Walgreens Boots Alliance (WBA) – Pág. 2

Foros Empresas Estados Unidos Walgreens Boots Alliance (WBA) - Pág. 2

Este debate contiene 36 respuestas, tiene 14 mensajes y lo actualizó  Ruindog hace 1 semana, 4 días.

Viendo 17 publicaciones - del 21 al 37 (de un total de 37)
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  • #25465

    nanoscotish
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    Topics: 28
    Replies: 591

    Continua la sangria… si cae hasta los 60$ me pensare entrar con algo. 😉

    BME, ENG, GAS, REE, REP, SAN, ADM, CLX, GAIN, GIS, ITW, JKHY, KHC; KMB, LOW, MCY, MO, OHI, PEP, PG, T, VFC, WBA, WDR, AV, BATS, BP, BT, DGE, DLGD, GNK, IMB, LGEN, MKS, NG, PTEC, RB, RMG, RNK, SCS, SMDS, TATE, VCT, VOD, WPP, ETL, NESN, SKG, URW, KIT, MHG, 0995

    FD: 18-noviembre

    #25808

    Ruindog
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    Topics: 35
    Replies: 1227

    Espectaculares resultados de Walgreens Boots en el último trimestre…

    Walgreens Boots (NASDAQ:WBA): Q4 EPS of $1.31 beats by $0.10.

    Revenue of $30.15B (+5.3% Y/Y) beats by $220M.

    Un optimista es un pesimista mal informado

    #25811

    Madelman
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    Topics: 2
    Replies: 197

     

    • GAAP diluted net earnings per share were $0.76, down 20.0 percent from the year-ago quarter due to Rite Aid related costs, mainly merger termination fees; Adjusted diluted net earnings per share were $1.31, an increase of 22.4 percent on both an actual and constant currency basis
    • GAAP net earnings attributable to Walgreens Boots Alliance decrease 22.1 percent, to $802 million; Adjusted net earnings attributable toWalgreens Boots Alliance increase 18.8 percent to $1.4 billion, up 19.1 percent on a constant currency basis
    • Sales increase 5.3 percent to $30.1 billion, an increase of 6.4 percent on a constant currency basis
    • GAAP operating income decreases 2.3 percent to $1.1 billion; Adjusted operating income increases 21.2 percent to $1.9 billion, up 22.3 percent on a constant currency basis

    Saludos.

    ACS BBVA BME ENG GAS IBE ITX MAP REE TEF ALV UNA URW BATS IMB NG VOD DGE RB KO PEP GIS CL JNJ PG KMB MCD WMT TGT ABT ABBV WBA CVS PFE PM MO CVX XOM T VZ ITW MMM PNR GPC VFC HCP OHI LTC O AAPL Azvalor Int. Cobas Int. Magallanes E.

    #26470

    Madelman
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    Topics: 2
    Replies: 197

    En USA también “el que no corre, vuela”.

    Walgreens Boots Alliance recomienda a los accionistas rechazar la oferta de mini-oferta de TRC Capital Corporation.

    DEERFIELD, Ill .– ( BUSINESS WIRE)) – Walgreens Boots Alliance, Inc. (Nasdaq: WBA) anunció hoy que ha recibido un aviso de una mini oferta no solicitada por TRC Capital Corporation para comprar hasta 2 millones de acciones comunes de Walgreens Boots Alliance a un precio de $ 67.88 por compartir en efectivo El precio de oferta de TRC Capital es 4.38 por ciento inferior al precio de cierre de las acciones ordinarias de Walgreens Boots Alliance el 10 de noviembre de 2017, el último día de negociación anterior a la fecha de la oferta de compra y 4.73 por ciento inferior al precio de cierre de Walgreens Boots Alliance común stock el 17 de noviembre de 2017, el último día de negociación anterior a la fecha de este comunicado de prensa. La oferta es por aproximadamente 0.198 por ciento de las acciones ordinarias en circulación al 30 de septiembre de 2017.

    Walgreens Boots Alliance no respalda la mini oferta no solicitada de TRC Capital y recomienda que los accionistas no ofrezcan sus acciones en respuesta a la oferta porque la oferta tiene un precio por debajo del precio actual de Walgreens Boots Alliance y está sujeta a numerosas condiciones . Walgreens Boots Alliance no está asociada de ninguna manera con TRC Capital, su mini oferta o la documentación de la oferta.

    TRC Capital ha realizado muchas ofertas de mini ofertas similares para acciones de otras compañías. Las ofertas de compra mínima buscan adquirir menos del 5 por ciento de las acciones en circulación de una compañía, evitando así muchos requisitos de revelación y procedimientos de la Comisión de Bolsa y Valores de los Estados Unidos (SEC) que se aplican a ofertas por más del 5 por ciento de las acciones en circulación de una compañía. Como resultado, las ofertas de mini-oferta no brindan a los inversores el mismo nivel de protección que ofrecen las ofertas de oferta más grandes en virtud de las leyes de valores de los EE. UU.

    La SEC advirtió a los inversionistas que algunos postores que hacen ofertas mini-tier a precios por debajo del mercado “esperan que tomen a los inversores por sorpresa si los inversores no comparan el precio de oferta con el precio actual del mercado”. Más sobre la guía de la SEC los inversionistas en ofertas de mini-oferta están disponibles en https://www.sec.gov/reportspubs/investor-publications/investorpubsminitendhtm.html

    Y sigue:

    https://www.businesswire.com/news/home/20171120005370/en/

     

    Saludos.

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    #49254

    Elo78
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    Topics: 1
    Replies: 23

    Hola compañeros,

     

    Como la veis para hacer una primera entrada? Siempre pensando en el largo plazo

     

    Un saludo

     

     

    #49256

    Faemino
    Offline
    Topics: 1
    Replies: 34

    Hola compañeros,

    Como la veis para hacer una primera entrada? Siempre pensando en el largo plazo

    Un saludo

    https://seekingalpha.com/article/4243312-walgreens-prescription-growth-dividends

    Un saludo.

    ITX / IBE / MAP / EBRO / REE / P&G / T / GIS / BEP / BATS / MO / CAH

    2 users thanked author for this post.
    #49259

    Ruindog
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    Topics: 35
    Replies: 1227

    Walgreens Boots Alliance, Inc. (WBA) operates as a pharmacy-led health and wellbeing company. It operates through three segments: Retail Pharmacy USA, Retail Pharmacy International, and Pharmaceutical Wholesale.

    Walgreens is a dividend champion, with 43 consecutive years of annual dividend increases under its belt.

    Over the past decade, Walgreens managed to double earnings per share from $2.03 in 2007 to $5.05 in 2018. The company is expected to earn $6.52/share in 2019.

    Earnings Per Share for Walgreens Boots Alliance

    Growth in earnings per share should come from acquisitions, such as the recent purchase of close to 2,000 Rite Aid stores. This will increase Walgreen’s scale, which could result in a competitive position that results in lower costs for drugs from manufacturers for example. In addition, those acquisitions could result in synergies that add to Walgreen’s bottom line. As a growing portion of population is aging, the amount of prescriptions is only going to increase, offset by the increased penetration of cheaper generic drugs. One of the reasons why I like Walgreen’s and CVS today is the fact that everyone seems to be worried about the potential impact of Amazon disrupting their business model. Based on my research, it would be very difficult for Amazon to replicate the scale of operations in purchasing and efficiently serving clients, the relationships with Pharmacy Benefits Managers, the specialty drug business, and the regulatory hurdles to operate the business in this sector. This is why I believe that the recent weakness is a buying opportunity, since it provides an attractive entry point for long-term investors. This weakness in the share price could also bode well for share buybacks.

    Over the past decade, the number of shares outstanding has increased slightly. The company repurchased shares between 2007 and 2012, bringing the total number of shares outstanding from a little over 1 billion shares to 880 million. The subsequent purchase of a 45% stake Alliance Boots in 2012 and the acquisition in 2015 led to an increase in the number of shares to 1.09 billion in 2015. After a few years of buybacks, the number of shares outstanding is down to 995 million.

     

    Shares Outstanding in Mil for Walgreens Boots Alliance

    Over the past decade, the company has managed to increase the amount of its dividends by a factor of five. Walgreen’s paid an annual dividend of 33 cents/share in 2007, which has increased to $1.64/share by 2018. Just a few months ago, the company raised its quarterly dividend by 10% to 44 cents/share.

     

    Dividends Per Share for Walgreens Boots Alliance

    Walgreen’s was able to increase its dividends at a rate that was higher than earnings growth due to the expansion of its dividend payout ratio. Between 2007 and 2018, the dividend payout ratio increased from 16% to 40%. Going forward, I expect a much smaller room for expansion in the dividend payout ratio than before. However, I would still expect dividend growth to slightly exceed earnings growth over the next decade. But do not expect dividends per share to grow by a factor of five – I would be satisfied with a doubling of the amount of earnings and dividends over the next decade.

     

    Valuation for Walgreens Boots Alliance

    I find Walgreen’s to be cheap at 10.40 times forward earnings. The stock yields 2.60% and has a forward payout ratio of 27%. The dividend has a high safety score, and I believe that the stock price reflects the uncertainty that we all hear about in the news. I believe that the low valuation is unwarranted, and would be corrected at some point. If this comes out through a valuation expansion and an increase in earnings power, this could lead to great returns. For long-term accumulators of assets like me however, I am fine if I can continue buying regularly why the stock price is down. This means to me that I am able to purchase future dividend income at a discount.

    Un optimista es un pesimista mal informado

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    #49294

    Elo78
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    Topics: 1
    Replies: 23

    Gracias a todos por vuestras aportaciones. Cuanto más indago en esta empresa, más me gusta

    1 user thanked author for this post.
    #49297

    Fran
    Offline
    Topics: 2
    Replies: 166

    Y ahora viene la duda, ¿a precios actuales WBA o CVS?

    Planificando la IF para 2035 ...... o antes.

    #49298

    Madelman
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    Topics: 2
    Replies: 197

    Y ahora viene la duda, ¿a precios actuales WBA o CVS?

    ¿Un poco de cada ponderando más la que más te guste?

    Saludos.

    ACS BBVA BME ENG GAS IBE ITX MAP REE TEF ALV UNA URW BATS IMB NG VOD DGE RB KO PEP GIS CL JNJ PG KMB MCD WMT TGT ABT ABBV WBA CVS PFE PM MO CVX XOM T VZ ITW MMM PNR GPC VFC HCP OHI LTC O AAPL Azvalor Int. Cobas Int. Magallanes E.

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    #49302

    Elo78
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    Topics: 1
    Replies: 23
    #49307

    Pierce
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    Topics: 1
    Replies: 20

    Y ahora viene la duda, ¿a precios actuales WBA o CVS?

    ¿Un poco de cada ponderando más la que más te guste?

    Saludos.

    Depende lo que busques:

    a) WBA es un retailer, parecido a WMT o TGT, solo que vende medicamentos. Menos complicación pero también menos barreras de entrada

    b) CVS es otra cosa, un experimento que pocas veces se ha hecho. Farmacia + aseguradora + clinicas “one minute” con diagnosticos rapidos tipo gripe anginas etc. entre otras cosas. Ahora hablan de partnership con Apple para monetizar las app de salud de los apple watch por ejemplo.

    CVS es algo mucho más ambicioso, y de las dos yo me quedo con ella ya que me parece una visión a largo plazo cojonuda, pero es algo personal. Muchas de mis inversiones se basan en “admiración” por el management. Me explico: cuando escucho y leo cosas del board de CVS tengo la sensación de que realmente ven mucho más lejos que yo, la impresión es que mientras yo veo a 100km ellos ven a 500. Otra cosa es que salga bien, todos sabemos de macroempresas y adquisiciones que no se han llevado bien y han acabado penalizando al accionista.

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    #49312

    Preikestolen
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    Topics: 34
    Replies: 1904

    Por si puede ayudar:

    https://seekingalpha.com/article/4243710-cvs-vs-walgreens-tale-two-selloffs

    Parece una vision de corto plazo.

    Selecciono dos comments:

    “” Feb 25 09:40 AM
    The author, in my view, is a technical trader and not one of fundamentals. Fundamentally, CVS and Walgreens aren’t even in the same universe. The only thing these two have in common is the retail pharmacy and that’s where the difference occurs! Cvs also has an insurance arm, third largest insurance arm in the country. Cvs has a PBM, the second largest in the country, Walgreens has none. Cvs has minute clinics which could conjunct awesomely with the Aetna insurance arm of CVS. Not sure why / how people put these two companies in the same category but there are a lot of people who don’t do their homework, then they purvey their technical opinion as “deep due diligence”, all the while, having no clue about the difference of these companies. Walgreens is a closer comp to wal mart, maybe. CVS is a better comp to united Health. Come on author, do a little bit of reading on each companies business model! “”
    ” sbally4
    Feb 26 12:48 AM
    I’m struggling with CVS at this time. On the one hand, I have a small position and this would be a great time to average down. On the other, future cash flows are kind of difficult to predict.The PBM model that fluorished under Obamacare might be altered in the near future. The large Aetna acquisition will bring huge debt load with it, and the integration has to be flawless.CVS is in an interesting position right now. Not only is it near 52-week lows, but both Morningstar and CFRA have 5-star ratings. You don’t see this very often. Of course it doesn’t mean a whole lot, considering they both agreed that AGN was worth around 400 back when it was in the mid 200 range, but still, it isn’t very common.”

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

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    #49529

    Fran
    Offline
    Topics: 2
    Replies: 166

    Hoy se está pegando un batacazo de casi el 7%.

    Planificando la IF para 2035 ...... o antes.

    #49531

    Elo78
    Offline
    Topics: 1
    Replies: 23

    Alguien sabe a que se debe?

    #49533

    Preikestolen
    Offline
    Topics: 34
    Replies: 1904

    Alguien sabe a que se debe?

    En compras ventas Usachemosccomentado algo.

    Escribes en google

    Seeking alpha wba

    Y asi busco yo lo que pueda ocurrir.

    :))

     

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #49905

    Ruindog
    Offline
    Topics: 35
    Replies: 1227

    Should I be adding to CVS and Walgreen’s Later This Month?

    Last week, I received questions from a few readers about CVS and Walgreen’s. The share prices behind both companies are taking a beating recently.
    If share prices are low when the next newsletter comes out on Sunday, March 24th, there is a high chance that I will add at least a share of Walgreen’s to the Dividend Growth Investor Portfolio. There is a low chance that I will add to CVS however.

    I like the valuation and earnings trends for CVS. However, I do not like the dividend freeze that was enacted in 2018, following the acquisition of Aetna. As a dividend investor, I look for companies that have managed to grow dividends for a certain number of consecutive years. This shows to me a commitment to raising dividends. This commitment means something when it is backed by rising earnings per share. Under an ideal scenario, a company will grow earnings and distribute a rising annual dividend per share. I want to buy a share in such a company, and enjoy rising earnings, dividends and share prices over time. Once this virtuous loop ends however, I start asking myself if something is wrong with the business.

    As a result, when I see that management is no longer committed to growing dividends, it shows that they do not have a lot of conviction behind their earnings per share growth in the near term. By keeping dividends unchanged, management is really telling me that things are cloudy on the horizon, so that they do not believe that future earnings will justify growing the dividend. Without annual dividend increases, I am essentially stuck wondering whether something is wrong with the business, or this is just a temporary situation.

    It is very likely that this is just a temporary measure, in order to get the balance sheet under control, reduce debt, integrate acquisitions etc. Once CVS starts raising dividends again, I will consider adding to the stock again. For my investment model to work, I need companies at an attractive valuation, growing earnings and growing dividends. That way I can keep investing $1,000/month, reinvesting dividends, and enjoying the organic dividend growth that will propel me to $1,000 in monthly dividend income within 10 – 15 years. If I invest in companies that never raise their dividends, it will take longer to reach my stated newsletter goal of generating $1,000 in monthly dividend income.

    It is very likely that I am missing out on an incredible bargain today, by not adding to CVS. However, I also see risks of a dividend cut being increased as well. A lot of dividends cuts in the past have occurred in situations with a lot of debt, high payout ratios and major acquisitions.
    My basic thought process is that if CVS prospers, I already have exposure to the stock, so I should do ok. If CVS fails, I will likely lose what amount I own there, but would have protected my new capital from going into a sinkhole. Plus, I would have allocated dividends elsewhere, and increased the diversification of my portfolio.

    That being said, I am still considering Walgreen’s as an addition to my portfolio. I may even consider adding further after that. I have a high allocation to Walgreen’s, and want to avoid overly concentrating my efforts in once company. I like diversification, which is why I want to own as many companies as I can find, and also to limit their weight in my portfolio to a reasonable amount. I also like spreading my purchases over several months, in order to take advantage of potentially lower prices. The downside to this strategy is when share prices start going up in a linear fashion, and I haven’t build out my full position in a security. However, I believe that there are always good securities to be selected at the right valuation. My goal as a portfolio manager is to manage my risk properly.

    I believe that my upside will take care of itself. I do want to place some fail-safe mechanisms in portfolio construction process, in order to reduce the magnitude of my errors when they occur. I also believe in maintaining a disciplined approach when investing my hard earned money. This is why the odds of me adding to CVS Corp are low.

    Un optimista es un pesimista mal informado

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Foros Empresas Estados Unidos Walgreens Boots Alliance (WBA) - Pág. 2

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