Walgreens Boots Alliance Inc (WBA)

[big-yank]

All excellent points, robb. The one mitigating influence could be, however, that Pessina and KKR need the other 55% purchase to go through and so, for the immediate future, it is in their best (self) interest to see that the early results from the A/B deal are nothing short of stellar. Could make for a rewarding year or two of S/P-enhancing numbers...

Is the Wall Street Casino allegory pertinent, here? I think that the Barclay's analyst would affirm this after her extensive comments on the confusion of apples-to-oranges complications from the muddle of actions undertaken by WAG's acquisitive management team. Then, again, I do enjoy an occasional few hands of blackjack in Vegas, so I will keep an open mind and try and sniff out the opportunities IF Walgreens ever reveals the content of their strategic business plan for betting the farm on Alliance Boots.

I think "zombies" is a little too extreme for my portrayal of Deerfield "suits". I actually think they more remind me of the Goth's in the Capital One advertisements... all they need is a bleating goat at the next shareholder extravaganza at Navy Pier to complete the deal!

GLTA,

Yank