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Re: None

Tuesday, 07/08/2014 2:21:32 PM

Tuesday, July 08, 2014 2:21:32 PM

Post# of 3161
Text book example of losing Control.

Wassin and his management team, miuqueleon, Crawfoot, and Waggin
will go down in the financial textbooks as and example of inattentive and over compensated Wall-street endorsed management teams that lose control.

The most recent Sec.gov 10q filling disclosed the retirement of a long time member of Wassin team and IMHO other Walgreens management are sure to follow.

As a Barclays analysts has reported, large holding investors are
tired of Walgreens managements inability to deal with the past/future Reimbursement issues in the Healthcare landscape,
Pressure to increase profits and increase its market size.
Added into that survey, month after months in declining customer counts for it Retail store offerings.

Having shopped in these stores Walgreens reported basket size is up, Yet what Walgreens did not disclose was that product offerings on clearance at or below cost being sold has increased..
As Walgreens reported profit margins are down, now can you guess why basket size is up?

The pressure for Walgreens to do a inversion is not based on Tax saving alone it is IMO based on Walgreens ability to service the up and coming debt for the AB merger and have the needed funds to grow in the international Rx Wholesale/retail market.

As Alliance Boots chairman is now the largest holder of Walgreens shares and constructed the ABC Rx Wholesale distribution agreement for Walgreens drugs, it should not come as a surprise that he will force a tax inversion sooner rather than later..

Alliance Boots chairman was cristal clear in his vision to become a global supplier of medications when this merger was announced.
As he will be the single largest owner of Walgreens shares after this merger is completed I expect that Walgreens current executive management will be shown the door after the merger.

GLTA in playing the UP and downs..

















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