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Валгрин Ко. Message Board

  • cdwc500 cdwc500 May 2, 2010 10:02 PM Flag

    CFO speaks at conference

    Just checked WAG investor site, and listened to Wade M. (CFO) speaking for 50 minutes on state of WAG. For some, it's nothing really that new. But here are my
    takes:

    1. No real mention of Power, was it renamed TCRX?
    2. Both Stick buyback and dividends are giving a ton of money back to us shareholders.
    3. The clinics are not "needle movers", even if WAG peaks at 1000 clinics, the rev. and profit are not that significant to the core top and bottom lines.

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    • "Agent of Change" said the banker, I
      hope that was not a investment banker,
      Sorry thats another message board.

      What I heard

      1. 7,500 corners in need of a loyalty program and a rounding up of the corporate store and field labor cost that are 25% of indirect spend.

      2. Consumers view: a convenience store with a pharmacy.

      3. A maturation of the shopping experience with beer & wine a up lift.

      4. A twilight understanding of healthcare services with lots of behavioral modifications.

      5. Opportunities abound with a New Director on the Board.

      6.And a lot of De-facto Sticky stuff.

 
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