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Friday, September 28, 2012 1:27:37 PM
When I think beyond a Walgreens earning tactic, with a A/B revenue
enhancement, what I see, is Walgreens managers, have failed Strategic planning 101,IMHO.
What I am seeing... is a privately held Corp., Alliance Boots strategic growth planning opporutunity... that may have been lost
if Capital were deployed else-where.
The A/B Chinese investment, must of had other suitors willing to close on this partial sale.
And the newest members of the Walgreens BoD's including a New Board Commander, who surly discussed the opportunity of where A/B earnings could best be used.. for long term capital growth, from the single largest Shareholder viewpoint and Walgreens announcement in growing global markets..
Many Analysts where also confused on Walgreens earnings score card, and the questions asked and answered were unfocused with the exception of Scott M.,
Uncertainty, I believe may come into play shortly, as europe focus on spending cuts and Walgreens plays catchup from the 2012
line in the sand trap.
Now, that you are becoming a Floridian, I hope you don't golf with anyone named CHAD...
Regards,
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