Walgreen Boots Alliance(WBA-Q) 

November 30, 2017

It came up off the bottom after going sideways for a year or two.  They finally got approval from regulators on their acquisition of Boots.  13 times earnings.  42 years in a row of dividend increases.  AMZN-Q is not getting into the pharmacy business tomorrow.  (Analysts’ target: $87.00).

specialty stores

It came up off the bottom after going sideways for a year or two.  They finally got approval from regulators on their acquisition of Boots.  13 times earnings.  42 years in a row of dividend increases.  AMZN-Q is not getting into the pharmacy business tomorrow.  (Analysts’ target: $87.00).

specialty stores
Don Lato

President, Padlock Investment M...

PricePrice
$72.760
Owned Owned
No

HOLD
Walgreen Boots Alliance(WBA-Q) 

November 10, 2017

This is in a tough spot together with CVS, because of their pharmacies and the Amazon (AMZN-Q) factor. There is a fear that Amazon is going to enter the market and take business away from them. It wasn’t long ago that Amazon bought Whole Foods, and the talk on the street was that they were going to destroy Walmart by taking the grocery business away from them. However, Walmart responded. There is going to be a response on this, and we are already seeing it in the industry.

specialty stores

This is in a tough spot together with CVS, because of their pharmacies and the Amazon (AMZN-Q) factor. There is a fear that Amazon is going to enter the market and take business away from them. It wasn’t long ago that Amazon bought Whole Foods, and the talk on the street was that they were going to destroy Walmart by taking the grocery business away from them. However, Walmart responded. There is going to be a response on this, and we are already seeing it in the industry.

specialty stores
Gordon Reid

President, GoodReid Investment ...

PricePrice
$70.990
Owned Owned
Yes

DON'T BUY

The drug store arena has lots of M&A going on.  They finally got regulatory approval to buy 1000 rightaid stores.  This news is in the past.  They need to increase prescriptions because that is where the money is but WBA-N cannot show it.

specialty stores

The drug store arena has lots of M&A going on.  They finally got regulatory approval to buy 1000 rightaid stores.  This news is in the past.  They need to increase prescriptions because that is where the money is but WBA-N cannot show it.

specialty stores
Erin Gibbs

V.P., S&P Global Market In...

PricePrice
$65.940
Owned Owned
Unknown

DON'T BUY

All retail pharmacy companies are being Amazoned right now, because Amazon just announced that they want to apply for a pharmaceutical distribution license. The other problem with pharmacies is that back of the store revenues have started to decline. The front of the store has really fallen off the map. He is completely avoiding the retail sector.

specialty stores

All retail pharmacy companies are being Amazoned right now, because Amazon just announced that they want to apply for a pharmaceutical distribution license. The other problem with pharmacies is that back of the store revenues have started to decline. The front of the store has really fallen off the map. He is completely avoiding the retail sector.

specialty stores
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$67.010
Owned Owned
Unknown

DON'T BUY

It has been a soft performer (weak).  There is a concern about AMZN-Q getting over aggressive over time on Pharmacy.  But the business is not that simple and the retail chain adds a lot of value.  The process is very efficient and they have a lot of buying power.  AMZN-Q is absolutely a threat but if you look at the WBA-Q, a lot is baked in at today’s price.

specialty stores

It has been a soft performer (weak).  There is a concern about AMZN-Q getting over aggressive over time on Pharmacy.  But the business is not that simple and the retail chain adds a lot of value.  The process is very efficient and they have a lot of buying power.  AMZN-Q is absolutely a threat but if you look at the WBA-Q, a lot is baked in at today’s price.

specialty stores
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$66.260
Owned Owned
Unknown

BUY

There has been a lot of outside pressure in the space. It is more about what people think is going to happen but hasn’t actually happened yet. It looks quite cheap.

specialty stores

There has been a lot of outside pressure in the space. It is more about what people think is going to happen but hasn’t actually happened yet. It looks quite cheap.

specialty stores
Matt Kacur

President, FSA Financial Scienc...

PricePrice
$67.560
Owned Owned
Unknown

COMMENT
Walgreen Boots Alliance(WBA-Q) 

September 20, 2017

The movement into pharmacies is great, as the baby boomers need more pills. He understands that once a pharmacy gets a prescription coming into the store, those customers stay. This is a great global play. It’s the largest pharmacy in the US and has one of the largest in the UK. The stock has not worked, because there are just too many moving parts, but it does make sense in a longer-term basis.

specialty stores

The movement into pharmacies is great, as the baby boomers need more pills. He understands that once a pharmacy gets a prescription coming into the store, those customers stay. This is a great global play. It’s the largest pharmacy in the US and has one of the largest in the UK. The stock has not worked, because there are just too many moving parts, but it does make sense in a longer-term basis.

specialty stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$78.840
Owned Owned
No

PAST TOP PICK
Walgreen Boots Alliance(WBA-Q) 

September 6, 2017

(A Top Pick Sept 7/16. Up 0.47%.) It hasn’t done much over the past year in light of some of the competitive pressures in the industry and some of the overall challenges. He continues to own this, because they have a visionary leader with a very articulate intelligence strategy of how to create value, and they are good with capital allocation. This is ultimately going to be recognized by people throughout the chain.

specialty stores

(A Top Pick Sept 7/16. Up 0.47%.) It hasn’t done much over the past year in light of some of the competitive pressures in the industry and some of the overall challenges. He continues to own this, because they have a visionary leader with a very articulate intelligence strategy of how to create value, and they are good with capital allocation. This is ultimately going to be recognized by people throughout the chain.

specialty stores
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$81.760
Owned Owned
Yes

DON'T BUY

Not that familiar with this, but it is in the right industry of drug distribution and getting product to people in their homes. There are 2 different businesses. You have the US business where you have healthcare insurance companies controlling the price and distribution. In the UK, you have a national government system. Retail distribution systems are under pressure globally, and these companies are trying to move into other businesses. He wouldn’t want to take the risk of being there while they are doing this transition.

specialty stores

Not that familiar with this, but it is in the right industry of drug distribution and getting product to people in their homes. There are 2 different businesses. You have the US business where you have healthcare insurance companies controlling the price and distribution. In the UK, you have a national government system. Retail distribution systems are under pressure globally, and these companies are trying to move into other businesses. He wouldn’t want to take the risk of being there while they are doing this transition.

specialty stores
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$81.130
Owned Owned
No

COMMENT

This has been a disappointment. They are facing the back of the store challenge, in terms of a mix towards generics, a lower margin business than the pure pharmaceutical. Counteracting that are demographics. People are getting older, and as they get older they take more pills. There is also the Amazon affect with the e-commerce model affecting retailers. He doubts Amazon wants to get involved with a regulated environment. Longer-term, he thinks these are very good franchises. Earnings continue to do well. (See Top Picks.)

specialty stores

This has been a disappointment. They are facing the back of the store challenge, in terms of a mix towards generics, a lower margin business than the pure pharmaceutical. Counteracting that are demographics. People are getting older, and as they get older they take more pills. There is also the Amazon affect with the e-commerce model affecting retailers. He doubts Amazon wants to get involved with a regulated environment. Longer-term, he thinks these are very good franchises. Earnings continue to do well. (See Top Picks.)

specialty stores
Gordon Reid

President, GoodReid Investment ...

PricePrice
$78.120
Owned Owned
Yes

WAIT

Battling to buy Rite Aid (RAD-N) and are coming up with some pressure and push back. He prefers CVS (CVS-N) on a relative valuation. Trades at a premium to CVS, so he would wait for some sort of pullback. If the Rite Aid deal falls through, he presumes Rite Aid shares would fall off, which would be a good time to purchase the stock.

specialty stores

Battling to buy Rite Aid (RAD-N) and are coming up with some pressure and push back. He prefers CVS (CVS-N) on a relative valuation. Trades at a premium to CVS, so he would wait for some sort of pullback. If the Rite Aid deal falls through, he presumes Rite Aid shares would fall off, which would be a good time to purchase the stock.

specialty stores
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$80.610
Owned Owned
Unknown

COMMENT

Thinks the market has soured on this company because of their exposure to Britain, which is in the middle of BREXIT. He likes this company. It’s a good story, because they have a very high free cash flow yield, which leads to dividend increases. Not a bad stock to look at.

specialty stores

Thinks the market has soured on this company because of their exposure to Britain, which is in the middle of BREXIT. He likes this company. It’s a good story, because they have a very high free cash flow yield, which leads to dividend increases. Not a bad stock to look at.

specialty stores
John Burke

CEO & CIO, Burke Financial Stra...

PricePrice
$85.620
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick April 20/16. Up 7%.) This has been fine. It hasn’t been an unbelievable return, but when looking at how it has done relative to many of its peers, it has actually been fairly solid. Feels managements’ strategy is sound.

specialty stores

(A Top Pick April 20/16. Up 7%.) This has been fine. It hasn’t been an unbelievable return, but when looking at how it has done relative to many of its peers, it has actually been fairly solid. Feels managements’ strategy is sound.

specialty stores
Stephen Groff

Principal & Portfolio Manager, Cambridge Global Ass...

PricePrice
$85.800
Owned Owned
Yes

COMMENT

(Market Call Minute.) Prefers Amerisourcebergen (ABC-N) because of their distribution of drugs, as opposed to the bricks and mortar retail outlets of this company.

specialty stores

(Market Call Minute.) Prefers Amerisourcebergen (ABC-N) because of their distribution of drugs, as opposed to the bricks and mortar retail outlets of this company.

specialty stores
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$85.610
Owned Owned
Unknown

DON'T BUY

There has been a lot of work done on the merger with Rite Aid (RAD-N). Should it go through, it becomes a management and operation that has a lot of levers. He thinks we have seen the secular low in rates and that is going to be a headwind for them. Along with the synergies that they will get out of the deal, there will be execution risks. Unfortunately, on the drug distribution and pricing side, there is little headwind there as well.

specialty stores

There has been a lot of work done on the merger with Rite Aid (RAD-N). Should it go through, it becomes a management and operation that has a lot of levers. He thinks we have seen the secular low in rates and that is going to be a headwind for them. Along with the synergies that they will get out of the deal, there will be execution risks. Unfortunately, on the drug distribution and pricing side, there is little headwind there as well.

specialty stores
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$81.530
Owned Owned
Unknown

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