Opinions David Driscoll
Walgreen Boots AllianceWBACOMMENTJan 15, 2016
$79.93
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
Prefers Amerisourcebergen (ABC-N) which has a joint venture partnership with Walgreen. Instead of having the brick-and-mortar, he has the distributor. Has no problem with Walgreens as an entity. People need to depend on their pharmacist, so this company, having thousands of stores in the US, makes it a good entry level for anybody who wants to have a consumer or quasi-health care stock, without the litigation risks behind it.