Walgreen Boots Alliance

WBA-Q

NASDAQ:WBA

42.96
1.13 (2.69%)
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
PAST TOP PICK
PAST TOP PICK
October 29, 2018

(Past Top Pick Nov. 30, 2017,Up 8%) The Amazon fear of taking over this space was unfounded. WBA sales are a little weak, but beat on earnings. Trades at 11x earnings and pays a 2.5% dividend which they've increased 42 years in a row and he expects another in January. A defensive play.

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(Past Top Pick Nov. 30, 2017,Up 8%) The Amazon fear of taking over this space was unfounded. WBA sales are a little weak, but beat on earnings. Trades at 11x earnings and pays a 2.5% dividend which they've increased 42 years in a row and he expects another in January. A defensive play.

BUY
BUY
October 3, 2018

It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient.

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It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient.

COMMENT
COMMENT
August 2, 2018

The stock sold off when Amazon.com (AMZN-Q) entered the field. This is an area where they are going to make solid inroads into.

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The stock sold off when Amazon.com (AMZN-Q) entered the field. This is an area where they are going to make solid inroads into.

BUY
BUY
July 17, 2018

It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he
also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the
most expensive places to be served, meaning hospitals and emergency rooms.

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It's trading at a low multiple, around 10x. But the worry is that Amazon will destroy Walgreens' model. What the market is missing is that Walgreens has 13,000 U.S. storefronts close to most of the American population. (CVS, which he
also owns, has 10,000.) The effect is to create a relationship with the patient/consumer so they can interact with a medical professional. Society is getting older, so chronic medical conditions will increase. These folks won't go to the
most expensive places to be served, meaning hospitals and emergency rooms.

TOP PICK
TOP PICK
July 12, 2018

He thinks the impact of AMZN-Q coming into the space is over stated. When you look at the valuation of WBA-Q today, the huge scale, he has a lot of trust in the management. They are generating a boat load of free cash flow. (Analysts’ target: $71.39).

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He thinks the impact of AMZN-Q coming into the space is over stated. When you look at the valuation of WBA-Q today, the huge scale, he has a lot of trust in the management. They are generating a boat load of free cash flow. (Analysts’ target: $71.39).

TOP PICK
TOP PICK
April 25, 2018

One of the largest phramacies int he US. In the past year they bought several hunreds Rite-Aids, giving them a needed footprint in the American northeast. Cheap with less than 10x earnings. There are worries of Amazon coming into this sector, but Walgreens won't roll over and let them take over. They enjouy a good growth rate. (Analysts' price target $81.25)

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One of the largest phramacies int he US. In the past year they bought several hunreds Rite-Aids, giving them a needed footprint in the American northeast. Cheap with less than 10x earnings. There are worries of Amazon coming into this sector, but Walgreens won't roll over and let them take over. They enjouy a good growth rate. (Analysts' price target $81.25)

PAST TOP PICK
PAST TOP PICK
April 20, 2018

(A Top Pick November 30/17 Down 11%) Reports that Amazon will not enter hospital pharma helped the price on Monday. It is down to 11.5 times earnings and demographics are good. He is going to continue to hold this one. Yield 2.5%.

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(A Top Pick November 30/17 Down 11%) Reports that Amazon will not enter hospital pharma helped the price on Monday. It is down to 11.5 times earnings and demographics are good. He is going to continue to hold this one. Yield 2.5%.

PAST TOP PICK
PAST TOP PICK
April 9, 2018

(A Top Pick Aug 2, 2016, Down 17%) Putting Boots into Walgreens has been quite a challenge. Still a well run business and a cheap stock.

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(A Top Pick Aug 2, 2016, Down 17%) Putting Boots into Walgreens has been quite a challenge. Still a well run business and a cheap stock.

COMMENT
COMMENT
March 28, 2018

They reported earnings today that were better than market expectations. The opioid crisis is creating some concern among investors in general in this space. Overall a good company that generates a lot of cash.

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They reported earnings today that were better than market expectations. The opioid crisis is creating some concern among investors in general in this space. Overall a good company that generates a lot of cash.

COMMENT
COMMENT
February 15, 2018

CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side.

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CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side.

TOP PICK
TOP PICK
February 14, 2018

This has taken longer than he originally thought despite double digit growth. It is now trading only 12 times earnings. Management is visionary and will survive despite pressure from Amazon. Selling drugs online will have challenges for the competition. Owns $500-$600 million of this stock. Yield 2.3%. (Analysts’ price target is $85.58 )

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This has taken longer than he originally thought despite double digit growth. It is now trading only 12 times earnings. Management is visionary and will survive despite pressure from Amazon. Selling drugs online will have challenges for the competition. Owns $500-$600 million of this stock. Yield 2.3%. (Analysts’ price target is $85.58 )

BUY
BUY
January 25, 2018

They spent a lot of time in the penalty box last year. The several hundred stores in a recent acquisition will be accretive. It is felt that Amazon will get into the pharmacy business. You will like to get advice on your prescriptions when you refill them. It is only 14 times earnings and increased the dividend 42 years in a row. Expectations are for a raise again this year.

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They spent a lot of time in the penalty box last year. The several hundred stores in a recent acquisition will be accretive. It is felt that Amazon will get into the pharmacy business. You will like to get advice on your prescriptions when you refill them. It is only 14 times earnings and increased the dividend 42 years in a row. Expectations are for a raise again this year.

TOP PICK
TOP PICK
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).

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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).

HOLD
HOLD
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.

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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.

DON'T BUY
DON'T BUY
November 6, 2017

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.

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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.

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