Walgreens Boots Alliance Inc (WBA)

[Zboricua]

I just read an article that Walgreens may go private. How will this affect stockholders if it does....ty

[bar1080]

Most of my 18 stocks are doing great. Several are at all time highs right now along with the S&P. Not WBA.

[Prudent Capitalist]

WBA had a fine quarter. As pointed out by a number of commentators and analysts, the notion that Amazon was going to seriously wound WBA's prescription business did not come to pass. In fact, as detailed in WBA's Annual Report (10-K) just out, the pharmacy and prescription side of WBA's business increased relative to non-pharmacy, both in the US and Internationally. The market apparently recognizes this, and I expect WBA shares to trend higher coming out of this report.

[bar1080]

CVS stock has beaten WBA over just about any timeframe in the past 12 months. For example, CVS up 14% vs WBA -2.0% over past three months. Once again WBA is the worst performing stock I own out of 18 stocks.

Current yield: CVS 3.08%. WBA 3.36%

[Prudent Capitalist]

WBA is doing just fine. Market placed too much fear on what AMZN was going to do to CVS and WBA, just like when the market placed too much fear on what WMT and Sams Club would do to WBA and CVS years ago. That is when I was able to acquire my initial position here on the cheap after these shares dived. have automatically reinvested al dividends since.

Just anecdotal evidence, but the last 2 times I was at our local Walgreens store, the pharmacy was swamped, and there was a lot of traffic out in the store. I waited 20 minutes in the drive through prescription pick up lane one evening. Don't know what the problem was but went back the next day to pick up some things and the line for flu shots was 6-7 but they were processing them fast. I think some of the issues in the pharmacy are due to the overall corporate cost cutting measures and they have reduced the pharmacy staff in a lot of stores down to bare bones. Those folks work like mad to process all the prescriptions.

[whytestocks]

Article: $WBA NxGen Brands (OTCMKTS: NXGB) CBD Pet Care Products with JohnnyO

NXGen Brands (OTCMKTS: NXGB) announced on August 27th, 2019 that they have a new public figure as their ambassador for CBD pet products, “Jon...

Got this from WBA - NxGen Brands (OTCMKTS: NXGB) CBD Pet Care Products with JohnnyO

[Prudent Capitalist]

+2% here today in an overall down market. Nice to see the recent strong share price appreciation as WBA shares continue to recover from the recent downturn. Every time I am in one of our local Walgreens there are lines at the pharmacy and lines at the registers. IMO, the notion that brick and mortar retail pharmacies are on their way out is nonsense. But the fear has given everyone a great entry point or new opportunity to add significantly to existing positions in these very undervalued shares.

[OldAIMGuy]

I think WBA has more patients than I have patience. I hope the two will get in sync eventually!

[Prudent Capitalist]

Congrats! that will be a very profitable move in time.

[OldAIMGuy]

I managed to add 12% more shares to my position yesterday at $49.28.

[Prudent Capitalist]

This is a natural result of working through the RAD store acquisitions and other acquisitions, as WBA assesses the appropriate store coverage geographically in certain cities and areas. I was down in New Orleans last year, and was struck by the fact that in the core area of downtown as it transitioned into the French Quarter, there literally were 4-5 Walgreens in a very compact area, including 2 right across Canal St. from each other in a 2-block area, with another just a block off Canal St. into the French quarter, within 2 blocks of the other 2. I am sure WBA is just right sizing the store square footage in some areas and markets in terms of which stores will stay open to cover specific geographic areas more efficiently.

[OldAIMGuy]

-200 stores..............

I'm not certain this is "new" news, but WBA plans on closing 200 stores.
https://www.cnbc.com/2019/08/06/walgreens-to-close-200-stores-in-us.html

[Prudent Capitalist]

Dividend Aristocrat status: There is a reason why WBA has long been considered a "Dividend Aristocrat"

[leftovers]

Impressive!

Walgreen's 10-year div history

[bar1080]

Walgreen's 10-year div history

July xx, 2019 0.4575 Dividend
May 17, 2019 0.44 Dividend
Feb 14, 2019 0.44 Dividend
Nov 08, 2018 0.44 Dividend
Aug 17, 2018 0.44 Dividend
May 17, 2018 0.4 Dividend
Feb 14, 2018 0.4 Dividend
Nov 10, 2017 0.4 Dividend
Aug 16, 2017 0.4 Dividend
May 16, 2017 0.375 Dividend
Feb 13, 2017 0.375 Dividend
Nov 15, 2016 0.375 Dividend
Aug 17, 2016 0.375 Dividend
May 16, 2016 0.36 Dividend
Feb 16, 2016 0.36 Dividend
Nov 12, 2015 0.36 Dividend
Aug 17, 2015 0.36 Dividend
May 19, 2015 0.3375 Dividend
Feb 13, 2015 0.3375 Dividend
Nov 13, 2014 0.3375 Dividend
Aug 19, 2014 0.3375 Dividend
May 19, 2014 0.315 Dividend
Feb 14, 2014 0.315 Dividend
Feb 13, 2014 0.315 Dividend
Nov 14, 2013 0.315 Dividend
Aug 16, 2013 0.315 Dividend
May 17, 2013 0.275 Dividend
Feb 13, 2013 0.275 Dividend
Nov 07, 2012 0.275 Dividend
Aug 15, 2012 0.275 Dividend
May 17, 2012 0.225 Dividend
Feb 15, 2012 0.225 Dividend
Nov 09, 2011 0.225 Dividend
Aug 17, 2011 0.225 Dividend
May 18, 2011 0.175 Dividend
Feb 16, 2011 0.175 Dividend
Nov 10, 2010 0.175 Dividend
Aug 17, 2010 0.175 Dividend
May 18, 2010 0.1375 Dividend
Feb 16, 2010 0.1375 Dividend
Nov 12, 2009 0.1375 Dividend
Aug 19, 2009 0.1375 Dividend
May 19, 2009 0.1125 Dividend
Feb 13, 2009 0.1125 Dividend

[leftovers]

Walgreens Boots (NASDAQ:WBA) declares $0.4575/share quarterly dividend, 4% increase from prior dividend of $0.44.
Forward yield 3.29%
Payable Sept. 12; for shareholders of record Aug. 20; ex-div Aug. 19.

[TFMG]

LONG
$WBA WALGREENS HAS FOUND A BOTTOM, UPSIDE REVERSAL TRADE

2019 HAS NOT BEEN KIND TO WBA INVESTORS, IT HAS WON THE WORST DOW STOCK AWARD , WITH A 22% DECLINE AND HAS RECENTLY REACHED 5 YEAR LOW. CURRENTLY TRADING AT A VERY REASONABLE P/E RATIO IT HAS STARTED TO FIND A BOTTOM AND HAVING RECENTLY RECLAIMED THE 200MA IT IS GATHERING THE INTEREST OF INVESTORS AGAIN.

[leftovers]

LOL OldAIMGuy nothing to watch WBA is headed to over 100 dollars Soon just a matter of time!

Sit back fire up that Ford Roadster and enjoy the ride!


----the Happy Trader

[OldAIMGuy]

Hi PC, Re: WBA undervalued...............

Did anyone find the Short position on WBA. I'd assumed it was pretty large
considering the big volume moves to the downside in the last 12 months. The
stock has been under "distribution" since the start of March. Here's what I found:
https://www.nasdaq.com/symbol/wba/short-interest

With a P/E of ~10 and a price/book value of around 2 it doesn't seem
excessively priced. The 3% yield doesn't hurt either considering the FED
potential downside move on interest rates.

I'm watching volume and Accumulation/Distribution closely as a pulse for
WBA right now.

[Prudent Capitalist]

WBA shares have been way oversold to the point that it was considerably undervalued, and the solid earnings report which was better than Wall Street expected provides evidence of that. Should be better going forward.

[leftovers]

Loving it!

Very solid and positive quarter and Q out this am. for WBA.

WBA knows what it is doing!

[Prudent Capitalist]

Very solid and positive quarter and Q out this am. for WBA.

[leftovers]

WBA is seeing a little love this AM! LOL Just as long as it closes on the 28th above 52.50 so my trading shares get assigned and I can move on to my next dividend capture victum I'll be happy!

Time of ownership 3 weeks caught the dividend and sold three weekly covered calls for a net of 1.75 per share.

As a side note WBA has been in the family for 40 years went through many splits and made a huge amount of wealth that was passed down!

The day it breaks One hundred will arrive sooner than you think!

That wouldn't bother me quite as much if WBA shares were hanging above $100. LOLOL!

---the Happy trader

[OldAIMGuy]

It's up a bit from the May lows, but it seems like drug stores are everyone's favorite to hate these days.

Accumulation/Distribution continues to show distribution right now.

[bar1080]

Continues as the worst performing stock I own. WBA is due for a dividend increase based on history. Hit or miss? We'll soon learn.

Personally I find "drugstores" terribly annoying to shop with their indecipherable pricing, discount card gimmicks and brand/generic versions of everything. Exhausting to find anything among that clutter.

That wouldn't bother me quite as much if WBA shares were hanging above $100. LOLOL!

[Prudent Capitalist]

Nice upward surge in WBA's share price here today.

[leftovers]

they both follow each other that's for sure. It's turned into a dude for now.

Time will pass it will shine again!

[OldAIMGuy]

I've spent a lot of time wondering what has been wrong with WBA and why it can't seem to get any sponsorship from investors. A thought occurred to me to check CVS to see how it is faring, too. Here's a one year comparison of the two stocks:

This makes me think it's a "sector" problem rather than a "company" problem.

[wsstocks]

FDA Under Pressure, New CBD Rules to be Announced on Friday

View article here

[Porter Laker]

You may be correct on paper, but if you attend an annual WBA meeting you will see that 95% of the leaders on stage are from Europe. The culture and the vision are definitely from Boots. The old Walgreens is gone.

[wagner]

Bottom building....take really time here ;((

[Stock_Barber]

Boots DID NOT take over control of Walgreens...

Walgreens bought Boots!

Walgreens purchased 45% of Boots in August 2012 and the remaining 55% of Boots in December of 2014.

A little DD goes a long way!

[wagner]

We will see in 2-3 months

[Porter Laker]

A company that "CANNOT" be trusted since Boots took over control of Walgreens. Don't be surprised if it goes below the 40's. Major issues within the organization.

[wagner]

600.000 last minute ...

[wagner]

https://fintel.io/so/us/wba
Bottom should be in .....40ssss makes no sense to the figures

[OldAIMGuy]

Thanks. Consistency is a great feature for an investment.

[leftovers]

Walgreens Boots Alliance, Inc. (Nasdaq: WBA) today announced that its board of directors has declared a regular quarterly dividend of 44 cents per share, unchanged from the previous quarter and an increase of 10 percent over the year-ago quarter. The dividend is payable June 12, 2019 to stockholders of record as of May 20, 2019.

Walgreens Boots Alliance and its predecessor company, Walgreen Co., have paid a dividend in 346 straight quarters (more than 86 years) and have raised the dividend for 43 consecutive years.

[wagner]

Again 400k. !

[OldAIMGuy]

More repeat of the late day volume spikes..................

[wagner]

Last 3 weeks high volume afterhours.....

[Stock_Barber]

Smart money...

[wagner]

55 big money playing

[leftovers]

on the prowl!

54 and,,....

[wagner]

54 and,,....

[wagner]

Chart
Confirmed the bottom was in
Congratulations to the cheap buyers

[wagner]

Testing testing testing......horrible...patience
Longway run

[rockhunter]

Thought cover was at 55... spoke too soon . Good divy though.

[OldAIMGuy]

Value Line maintains their 3-5 year target range at $100 to $130 in their 03/15/2019 report. That would be annualized total return of 14% to 22% depending upon the time and final number.
I believe CS's ranking is much shorter term in forecast. Right now $70 would make a lot of current shareholders happy.

[Prudent Capitalist]

Credit Suisse maintains Outperform rating on WBA shares, but lowers price target to $70.