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Walgreen Co. Message Board

henleywm 91 posts  |  Last Activity: 12 hours ago Member since: Jan 10, 2013
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  • Reply to

    NIKE IS THE PRODUCT TO HAVE

    by takemehome14 Nov 13, 2014 9:37 PM
    henleywm henleywm 12 hours ago Flag

    That's pretty funny. Don't buy this stock because we might get a 25% premium over our purchase price when NIKE buy us out. Yeah, I would hate to make 25% for no good reason.

  • Reply to

    Walgreens closing their Realestate Division

    by robbsbeach Nov 18, 2014 6:58 PM
    henleywm henleywm Nov 24, 2014 10:01 AM Flag

    You see Walgreens not warehousing pharmaceuticals as a negative. I see it as a positive. ABC is a much more efficient buyer and warehouser of Rx drugs. They already have the warehouses and delivery logistics in place and do it efficiently enough to make their normal margins and improve Walgreens cost of drugs also. You have to consider that owning and operating a warehouse has expenses associated with it. Warehouse workers and truck drivers are a big expense. They have shifted the burden of those expenses to ABC because ABC can do it more efficiently. The inventory costs are also very high. All factors were considered and the correct decision was made.
    The chance of ABC suspending it's dividend or encountering financial difficulty is part of the due diligence before making such a deal. There are no grounds for suggesting either condition is likely to occur.
    I agree with you that the weak European economy and it's weakening currency value will reduce somewhat the value of the Boots operation for a while. The European economy will recover and when it does the Euro will strengthen. This is a dynamic process. The Euro was a much stronger currency than the dollar for many years. It's likely that will occur again as the pendulum swings.

  • Reply to

    Walgreens closing their Realestate Division

    by robbsbeach Nov 18, 2014 6:58 PM
    henleywm henleywm Nov 23, 2014 10:45 AM Flag

    So, you have little doubt that WAG will rise to pre sell-off levels. A few weeks ago you were sure it was going down to $52. As for Walgreens battle with Rx price inflation your argument is weak to non-existent. Rx price inflation has been rampant since 1972 when the insurance industry became a factor in prescription drugs. Much of the past four decades has seen double digit annual inflation in prescription drug wholesale prices. During that time Walgreens has grown more than any other drug retailer and has beat the S&P by about 400%. So why are you worried about them now? Warehousing Rx drugs is a less effective hedge against inflation than owning a 23% position in ABC. You could be right that the CEO will be gone before long, but for the wrong reasons. He's done his job by cutting costs and setting a new direction for the company. He will move on, a wealthy man.

  • henleywm henleywm Nov 22, 2014 1:01 PM Flag

    Trains do not replace automobiles. They just take you to the train station which will be a great location for EV rentals. I have seen some excellent train systems, but they don't eliminate personal transportation needs. The only place I know of with significant population and no automobiles is Venice. Hangzhou, Beijing etc. will never operate on gondolas and water taxis.

  • henleywm henleywm Nov 21, 2014 9:59 AM Flag

    Big news like the rate cut in China usually hits the "blue-chips" or better known stocks first. I think KNDI will respond later today or even tomorrow.

  • Reply to

    Walgreens closing their Realestate Division

    by robbsbeach Nov 18, 2014 6:58 PM
    henleywm henleywm Nov 19, 2014 2:03 PM Flag

    Walgreens still warehouses everything they ever did except Rx Drugs. They cut a deal with ABC to gain the efficiencies of ABC, increase their buying power and benefit from 5 days weekly delivery instead of 1 or 2 days. This decreases inventory while reducing out of stock situations. Truly they are not out of the Rx warehousing business. This is a time of transition, and during this time they have taken a 7% stake in ABC. They have options to buy another 8% of ABC at $51.50/share in 2016 and yet another 8% stake in ABC in at $52.50/share in 2017. ABC stock is currently over $87/share so Walgreens will be buying in at a tremendous discount. They will own 23% of the company (ABC) and have two board seats. A sweet deal. They are definitely not through warehousing. If you would just stick to discussing things you understand, we would never have to hear from you again. That too would be a sweet deal.

  • Reply to

    No resistance till 78-79

    by stockspy1 Nov 14, 2014 11:08 AM
    henleywm henleywm Nov 18, 2014 12:34 PM Flag

    YY lacks institutional support, thus an easy target for short sellers. The company is 27% owned by institutions. BABA 16%, QIHU 41%. FB 62%, VIPS 95%. BABA can be forgiven as a new issue. All of the others are getting more institutional respect. VIPS at 95% is incredible. For whatever reason institutions are not ready to embrace YY. Any thoughts why this would be?

  • henleywm henleywm Nov 18, 2014 10:27 AM Flag

    You should find something you like and promote it. All this negativity is bad for your health. This is a concept medical science has long embraced. Have you ever heard of Dr. Norman Vincent Peale? His philosophy and writings titled "The Power of Positive Thinking" describe the attitude and lifestyle of the rich, famous and happy people on this earth. Constantly tearing something down and dealing in negativity does you far more harm than it does your intended target. Every day that you spend trying to tear down KNDI, or any other target, just impairs your mind and shortens your life. I hope you can change and do something positive with your life.

  • Reply to

    No resistance till 78-79

    by stockspy1 Nov 14, 2014 11:08 AM
    henleywm henleywm Nov 17, 2014 10:21 AM Flag

    $115.00 is an interesting number. If you accept that 70% growth for 5 years is too optimistic considering the company's remarks about headwinds in the gaming area and you land on 40% as a conservative view of growth for the next five years, then a PEG of 1.0 would imply a stock price of about $115 based on estimates for the current quarter. No doubt YY is way underpriced right now.

  • Reply to

    Can YY close above 78 today ?????

    by buzzy1122 Nov 14, 2014 1:38 PM
    henleywm henleywm Nov 15, 2014 10:42 AM Flag

    I see no evidence of manipulation. The company warned Thursday of increased competition in the core gaming area. They said this will slow growth and increase expenses. Also Thursday KWEB (Chinese internet ETF) was lower, this exaggerated the response. Fridays gain for YY was accompanied by a very strong day (+2.53%) for KWEB. Part of Friday's bounce in YY shares was due to the overall performance of the sector. I think YY will do fine. They guided upward for revenues and profits in the current quarter. But the exuberance over YY shares should be tempered by the realization that growth in 2015 will likely be somewhat slower than in the past few quarters. I remain long YY, because I think their growth will still be better than most companies I follow, but I'm not buying additional shares for now.

  • Reply to

    Hu isn't very bright

    by phil_inarizona Nov 11, 2014 8:50 PM
    henleywm henleywm Nov 12, 2014 10:13 AM Flag

    Phil, your thoughts aren't getting much support here. Why don't you try the donut shop?

  • Reply to

    Hu isn't very bright

    by phil_inarizona Nov 11, 2014 8:50 PM
    henleywm henleywm Nov 12, 2014 10:11 AM Flag

    Excellent analysis. Some traders are their own worst enemy.

  • Reply to

    Scottrade

    by the_stakeholder Nov 12, 2014 9:56 AM
    henleywm henleywm Nov 12, 2014 10:08 AM Flag

    Actually, it is because of this day and age. Computers are efficient, but they will develop problems and it can be a huge inconvenience. Perhaps you would like to go back to pre-computer stock trading. You could call your broker (might be busy and have to call you back in a couple of hours), and ask his advice then pay him $200 to buy 1000 shares of KNDI.

  • Reply to

    Hu isn't very bright

    by phil_inarizona Nov 11, 2014 8:50 PM
    henleywm henleywm Nov 12, 2014 9:15 AM Flag

    Yes the price is what it is. $15.90. A year ago $6.91. Up more than 130% in the past year.

  • Reply to

    Ascending triple top breakout $300 target

    by cybercrash28 Sep 30, 2014 1:18 PM
    henleywm henleywm Nov 12, 2014 9:08 AM Flag

    Your cyber brain has forsaken you.

  • henleywm henleywm Nov 12, 2014 12:17 AM Flag

    Reviewing stats on YY. It's interesting that YY has only 23.6% institutional ownership. BIDU is 64.8% and VIPS 94.9%. This could contribute to lower valuation.

  • henleywm henleywm Nov 11, 2014 11:24 PM Flag

    good call

  • henleywm henleywm Nov 11, 2014 10:33 AM Flag

    Agreed. I expect YY to top estimates easily. I just don't know which way the stock will bounce. Seems like it should have a pop higher as there hasn't been that much of a run-up prior to earnings, but sometimes the short term movement is counter-intuitive. I think I'll just ride it out. It seems more difficult to predict short term moves in YY of late so I'm not trading it much.

  • Reply to

    YY will make us rich.

    by hawkster654 Nov 2, 2014 5:31 PM
    henleywm henleywm Nov 11, 2014 10:27 AM Flag

    Yep, I missed most of the VIPS run, because I keep thinking it's over valued. I'm more comfortable with a stock like YY which seems relatively under valued.

  • Reply to

    Kandi JV has new 8-door model

    by sailbad2011 Nov 10, 2014 11:39 AM
    henleywm henleywm Nov 10, 2014 1:41 PM Flag

    You have taken the $46.8 million dollars representing sales of the JV for EV products and divided by 1950 representing units sold by the JV. These numbers do not appear in the same sentence for a reason. If you would read the reports with a clear, unprejudiced mindset, you would not repeatedly fail to comprehend the truth.

WAG
68.47+0.66(+0.97%)Nov 26 4:02 PMEST

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