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
COMMENT
COMMENT
May 10, 2017

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.

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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.

PAST TOP PICK
PAST TOP PICK
March 15, 2017

(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.

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(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.

COMMENT
COMMENT
March 13, 2017

(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.

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(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.

DON'T BUY
DON'T BUY
February 8, 2017

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.

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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.

HOLD
HOLD
January 26, 2017

He thinks there is a future to it and holds it. There are concerns about how Obamacare will transform under Republicans. Two thirds of revenue is coming from pharmacy and one third from front store. He also has CVS-N. Be patient with it.

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He thinks there is a future to it and holds it. There are concerns about how Obamacare will transform under Republicans. Two thirds of revenue is coming from pharmacy and one third from front store. He also has CVS-N. Be patient with it.

COMMENT
COMMENT
January 11, 2017

She would prefer CVS (CVS-N), especially given the pullback they’ve had. CVS is trading at a more attractive valuation, and feels they can turn themselves around and get growing again in 2018.

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She would prefer CVS (CVS-N), especially given the pullback they’ve had. CVS is trading at a more attractive valuation, and feels they can turn themselves around and get growing again in 2018.

PAST TOP PICK
PAST TOP PICK
December 5, 2016

(Top Pick Sep 7/16, Up 3.27%) Not a lot has changed. It is a steady business that is doing a lot of things right. They turned over 40% of their supervisors in North American stores. He thinks it will result in sustainable margins.

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(Top Pick Sep 7/16, Up 3.27%) Not a lot has changed. It is a steady business that is doing a lot of things right. They turned over 40% of their supervisors in North American stores. He thinks it will result in sustainable margins.

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.)

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