Opinions Don Lato
Walgreen Boots AllianceWBAPAST TOP PICKJul 15, 2015
Don LatoOwned
$93.95
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.
specialty stores
(A Top Pick August 28/14. Up 57.44%.) Shortly after this was picked, they completed the 2nd half of their merger with Boots Alliance. Great synergies between the 2 companies. It was just announced recently that the CEO of Boots would now be permanently ensconced as CEO of the company. The benefit from Obama care continues. Also, the tailwind of an aging population continues. Multiples are getting a little uncomfortable; it crossed 20X next year’s earnings. Very well positioned for growth. They are already talking about looking elsewhere for another acquisition.