Walgreens Boots Alliance Inc (WBA)

[Robbay]

1) step, stabilize earning, with a Clear Valuation of
assets.

2)step, unwind earnings from each divisions and remove obstacles.

3) step, is to rewire administrative/executive SG&A costs.

As for an all stock deal, this would require the board and shareholder approval with a bidding process.
And we both know how expensive that can become when the barbarians
are at the gate.

Uncertainty in Europe, some are now saying China and the US will create a reduced earnings out-look for Wag, with A/B and KKR having 4 Billion in cash. Well, how much leverage would you estimate...

Pessina picked-up Wag at $31+ ...then closed on the China deal,
with Walgreens and private equities money.
The silver fox and KKR still control A/B and what does Walgreens
control in this private company???, it was repeated several times in the conference call.

It appears Walgreens buckets have quite a few holes.