Walgreens Boots Alliance Inc (WBA)

[big-yank]

The only CHAD I have any interest in is Children's Hospital at Dartmouth, I'll have you know... LOL.

I think that the question of future asset deployment is pivotal to the forward interests of long investors, here. I am not saying that there is a problem... nor am I saying there isn't. What I have been saying for some time is that there is a serious question of appropriateness of two board members with possibly conflicting or misaligned interests nonetheless representing all shareholders in the way future M&A spending is directed.

I have never been possessed by "the glass is half empty" negativity as an operating precept, but... something appears a little awry here and my warning beeper has been sounding the silent alarm for awhile, now. I want to see some concrete and detailed strategy statement regarding business plan before making another commitment to WAG shares since a lot of gamesmanship is the legacy of Wasson and Miquelon, IMHO. There was NEVER a followup strategic commentary or posting of results of major WAG acquisitions made in home infusion, clinics, DSCM or Duane Reade. This is looking a lot like a Best Buy redux where management bleats "Trust Us" and the results tell an opposing tale of the tape.

GLTA,

Yank