Walgreens Boots Alliance Inc (WBA)

[big-yank]

Looks to me like the momentum is on the upside, right up through earnings. The strong flu season drives decent margins, especially on vaccinations, and most of the aftercare remedies where retail margins tend to be higher. The Express Scripts Rx recovery gift cards should drive February revenue and that month's numbers, a month or so from today's January release.

The real profit impact on recovering lost ESRX Rx's likely will not be felt until Q3 results are anounced, another 90 days out, in the eventual income statement. There is a good short term trade, here.

I remain skeptical of the numbers starting Q3.

GLTA,

Yank