Walgreens Boots Alliance Inc (WBA)

[big-yank]

I read the Adam Fein link, earlier; very interesting.

The whole "wholesaling" direction is interesting, IF it plays out as a defined strategy that Walgreens announces... if it EVER chooses to divulge its business plan for spending some 10% of total revenue for 45% of the A/B acquisition. However, I must once again note that prior M&A that included clinics, home infusion, Drugstore.com and Duane Reade has NEVER been properly been directionally or strategically explained, let alone been accounted for to shareholders that footed the bill with shareholder's equity to fund these adventures.

"Worry, worry, worry..."

Yup, I am worried that this Alliance Boots deal is just another smokescreen to obscure horrific comps in a mire of obfuscation. I think there are interesting possibilities, here, but Investor Relations 101 calls for a detailed strategic explanation and, as of yet, I must have missed the PR... or Deerfield chose to "screw the kitty" one more time.

Regards,

Yank