Walgreen Boots Alliance

WBA-Q

NASDAQ:WBA

47.45
0.38 (0.81%)
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.
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Analysis and Opinions about WBA-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 12, 2019

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.

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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.

HOLD
HOLD
September 9, 2019
Bad news is already factored in. Bringing health care into the mix will give them more sustainable earnings, downturn resistant earnings, and maintain the multiple. Don't rush to sell this.
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Bad news is already factored in. Bringing health care into the mix will give them more sustainable earnings, downturn resistant earnings, and maintain the multiple. Don't rush to sell this.
COMMENT
COMMENT
August 27, 2019

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.

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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.

HOLD
HOLD
July 29, 2019

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.

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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.

COMMENT
COMMENT
July 3, 2019

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.

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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.

DON'T BUY
DON'T BUY
June 18, 2019
The market in general has gone up and this have been moving down. He would need to see a move above $60 before he gets interested. He would look elsewhere.
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The market in general has gone up and this have been moving down. He would need to see a move above $60 before he gets interested. He would look elsewhere.
DON'T BUY
DON'T BUY
June 17, 2019
Is it real estate reflected in its current price? The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Disruption will make it harder for WBA to compete. The real estate is not valued in, but nothing tells him that it should either. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
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Is it real estate reflected in its current price? The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Disruption will make it harder for WBA to compete. The real estate is not valued in, but nothing tells him that it should either. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
BUY
BUY
June 14, 2019

$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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$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.

N/A
N/A
May 30, 2019
He was not happy with their last earnings report. There was a weakening on margins on their generic drug business and they are being affected with BREXIT because of their affiliation with Boots. He owns CVS-N who have a more vibrant long term plan. WBA-Q does not have a catalyst.
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He was not happy with their last earnings report. There was a weakening on margins on their generic drug business and they are being affected with BREXIT because of their affiliation with Boots. He owns CVS-N who have a more vibrant long term plan. WBA-Q does not have a catalyst.
HOLD
HOLD
May 29, 2019
He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.
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He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.
BUY
BUY
May 23, 2019
It is global. It will have headline noise because of the election. It could bounce back but is under pressure from dispensing fees. There are other ways to get dividend growth. 75% of their business is retail.
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It is global. It will have headline noise because of the election. It could bounce back but is under pressure from dispensing fees. There are other ways to get dividend growth. 75% of their business is retail.
BUY
BUY
April 22, 2019
vs. Walgreen Still cheap. $82.60 is his target price. Some stocks you go to war with when the market or sector is negative, when investors beat up a stock. You can be contrarian and do very well with this.
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vs. Walgreen Still cheap. $82.60 is his target price. Some stocks you go to war with when the market or sector is negative, when investors beat up a stock. You can be contrarian and do very well with this.
PAST TOP PICK
PAST TOP PICK
April 22, 2019
(A Top Pick Apr 25/18, Down 16%) He sold upon news that its generic drug margins were deteriorating. You must look at your stocks with fresh eyes when news arises. Have an unemotional sell discipline.
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(A Top Pick Apr 25/18, Down 16%) He sold upon news that its generic drug margins were deteriorating. You must look at your stocks with fresh eyes when news arises. Have an unemotional sell discipline.
PARTIAL BUY
PARTIAL BUY
April 11, 2019
The PE is lower than historically. He historically owned CVS-N. The problem with WBA-N is the political noise around drug pricing and these companies are just middlemen. He sold CVS-N a while ago. There is a lot of risk in the names for the next 5 years. Buy a half position in the name and buy the rest on later on weakness.
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The PE is lower than historically. He historically owned CVS-N. The problem with WBA-N is the political noise around drug pricing and these companies are just middlemen. He sold CVS-N a while ago. There is a lot of risk in the names for the next 5 years. Buy a half position in the name and buy the rest on later on weakness.
TOP PICK
TOP PICK
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)
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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)
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