Replies to post #784 on Walgreens Boots Alliance Inc (WBA)

[big-yank]

robb, I am not a big UBS fan and I do not follow the analyst that issued the upgrade, but the content of his rationale ignored the reality of the situation, in my book. The outflow of funds from equity investors in the market has been huge over the last 5 years. The tide is finally starting to turn; equity investing is in the early stages of a recovery, both from retail investors and 401K/IRA contributions. A skittish market likes established, conservative, divvy-paying large caps like Walgreens. About 2/3 of WAG's float is held by Insty's and Funds where Wasson's breath or Wade's sobriety matter less than the conservative appeal of a power brand and a logical sounding growth story (A-B).

I think UBS made the right call for the wrong reasons. But, what does it matter, anyway?

It could all unravel, over time. Then, again, it might not. But the near term looks positive, to me,and the headwinds that you and I both fear are still below the radar until more concrete data is revealed.

GLTA,

Yank

[Robbay]

Fellow Investors:

What Tail-winds or Head-winds Walgreens, Cvs, or Rad are going to encounter in the future is unknown.
My posts are intended to set the course straight, based upon what we do currently know as a fact... \
Wall-street and there senior employee's, Analysts included, use to assess Risk and Returns based upon due diligence, however the CDO crisis showed a different side of these Market Makers.
This is a Fact that can be seen on Several public Video's and anyone who followed the congressional MM or banking hearings understands the different roles these folks are engaged in.

As for the breath or sobriety of Walgreens managers, A 5 billions dollars showdown with Esrx produced a loss in Walgreens former leadership Rx projections in this sector.

Should I buy or sell this stock, one thing is for-sure.., Medication distribution has evolved from the local Drug Stores, and these Global Generic manufactures will drive more innovative distribution channels in the future...

Would you like a Movie today with that prescription, asked the Vending machine... something to think about.

GLTA!!