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Well you 2 had time to review the CC.
Lets hear your view???
GLTA!!
Carl Icahn we need Your HELP!
Activist shareholders get results from management teams that sucks out revenue while they sit in there offices living off our money.
I have invested my cash for over 4 years in this company and have seen no progress in putting this product into the market.
Dsco has a product but little movement for this innovate product into the market.
It's time we Investors deliver this message to Dsco's management team through Social messages and Investment boards..
GLTA!!
Clear signs $60..00 next price
Rotation out of large P/E Blue chump companies are the key to Citi's capturing more investors who will increase this price.
GLTA!!
Walgreens 2Q Numbers are out..
"Walgreens also announced today that as part of its efforts to OPTiMiZe the company's asset base, it plans to close 76 drugstores during the second half of fiscal 2014".
Now, has Walgreens EVER announced Closing a drug store under the guise of optimizing its cash flow??
...
Would any of you investors like to discuss these numbers?
Here is the link:
http://online.wsj.com/article/PR-CO-20140325-905111.html
GLTA!!
Prudent & Big Yank will you be listening to tomorrows conference
call with Walgreens?
I will, so will you be available online as the Wallstreet Analysts ask their Questions?
GLTA!!
MY price for GE by June, 2014 36.00 a share
GLTA!!
LOL.
Come on, you have big made money on this stock, I made a $1.80 pr. share and sold.
So pay your tax, and buyin when this company has a plan.
You Know Trees don't grow to the Sky, and tulip blub sales pitches by Market Makers only work on the uninformed.
The price here is overvalued and had you engaged in a meaning full discussion I would have bought back in close to your price.
You know, never fall in Love with a stock unless you own a majority of the shares.
I'll wait to a see a price pulse on Walgreens with a directional announcement and a change in the KFC/MCD management announced by the Alliance Boots Folks, my Faith in Walgreens management that does not play by the rules is dead..
GLTA!!
Dead cat bounce Tommorrow:
The ABC Deal has not been digested by the High Speed trading folks
...Yet.
Wall-street will first announce the ABC/Profarma JV will be good for the AB/Walgreens/ABC purchasing agreement, Yet this ABC/Profarma Joint venture in Rx purchasing is leaving Walgreens and AB out of expanding Retail or Wholesale drugs sales into Brazil's market.
AB/Walgreens entering into this market could be viewed as direct competition with Amerisourcebergens business interests.
And perhaps lead to a cancelling of all ABC stock Warrents issued to Alliance Boots /Walgreens.
Walgreens as I noted before dismantled its Rx warehouse operations and signed a exclusive 10 year supply contract worth 400 billion(WSJ) with ABC.
Soooooo, who left the barn door open?
GLTA!!!
ABC steps over Walgreens/AB Global expansion plans:
http://www.marketwatch.com/story/amerisourcebergen-acquires-minority-interest-in-profarma-distribuidora-de-produtos-farmac%C3%AAuticos-sa-2014-03-24?reflink=MW_news_stmp
Is ABC stock buyback plans off the table?? as they announced today they are investing into one of the largest countries in South America.
Walgreens/AB gave a 10 year exclusive Rx warehousing contract to ABC for all of Walgreens locations including a optional Rx purchasing agreement in the Joint venture WBad in Switzerland.
Make one think is this WBad venture as profitable as projected??
ABC can cancel its Stock Warrents sold to Walgreens/AB should they fail to honor the Wbad Rx agreement or it fails in it goals of lowing Rx costs..
This is just another example in the long list of mistakes in Corporate risk assessment & planning!!
Walgreens and A/B had announced 2 years ago they wanted to expand into the South American.
So it now appears Amerisourcebergan is entering this market first without Walgreens or Alliance Boots.
GLTA!
Bar set low for Walgreens earnings next Week.
http://news.investors.com/032214-694183-walgreen-projected-to-report-lower-q2-earnings.htm?ven=yahoocp&src=aurlled&ven=yahoo
Walgreens pr. share earnings are again set to fall by analysts estimates from last year, as Walgreens will announce another overall rise in earning, as estimated by 20 Wall-street analysts.
Customer Traffic has been on a downward trend, yet Walgreens announced over 80 million registered card carrying customers...
Something seems wrong with Walgreens statement, if card carrying customers increased, how is it customer traffic is Down??
The Forward PE multiple is 24x FE14 estimates, stated one analysts who questions the quality of Walgreens earnings.
Something I have been saying for sometime, Engineering the Financial reports is not beyond this group past activities..
Cantor Fitzgerald set the price target at $50.00
And the Stock sold off on Friday with the next downward support level set at $60.43
breaking these 3 lower support levels will bring Walgreens down to a estimated selling price of $49.43 as Valued by this analyst..
So my question again is, Are these Hedge funds Waiting for a higher selling price??
Or are they Qualitative investors taking the over valuation in Walgreens SP off the table.
GLTA!!
What is a Major Form T action?
Is that a Technicial action, Trading action, price trading action,
or trading tide that is taking profit's of something else?
What happened today in after hour trades, millions came off the table in Walgreens Valuation today?
S/P float will take a hit IMO on Tranch 2 accelerated or not.. with additional shares being issued to AB by Walgreens Co..
\Also remember the lockup in shares issued will be available to trade.
I still am seeing underlining issues in reported earnings as uncovered by others, and questioned by analysts in modeling Walgreens projected earnings with this new exchange rate shading that took Nike's pricing down.
Rad took a hit as well today, but at its current SP I will hold my small investment a little longer.
As I said, Walgreens Corner business model is to expensive when 65% of its revenue comes from Rx's and the remainder comes from a limited food selection and a Woolworths merchandise selection, with a Corporate overhead of a BP.
Until Walgreens makes some serious Managements Cuts/changes like Alliance Boots did, This is not likely to go anywhere with the competition for this Rx commodity biting on its neck.
As least we still agree on the future of energy supply/consumption.
GLTA!!
Walgreens Selling Price Dropping>
Dividend.com is running this story, full valuation on Walgreens seen and adjustment in Selling price.. readjusted to $50.00 a share as announced by Cantor.
I've done a little more DD on this overpriced Hubris miscreant management team, and looked into Walgreens carried asset's for its transportation Fleet.
It seems Walgreens investors owns very little of their Tractors and trailers moving merchandise into Walgreens 8,000 locations, yet they have a fleet of cars of around 2,000 being paid for by its Stock holders...
Yep.. Walgreens restocks it merchandise with a feet of Cars!! LOL
When questioned about how the staff reductions may affect Walgreens fleet, Michael Polzin, Walgreens Corporate Communications told Automotive Fleet, "While some corporate management in our transportation area will be eligible for the voluntary rewiring program, it won't have an impact on our fleet."
B/y you should look into the SG&A of this investment again and recall this is the same management team that brought Walgreens Share price down to $28.00 a share.
GLTA!!
Breaking News:
Walgreens downgraded to Sell from Hold at Cantor
Cantor Fitzgerald downgraded Walgreens to Sell citing valuation and earnings quality concerns. The firm has a $50 price target for shares.
Gee, someone is finally doing some DD.
GLTA!!
Prescription Drugs left unattended???
I see you revised the facts that where published over 2 months ago,and posted on the internet.
The CTw report included online pictures of Prescription Drugs left unattended as well as Scripts and patient Medication records left in the open public area's as the licensed pharmacist was engaged selling suppository's or jumping around counters.
Now a Federal agency is checking into this.
These offenders just don't Learn..
The point of this report shows just how negligent Walgreens management is in the Control of Prescription Drugs and healthcare laws
As we all Know!!!
Should a fine be imposed.. Walgreen will deny their knowledge of these events as history has shown and pay with Stockholders funds again, as they easily do with no accountability.
This Company really needs to clean up its operational managements accountability and spending of investors money before they become they next Woolworths..
Will Walgreens break the next support level on the Downside??
GLTA!!
Ricky Goldwasser meets with Alliance Boots executives.
The idea of re-domiciling to Europe seems to be a source of internal debate for (Walgreen) and (Alliance Boots),” wrote New York-based Morgan Stanley analyst Ricky Goldwasser.
March 3th this analysts report was released, and looking at Walgreens Chicanery over several years, this becomes a important question.
The United States income tax savings by this Happy and Healthy bunch's move, added into Walgreens off balance sheet Tauschang in accounting Rules for its NNN store leases brings valid Questions as to Valgreens selling Price for all of these large M&A investments..
But to some this is of no importance.
Viel Glück!
Another Small Detail:
I brought this up last year and here is a look with numbers.
http://seekingalpha.com/article/2096003-off-balance-sheet-items-are-moving-back-on-these-pharmacies-better-be-ready?source=yahoo
I hope you get your split soon.
GLTA!!
CVs was a Vertical merger in a US corporation, and How many years(5+) did it take for CVS to find its balance for earnings growth?
Esrx was a horizontal merger as well as Catamaran.
This was only for a US based earnings company.
But.. lets.. overlook these small Details.
.
Wassin and his Wag Crew have spent billions with more to come from Walgreens Investors Cash.. moving into Foreign Markets... Markets these Yahoo's have no experience in.
Your Cowboy(Wassin)with his 3 buckets.. is in Over his head and don't be surprised if A/B projected earnings don't meet Walgreens CFO projections..
Oh, yes, I think Walgreens CFO the guy with the DUI, already wispered this in his last CC.. that A/B earnings projected were off.
GLTA!!
Revenues Up bases on Acquisitions:
That is the Facts>>>
GLTA!!
Sorry to Rattle Wall-streets investment advice B/y:
I'm more skeptical as Wall-street with there Corporation Leakers padded projected earnings/valuations,, who are currently are being exposed and fined for the wrong doing they have done to the investing Public.. by Creating Valuation Bubbles ..
Walgreens if they are this Pharmacy rock star that you express
has not even crossed over the Boarder into Canada, Mexico, or the Bahamas..
YEA..Yea Yea .. Save the explanation..
at least Wal-Marts team has enter foreign Markets without a Major MULTI-Billion dollar buy-out Investment..
CVS could make a Billion dollar Buyout of a Major Foreign Drug store also.. but they have not moved into this direction..
So what is the good news??? Customer Traffic is down?, Oh, pharmacy Drug sales are up.. based on What?? file Buys and M&A's..
Revenues are Up ..Based on the Equity accounting investment in Alliance Boots?
Please ..Save the Financial engineering P/R releases..
I sometimes shop in Walgreens and All I see is younger and Less experienced staff to help you, long lines of shoppers making small purchases and higher prices on non sale items with lines and customer issues at the pharmacy counter..
And this is the Investment that is worth 90 dollars a share with a Billion shares of Walgreens stock out-standing, paying less than 3% in dividends....
Thanks, but I'll wait until this comes down to a realistic price..
Perhaps you could explain the 90 dollar valuation to me..
GLTA!!!
Big.Yank is this a Casino or What??
http://finance.yahoo.com/news/credit-suisses-german-offices-searched-135713587.html
This goes to show us.. the Main St. investors, that hundreds of millions in bundled investor money can be used to manipulate the market S/P on any company
by the Market Makers.
Just as a former Deloitte executive working with Walgreens, had inside Knowledge of Walgreens M&A activities, He then took advantage of Walgreens stock selling pricing.. these market makers have access to some of this same information, and release reports favorably for or against as they sell or buy a stock..
Return on lended assets is the Issue here.. and there are better returns out there than this Company is offering, Walgreens, who each Quarter reports a loss in its customer base..
Walgreens Valuation is all about the synergy in saving from this M&A and now about Tax avoidance.
Yet in England/Europe all the Buzz is about another round of Rx payment reductions in Rx..
And Obama Care enrollment is reported as a Failure here in the U.S.
So now my view is revenue margins in Rx are going to shrink, and Administrative costs(SG&A) in the large CDS need to be cut..
And Walgreens has not taken a position faced with that news.
GLTA!!!
Yea.. Right!!!
And GE is Responsible for Layoff and new Hires at this plant also,
GE built a Plant(product) that plant worked fine until a tsunami took it out.
That is the insures responsibility and the Country(Japan) that are in charge of monitoring this ..not GE
GE did not own this plant!!! They HAD NO ACCESS TO FUNDS TO DO MAINTANCE, Upgrades, or any other pumping issue..
Yea, GE will settle and make more money in bringing this plant into compliance than any settlement.
Get over it!!!
GLTA!!!
Attention Peeps:
Who makes money in a Conflict???
Yea,,, there is a Geo-political conflict going on in Ukraine ..Russia against the U.S./European Union,
And the Global Bankers make money
History is there to look at in your decision..
GLTA!!
The Reactors failure reason
GE is not responsible for where a reactor is placed or the security after its placement.
I'm sure they took this into account when the installed this reactor.
A analogy would be that you purchased a car and decided to store it on a Ocean barge with no pumps and then the barge sinks..
So you now want the manufacture to be liable????
LOL.
Todays Option Pricing Battle:
Walgreens option contracts in Puts and Calls for March 14th pricing ends today.
Daily Share Volume on Walgreens has been some what Lack luster, except the After market Buy and Sell action.
and todays Pre market pricing was up on 3,200 shares traded.
We also know some very large Hedge Funds have taken positions in Walgreens... are they betting Walgreen will close above 67.50 or below.
Afternoon trading will either sell off or see a price increase above 67.50.
As the market is down again today, its anyone guess..
Does anyone care to speculate????
GLTA!!
Hi Prudent:
Thanks for being tolerant of my Geo-political posts to this board.
This might interest you.
U.S. stocks dropped on Thursday on rising tension in Ukraine,
Like these where not there last week. LOL
http://finance.yahoo.com/news/futures-higher-initial-claims-retail-114419439.html
What small bits of information that we main street investors gleam from global events or Regional events, these shape the market, This information we share is nothing compared to the Market Makers information that there sniffers compile.
They know what Banks, Investment Houses, Funds, Insurance Co etc. have risky financial positions, Bonds, Loans, Investments, regionally & Globally.
As b/y pointed to the gold market there are other events that will occur over this Invasion.
By next week the market has a reason to raise car gas prices..
There currently is a Run on the Banks Going on in Ukraine.
Also Ukraine's Gold reserves was flown into the US on Monday.
So having discussed this early in the week gave a heads up, as to what reason the Market Makers were going to use taking cash out of the Casino.
American Cowboys in boots wearing Lederhosen and blowing Alphorns with the Von Trapp family singing "Down on the Corner". : LOL LOL that big yank is funny..
GLTA!!
Swiss Alphorns welcoming Walgreens;
. There will be no changes to the Galenica Group shareholder structure as a result of the strategic partnership between Alliance Boots and Walgreens.
I do recall you having mentioned this Company as not being part of the Walgreens M&A..
Seeing as Galenica owns that largest chain of Drug stores in Switzerland and is still owned by AB and KKR, Walgreens might as well move its Corporate HQ executives to Siberia.
Here is a the latest inside the Pharmacy wars:
Why Goldman Sachs Likes Rite Aid Even More Now.
http://finance.yahoo.com/news/why-goldman-sachs-likes-rite-195303327.html
Cowboys with Alphorns.. LOL
GLTA!!
Correction:
Walgreens EVP/WBAD leader took a Board Directors position with a Delaware Incorporated company based out of Mass.
I think he clinched the position wearing his Lederhosen. LOL
$90.00 dollar a share you Say, well you might be right, I look at this markets Valuations of FB, Amz,and Twtr and will never figure out how earnings will meet revenue.. except using the greater fool theory.
Yep, I'm seeing it all now.. the Corner of Happy and Healthy RIGHT THERE IN SWITZERLAND, American Walgreens pharmacists and employees dressed in their lederhosen signing to the sound of Music.. As there Corporate leaders build earnings on Tax Loopholes.. LOL
This corner retail store with soon to be 1+ Billion shares out standing and a never ending increasing Dividend payout.
Next stop. for Walgreens a Happy and Healthy build out in Macau!!
I'm sure they would enjoy 3 card-monte, Or the 3 buckets for growth
I forgot to Add U.S. EBT payments going overseas:
Throw in State and local gov't employees also:
On the back of an envelope calculation.. how many billions of U.S. dollars is that anyway.. LOL
Seeing that Walgreens March options are due to expire, it was a very interesting upgrade UBS announced today, when Walgreens SP was falling.
UBS... They were involved in the Libor scandal..so a stock upgrade is no big deal to these miscreants...
Canada is a possibility, as a Walgreens EVP/ WBAD just took a board seat on a Pharma. Company there, A company who is in development stage and has no products on the market yet.
What a DEAL!!!
Don't these Walgreens Executives have enough work to do with their own company??? obviously not!!
Do U think this M&A is beginning to look like a reverse merger..????
Well I'm sure CVS, Rad and Wal-Mart would have a feast on Walgreens flesh with Taxpaying Rx customers when this occurs.
What % of the Rx market did Walgreens have???
An off topic Question, would Walgreens need to list its stock on a European exchange, if you know??
Anyway, good luck.
So Joe Cahill was right!!
Walgreens UBS upgraded price is based on the tax loop hole of Inversion.
"the so-called inversion loophole under which U.S. companies can merge with smaller foreign firms and re-incorporate the combined company in a more tax-friendly country".
Gee, I thought that was already done with the WBAD JV, now Walgreens will be moving the Whole Corporation to Switzerland.
So the synergies of the AB/ Walgreens merger now only works when they reincorporate in another country??
Just think of all of those US tax dollar from Medicare and Medicaid now going to Switzerland, sounds like a plan.
Will Lederhosen soon to be available at Walgreens to..LOL
Bye, Bye, Chicago........
Hello Switzerland..
GLTA!!!
Boot off topic:
For those interested this off topic is about Alliance boots, you know the 6.7 billion dollar Walgreens investment..
http://www.chemistanddruggist.co.uk/news-content/-/article_display_list/17521950/boots-to-pilot-automated-dispensing-hub
Your Welcome.
I must reply to Prudent's comment:
Off topic:
So in your view the ESRX impasse would be.. off topic,
How about the DEA issue that would be.. off topic.
Walgreens Executive is transferred to Alliance Boots. off topic.
Alliance boots transfers former CEO to Walgreens.. off topic
Wbad AB Wag form a joint venture.. off topic.
Walgreens M&A 45% in Alliance Boots and buyout agreement announced. off topic.
Walgreens closes Rx Wholesale Distribution centers and Contracts with ABC. off topic.
Under your view none of these issues "focuses on Walgreens being a company and investment"!
How about this unlikely Example:3/15/2014 Commercial interest rates jump to 15%, under your view this event would be off topic.
I'm sorry, but external and geo-political events can and do shape the market of Equities....
Here is my source:
http://www.globalbankingandfinance.com/geopolitical-events-shape-world-markets/
GLTA!!
b/y The topic is Walgreens RT!
Well that includes Walgreens Buy-out agreement to purchase AB, AB Valuation and any liabilities or exposure AB has in Euro-land.
What is going on in Ukraine/Russia, is impacting the Markets globally, as you mentioned the S/P of Wheat and Gold, just look at the markets decline over the last few days..
Do you not think the Investment Houses, are not Calculating this event into The globally exposed markets, selling price??
Ukraine bonds are about to Default to its Counter parties and some of them are European, why else do U think IMF and the U.S. are giving the Money to Ukraine now.
2weeks ago Ukraine was not even a whisper in the news, yet.. this debt existed and Russia was going to finance it, the markets were calm.
Event's went out of Control, and now Military forces are Flexing their Muscles.. all euro exposed Valuations are on the
Market Makers Radar including Alliance Boots.
I'm taking a hit with many investments also, but I don't have to come up with billions of dollars to finance a merger..
Who knows what commitments Walgreens made to its financers as to Walgreens Market price under there agreements.
Sorry, if you want to shut off the news of these events in Europe but they exist and are not going away any time soon..
Geez b/y would you buy a MCD franchise in Ukraine now??
GLTA!!
Alliance Boots HQ Switzerland;
The Ukraine issue is heating up.
Switzerland has taken a position on the
crisis
Alliance Boots a partner with Walgreens AB Head-Quarters are based in Bern Switzerland.. rumor has it(Joe Cahill) reported Walgreens may me relocating there also..
http://voiceofrussia.com/news/2014_03_11/Switzerland-not-to-use-visa-restrictions-against-Russia-over-Ukraine-crisis-7387/
Now, the Europeans who are in Agreement on Russia's illegal actions against Ukraine will not like Switzerland's position.
Could Swiss based Companies see a back lash over this???
GLTA!!!
Money flowing into the US, safe haven
Banks in the US will do well as ukraine An surrounding state are very concerned
Expect a upswing .
Putin now controls Crimea:
Reports are coming in
Land mines planted by Russia around this area..of Ukraine
Walgreens AB is trading as no exposure exiists as to an impact in higher fuel costs.
March options are-favored for a higher price, yet expiration are on the14th, Risk adjusted valuation of European energy risk is not in the market makers equation..
Expect stock adjustments
by friday.
Military build up:
Ukraine is under the grip of russia
Europe is on alert and military equipment needs replacement parts.
Ge buy now
Military build up:
Ukraine is under the grip of russia
Europe is on alert and military equipment needs replacement parts.
Ge buy now
Economic Warfare is beginning;
http://www.gmanetwork.com/news/story/351970/economy/business/eu-deals-blow-to-two-big-russian-gas-pipeline-projects.
http://nosi.org/2014/03/11/us-navy-an-american-flattop-is-just-500-miles-from-crimea/?utm_source=dlvr.it&utm_medium=twitter
http://www.microsofttranslator.com/BV.aspx?ref=IE8Activity&a=http%3A%2F%2Fwww.pravda.com.ua%2Fnews%2F2014%2F03%2F10%2F7018319%2F
I would think that a run on the Banks will be next in the Ukraine and Funds held in Russia...
Oil and gas prices will increase ..
And B/Y advice on gold looks good.
As for Walgreens partner Alliance Boots in Europe This is not good news.
Update on Ukraine Crisis:
Funs over,
As I found this post it does have an effect on the Market
This is not from the WSJ or NY times this not a source one would trust, Iran, but it does sounds reasonable, also they do business with Russia
On Monday, Press TV reported “Moscow is preparing a bill that would freeze the assets of European and American companies operating in Russia in response to potential Western sanctions against Russia over the crisis in Ukraine’s Republic of Crimea.”
A large number of corporations would be impacted by the measure, including but hardly limited to PepsiCo, Coca-Cola, General Motors, Ford, Caterpillar, IBM, Microsoft, Procter & Gamble, ExxonMobil, Chevorn, Boeing, ConocoPhillips, and many others doing business in Russia.
Alliance Boots does business in Russia so this is revelant.