Opinions David Burrows
Walgreen Boots AllianceWBATOP PICKApr 09, 2013
David BurrowsOwned
$48.31
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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His focus is on companies that are good and getting better. This company bought 50% of Boots so they are going to grow their cash flow from $3 billion to $6 billion annually by 2016. Have grown their dividend 24% a year over the last 5 years. Believes you should get 15%-20% dividend growth going forward. Dividend yield of 2.29%. There is an additional 30 million people that will become customers as the Obama healthcare plan goes in.