Walgreens Boots Alliance Inc (WBA)

[Robbay]

Not familiar with "co-op".. LOL

This ties into Alliance boots recent purchase of the Spa Aroma business.
As you know A/B does sell much more than Rx's and their revenue is less dependent on retail Scripts.
A/B is more of a Wholesale distributor that does not reside in the U.S. that is why IMO ABC or another Wholesaler was needed.. In dealing with the Walgreens Rx Distribution Screw ups.

A/B Nottingham manufacturing plant comes in play in providing the upscale beauty lines into High street and A/B upscale partners stores.

CVS who has built its stores across from Walgreens sold its Beauty business..
Walgreens is now trying to capture this sector, however Walgreens Financial spending plate is pretty full..

Walgreens Cash is tied up with the ABC warrants as well as the AB 2 step..
So Cash flow is something to keep an eye on in the next earning report.

I think certain sectors in the Healthcare sector is being over valued by these investment bankers who add noise into a stock pricing.

What is your view?

Robbay