Walgreens Boots Alliance Inc (WBA)

[Robbay]

Mutual Funds???

B/Y, I think that Dinner who just paid for and the conversation you had with your guests is making U doubt your understanding of how the market works..

If you recall, Walgreens settled the Esrx dispute after the Federal gov't approved this Merger, the combined impact of a Esrx/Medco loss to Walgreens made you a winner of this bet, However, Walgreens backed off very quickly after the merger, and that I would bet on!!!
Do you recall Walgreens managers saying they are going to contract with the PBM's Clients Directly.
Don't here that anymore do we..


I'm surprised you are not taking about buying Treasury's notes now!!
Our Economy is in a ruff patch, so what.. I didn't stop the Bankers and we still are in agreement the LNG sector is a play??
There will be Winners and Losers after the Sequestration, but the Core Fundamentals that are the drivers of the U.S economy can't be Exported and this is where the money will move.
Some even call it a bread line..

M&A money will move into the Hospital sectors, can't move your local hospital to India or China.. long term care/rehab and the J/V Medical practices will emerge as Clinic operator/owners, Medications are just a commodity and can be dispensed at any food store, clinic or Hospital. and Telemed Pharmacists with the Cisco backbone are in sight..
It was no accident Walgreens bought A/B, their options for growth have been declining, the File Buys and retail buy-outs under the current managers direction was a finger in the dyke..
Now its food deserts, Blow bars, nails Salons and free Pharmacist consults with N/P Clinics.
Wickedone is a prime example of taking a small market share away from this company planners.
Creative distruction, changes industries, history shows us there are winners and losers: but the consumer benefits.
Do you own a record player..??

GLTA!!!