Walgreens Boots Alliance Inc (WBA)

[big-yank]

Milo, there are around 14 analysts that follow WAG... only a few upped EPS estimates when the ESRX dispute was resolved. Nine of them withheld revised guidance until FY12 results were announced. It is my belief that the increases recently updated reflect the elimination of the possible Medco uncertainty and the positive spin put out by Pessina on the combination of Walgreens and Alliance Boots. The fact that WAG frontloaded some portion of the AB acquisition costs in Q4 would tend to corroborate that WAG was grooming the prospects for FY13. JMHO.

Yank