Walgreen Boots AllianceWBACOMMENTNov 09, 2016Stock price when the opinion was issued
As of Aug 27, 2025. Market Open.
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.
Today, we are seeing a sensitivity to the healthcare sector as to what the future can be. The stock has gone sideways for quite a long time. A pretty high-quality company, but you do have an increasing piece of these companies that is linked to pharmaceuticals, and what that area is going to look like in the next couple of years. This is a fully valued company. It’s a good business with good prospects, but not necessarily a great value today.