Opinions John O'Connell, CFA
Walgreen Boots AllianceWBADON'T BUYSep 10, 2012
$35.14
Stock price when the opinion was issued
$12.05
As of Aug 27, 2025. Market Open.
specialty stores
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DON'T BUY
They report Tuesday. Very worried. Not sure if their buy of Summit Health can give their shares a boost. Have been a poor performer among retailers with decent balance sheets. He needs to hear them speak about theft. Buying stuff there is discouraging because it's under lock and key. It's easier to buy from Amazon.
specialty stores
DON'T BUY
Among the worst Dow performers in Q3 Down 17%. Pays a 6% yield. He expected more from them given the Covid booster shot business. Trades at 6.3x earnings. That tell him they gained little market share during the pandemic unlike CVS. They lack a strategy to compete with Amazon; people buy consumer staples from Amazon instead. Walgreen stores are short of staff, which effects service.
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Have a lot of locations and a lot of real estate, which is always interesting. Dilemma with this company is the prescription business. US military is re-evaluating whether they want to try and lower their costs. This is about 15 million prescriptions. All governments are looking at ways to reduce health costs. With new technologies and new delivery mechanisms, these companies are vulnerable to an erosion of fairly substantial profit component. 3% yield.