Opinions David Burrows
Walgreen Boots AllianceWBAPAST TOP PICKApr 02, 2014
$66.35
Stock price when the opinion was issued
$12.05
As of Aug 27, 2025. Market Open.
specialty stores
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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.
specialty stores
(A Top Pick April 9/13. Up 40.43%.) When he invests, he always looks for some kind of catalyst that takes a good company to a better company to get a multiple expansion. About a year ago, this company made a bunch of acquisitions with the premise that they could squeeze a lot of costs out and consolidate the stores. A few months ago, he reduced his consumer weight to move more towards industrials, which is the next stage of the recovery. This continues to be a good play but he wants a little more focus on industrial as opposed to consumer today.