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
TOP PICK
TOP PICK
December 5, 2016

[See Past Picks] They have a lot of partnership agreements that will kick in shortly. They are renovating an enormous number of stores. They are doing a better job of understanding SKU by SKU profitability. They are driving traffic. They are doing all of this to offset margin compression.

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[See Past Picks] They have a lot of partnership agreements that will kick in shortly. They are renovating an enormous number of stores. They are doing a better job of understanding SKU by SKU profitability. They are driving traffic. They are doing all of this to offset margin compression.

HOLD
HOLD
November 30, 2016

They are in the midst of a proposed purchase of Rite Aid, which will give them a lot of benefits, both from a cost standpoint but also from a geographic standpoint. Rite Aid is quite strong in the Northeast and Midwest, and that scenario that could use some bolstering in their portfolio. If they take it on, and move some of the stores up to the quality of Walgreen, their revenue per square foot will improve and give a boost to the opportunities.

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They are in the midst of a proposed purchase of Rite Aid, which will give them a lot of benefits, both from a cost standpoint but also from a geographic standpoint. Rite Aid is quite strong in the Northeast and Midwest, and that scenario that could use some bolstering in their portfolio. If they take it on, and move some of the stores up to the quality of Walgreen, their revenue per square foot will improve and give a boost to the opportunities.

COMMENT
COMMENT
November 28, 2016

Overall this is a decent company. For pharmacy companies in general, will some of the acquisition mode be curtailed under a Trump administration? A bit of a risk for this name. If you want to stay in this area, he would be inclined to move to CVS (CVS-N). Overall though this is a good name.

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Overall this is a decent company. For pharmacy companies in general, will some of the acquisition mode be curtailed under a Trump administration? A bit of a risk for this name. If you want to stay in this area, he would be inclined to move to CVS (CVS-N). Overall though this is a good name.

PAST TOP PICK
PAST TOP PICK
November 23, 2016

(A Top Pick Nov 3/15. Down 2.69%.) This has been a little disappointing. The negative sentiment around healthcare has certainly affected the multiple. They’ve delivered relatively good earnings. The real opportunity going forward, is their ability to extract synergies from their last acquisition. He still likes this.

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(A Top Pick Nov 3/15. Down 2.69%.) This has been a little disappointing. The negative sentiment around healthcare has certainly affected the multiple. They’ve delivered relatively good earnings. The real opportunity going forward, is their ability to extract synergies from their last acquisition. He still likes this.

COMMENT
COMMENT
November 22, 2016

Within the group this is the one to own. In the short run, it probably doesn’t have the same leverage as some of the other sectors. It has a 1.8% dividend that should continue to grow. If the stock can trade north of about $86, technically it would be more attractive, but it is not at the epicenter of the buying right now. This is a type of company that would more likely be bought in a more defensive environment.

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Within the group this is the one to own. In the short run, it probably doesn’t have the same leverage as some of the other sectors. It has a 1.8% dividend that should continue to grow. If the stock can trade north of about $86, technically it would be more attractive, but it is not at the epicenter of the buying right now. This is a type of company that would more likely be bought in a more defensive environment.

BUY
BUY
November 18, 2016

Any change in healthcare will only benefit them. This and CVS-N are two great companies.

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Any change in healthcare will only benefit them. This and CVS-N are two great companies.

PAST TOP PICK
PAST TOP PICK
November 18, 2016

(A Top Pick Oct 29/15. Up 1.55%.) The stock really hasn’t made much of a move, so he exited the name for technical reasons.

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(A Top Pick Oct 29/15. Up 1.55%.) The stock really hasn’t made much of a move, so he exited the name for technical reasons.

TOP PICK
TOP PICK
November 15, 2016

Has had a difficult time with client’s portfolios because he has been moving out of consumer staples stocks which have done poorly with rising rates since July. That is uncomfortable, because this is the most stable sector, and he is trying to find names within that sector that he feels are going to grow and they are hard to find. Consumer staple stocks sales do not go down during recessions, which would be the same case with this company. This has a free cash flow yield of over 7%. The company thinks they can grow their top line revenues by 10% per year over the next 3 years. Dividend yield of 1.83%. (Analysts’ price target is $92.80.)

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Has had a difficult time with client’s portfolios because he has been moving out of consumer staples stocks which have done poorly with rising rates since July. That is uncomfortable, because this is the most stable sector, and he is trying to find names within that sector that he feels are going to grow and they are hard to find. Consumer staple stocks sales do not go down during recessions, which would be the same case with this company. This has a free cash flow yield of over 7%. The company thinks they can grow their top line revenues by 10% per year over the next 3 years. Dividend yield of 1.83%. (Analysts’ price target is $92.80.)

COMMENT
COMMENT
November 9, 2016

Today, we are seeing a sensitivity to the healthcare sector as to what the future can be. The stock has gone sideways for quite a long time. A pretty high-quality company, but you do have an increasing piece of these companies that is linked to pharmaceuticals, and what that area is going to look like in the next couple of years. This is a fully valued company. It’s a good business with good prospects, but not necessarily a great value today.

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Today, we are seeing a sensitivity to the healthcare sector as to what the future can be. The stock has gone sideways for quite a long time. A pretty high-quality company, but you do have an increasing piece of these companies that is linked to pharmaceuticals, and what that area is going to look like in the next couple of years. This is a fully valued company. It’s a good business with good prospects, but not necessarily a great value today.

WATCH
WATCH
October 18, 2016

He has strong feelings for this space. Prescriptions are rising as the population ages. Healthcare might be affected by a Clinton presidency. Some of that is built into the price of the stock. He does not think Democrats will take back the house. Otherwise you might see a bit of a rebound.

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He has strong feelings for this space. Prescriptions are rising as the population ages. Healthcare might be affected by a Clinton presidency. Some of that is built into the price of the stock. He does not think Democrats will take back the house. Otherwise you might see a bit of a rebound.

BUY
BUY
October 13, 2016

It lags behind CVS-N, but with their new CEO, they will increase their private label penetration and margins. They generate a lot of cash it will be used to buy back shares and increase the dividend.

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It lags behind CVS-N, but with their new CEO, they will increase their private label penetration and margins. They generate a lot of cash it will be used to buy back shares and increase the dividend.

BUY WEAKNESS
BUY WEAKNESS
September 26, 2016

It is a mix of an old drug store and basic healthcare. It is fully valued however it is and is fine to own longer term. Look for a better entry point.

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It is a mix of an old drug store and basic healthcare. It is fully valued however it is and is fine to own longer term. Look for a better entry point.

COMMENT
COMMENT
September 15, 2016

There are a couple of things you have to think about. They made the acquisition of Rite Aid, which is what is really going to drive the stock. They will probably have to sell between 500 and 1,000 stores. Trading at 18X earnings. Feels the dividend is secure.

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There are a couple of things you have to think about. They made the acquisition of Rite Aid, which is what is really going to drive the stock. They will probably have to sell between 500 and 1,000 stores. Trading at 18X earnings. Feels the dividend is secure.

PAST TOP PICK
PAST TOP PICK
September 7, 2016

(A Top Pick April 20/16. Up 1.62%.) Right now, no one is in a rush to jump into this business. Not a lot has changed here. He is still waiting to hear about Rite Aid and whether they can own it or not. Even if the deal does not go through, they will be doing something else with the money.

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(A Top Pick April 20/16. Up 1.62%.) Right now, no one is in a rush to jump into this business. Not a lot has changed here. He is still waiting to hear about Rite Aid and whether they can own it or not. Even if the deal does not go through, they will be doing something else with the money.

TOP PICK
TOP PICK
September 7, 2016

Undergoing a transition to drive improved profitability out of its existing asset base. He is going to be a long-term holder of this business. Over time, they are going to add a lot of value. A very smart management team. Not an expensive valuation. Dividend yield of 1.84%.

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Undergoing a transition to drive improved profitability out of its existing asset base. He is going to be a long-term holder of this business. Over time, they are going to add a lot of value. A very smart management team. Not an expensive valuation. Dividend yield of 1.84%.

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