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.
More at Wikipedia

Analysis and Opinions about WBA-Q

Signal
Opinion
Expert
BUY
BUY
March 11, 2019
He decided to get out of CVS-T because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. CVS-T keep making acquisitions to make the company make sense. He would probably prefer WBA-Q.
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He decided to get out of CVS-T because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. CVS-T keep making acquisitions to make the company make sense. He would probably prefer WBA-Q.
DON'T BUY
DON'T BUY
March 11, 2019
It looks shaky now. Hopefeully it stays in the $60-80 range. If it breaks below $60, you're in trouble. Have a short leash on this.
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It looks shaky now. Hopefeully it stays in the $60-80 range. If it breaks below $60, you're in trouble. Have a short leash on this.
PAST TOP PICK
PAST TOP PICK
December 21, 2018
(A Top Pick Nov 30/17, Down 3%) Holding its own given the recent drop in markets in general. Just in the last week it has weaken based on a weak report from GoldmanSachs. They have recently guided earnings in line with market expectations. The European market slowdown is creating headwinds. It trades at less than 10 times earnings and over 2% yield with rising dividends expected next year.
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(A Top Pick Nov 30/17, Down 3%) Holding its own given the recent drop in markets in general. Just in the last week it has weaken based on a weak report from GoldmanSachs. They have recently guided earnings in line with market expectations. The European market slowdown is creating headwinds. It trades at less than 10 times earnings and over 2% yield with rising dividends expected next year.
BUY
BUY
December 19, 2018
They have 13,000 stores in the US and just bought many more stores recently. They struggled to bring those into the structure, but feels they are going to do well. Trading at 12.5 times earnings (about 30% discount to normal). It is a Dow component. He thinks there are good things to come.
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They have 13,000 stores in the US and just bought many more stores recently. They struggled to bring those into the structure, but feels they are going to do well. Trading at 12.5 times earnings (about 30% discount to normal). It is a Dow component. He thinks there are good things to come.
WAIT
WAIT
December 3, 2018
Maybe the CVS acqusition of Aetna is synergistic by putting Aetna facilities besides CVS locations, but will this drive volume within the pharamcy? He's not sure. Trades at 10x earnings. With this purchase, their debt is higher. Wait a couple of quarters to see if the acqusition pans out.
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Maybe the CVS acqusition of Aetna is synergistic by putting Aetna facilities besides CVS locations, but will this drive volume within the pharamcy? He's not sure. Trades at 10x earnings. With this purchase, their debt is higher. Wait a couple of quarters to see if the acqusition pans out.
BUY
BUY
November 26, 2018
He likes this company. It has been trading quite well. It looks undervalued and a nice little dividend which is sustainable. A good opportunity here.
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He likes this company. It has been trading quite well. It looks undervalued and a nice little dividend which is sustainable. A good opportunity here.
TOP PICK
TOP PICK
November 2, 2018
This sector was hit when Amazon was thought to be invading the space. His model has just given a positive buy signal. His model price is $100. Yield 2.2%. (Analysts’ price target is $76.14)
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This sector was hit when Amazon was thought to be invading the space. His model has just given a positive buy signal. His model price is $100. Yield 2.2%. (Analysts’ price target is $76.14)
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.

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