Walgreens Boots Alliance Inc (WBA)

[Robbsbeach]

Milo my friend:

If I owned the underlining shares I would be investing right with you..
Feb. 7th the DEA hearing on Walgreens is set, as to legal problems with the DEA about a narcotics hearing...it will be a expensive judgement if history plays out..

Southern Europe is again having economic problems, Italy, Greece, and Spain, use MCD as a metric.. Alliance Boots has distribution investments here.
France has ecomonic issues also, however Russia, China and the UK are in better shape for now.. I don't expect the former revenues to outpace last year or the later to be stellar.

And the last piece is Walgreens CEO and his managers that Yank has a dinner bet on..
$5 billion was lost with Walgreens leadership plan.. Now a small amount has returned perhaps 25%, but CVS will release there Rx numbers 2/06/13 with current retention rates and they will rub this into Walgreens Managers faces.
The underlining issue going forward is the loss of market share from the Esrx walk away plan; to Walmart, Costco and Target who can use this Rx Loss leader to impact the Sushi leaders plan to Win, if you called that a plan!!!

If Sushi was a plan to Win, I would think that Skinner looked into this at Mickey Dee's, its time for Walgreens BoD's to cut bait, sail ahead and find a new leader for this Rx Sector..

Good luck,