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AmerisourceBergen Corporation Message Board

henleywm 639 posts  |  Last Activity: 14 hours ago Member since: Jan 10, 2013
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  • Reply to

    what is going on?

    by maxmillion65 17 hours ago
    henleywm henleywm 14 hours ago Flag

    I wouldn't read too much into todays action. This stock is up more than 400% in the past two years and someone, or more likely some institution, is taking some profits. The day before what is expected to be a strong earnings report would seem a good day for executing such a strategy. My reaction is to take advantage of the weakness in the price and accumulate a few more shares.

  • Reply to

    Boots China faces price cuts..

    by robbsbeach Jan 19, 2015 4:41 PM
    henleywm henleywm 15 hours ago Flag

    I've been expecting a shakeup in the board room what with JANA partners coming in and Pessina's rise to power. Watching the newly formed WBA should be entertaining for several years to come. I'm mostly observing right now, having sold most of my holdings recently. My gut feeling, of course, is that WBA will prosper. I just don't see that being reflected in the stock price for a while.

  • Reply to

    Boots China faces price cuts..

    by robbsbeach Jan 19, 2015 4:41 PM
    henleywm henleywm 15 hours ago Flag

    There is no such entity as Boots China. That sort of diminishes the validity of your statement, but if your only point is to suggest that a communist country is exerting price controls on pharmaceuticals I certainly wouldn't take issue with that. The United States should do the same. Actually, the United States should have established price controls on the berserk pharmaceutical manufacturers about 35 years ago. Instead they left it up to the equally berserk health insurance industry to impose their unsound ideas of price control.

  • Reply to

    Performance Awards for Acting CEO--Yikes!!!!

    by jbrown3410 Jan 26, 2015 10:11 AM
    henleywm henleywm Jan 27, 2015 3:04 PM Flag

    Your point is clear. That said, people who make a lot of money, tend to keep making a lot of money. It's a way of life.

  • Reply to

    Performance Awards for Acting CEO--Yikes!!!!

    by jbrown3410 Jan 26, 2015 10:11 AM
    henleywm henleywm Jan 27, 2015 1:48 PM Flag

    Maybe you could provide us with a list of billionaires who no longer expect to be paid for their work. There may be a few.....very few.

  • henleywm henleywm Jan 27, 2015 1:36 PM Flag

    Bond, while I don't know what you base your remarks upon, I strongly disagree with your assessment of Walgreens/Boots combination. Sure, there are some temporary headwinds. The wind blows, then the wind dies down, then before you know there is a tail wind. Pessino commented that he didn't have a crystal ball to predict every bump in the road, but Walgreens & Boots Alliance is a powerful combined force that has the potential to produce rapid and sustainable growth for a long time. Europe is still in recovery mode with a weak currency, but that is a short term consideration which ultimately will have no significant affect on WBA.

  • Reply to

    Walgreens sells a Huge Asset

    by robbsbeach Jan 20, 2015 4:25 PM
    henleywm henleywm Jan 26, 2015 4:35 PM Flag

    Chain drug stores are not allowed currently in Germany, France and Denmark. In Denmark all pharmacies are government owned. Most of Europe has no restrictions on pharmacy chains. Besides the UK I know boots is in Norway, Spain and Italy. Ireland has two pharmacy chains (Lloyds and Health West) in addition to Boots 76 stores. In the Netherlands 31% of pharmacies are chains (there are 8 chains including Boots). In Sweden there are 6 chains. Poland has 2 chains (Super Pharm and Apteki Dbam O Zdrowie). Even in Germany and France where there are no chains, there is opportunity in drug distribution. Boots has had a strong presence in Germany, I'm not sure about France. In Egypt (leaving Europe now) Boots distribution business is growing double digit. There are 2 chains in Egypt (Cleopatra Pharmacies and Elezabi Pharmacies) besides Hedef Alliance (Boots). Moving East Pakistan has 16 chains, Malaysia 13 chains, India has many chains, Thailand has 4 chains including Boots Thailand, Hong Kong has 2 chains (Mannings and Watsons), Macau has Watsons, and China has 3 chains that I know of (China Nepstar, Super-Pharm and Watsons). WBA owns a share of a drug distribution business in China). WBA owns distribution businesses in Eastern Europe but I forget which countries, and don't have my report handy. They are in Russia. Overall Boots operates 4600 retail stores. Their wholesale division services more than 180,000 pharmacies, doctors, hopitals and health centers from 370 distribution centers in 20 countries. Please don't even begin to suggest that there are not opportunities for WBA.

    As for the U.S., you make it sound like Walgreens is out of the wholesale business. They still operate warehouses for front end business and the 23% of ABC they own includes their own 8500 pharmacies and about 7000 independent pharmacies who depend on ABC.

  • Reply to

    Walgreens sells a Huge Asset

    by robbsbeach Jan 20, 2015 4:25 PM
    henleywm henleywm Jan 26, 2015 10:50 AM Flag

    So, the business model has changed. Is anyone surprised that the acquisition of Boots has resulted in a changed business model? It seems clear, with no inside information, that Walgreens decided to stick to those things they know best, the wholesaling and retailing of rx drugs, and health and beauty aids and apply their knowledge to world-wide expansion. There is a lot of opportunity around the planet to duplicate the success Walgreens enjoyed in the United States over the past 100 years. Now is the time to become a player in the dominant emerging markets. They have the knowledge and skill to make huge profits worldwide as those economies bring their healthcare standards up to the level of U.S. healthcare. Sure there is money to be made in home infusion. Importantly, Walgreen has re-defined who they are, and how they will grow. At least for the present, home infusion will not an important industry for WBA.

  • henleywm henleywm Jan 26, 2015 10:18 AM Flag

    Asking for the facts? You will never fit in with this crowd.

  • henleywm henleywm Jan 21, 2015 8:44 AM Flag

    KNDI usually reports q4 with annual report in March. Why do you expect in February?

  • Reply to

    Question does Kandi make any Muscle Cars ?

    by garypatterson70 Jan 20, 2015 2:43 PM
    henleywm henleywm Jan 21, 2015 8:24 AM Flag

    Gary, I think you should start-up a muscle EV for the China market. Kandi will not be competing with you. You could have that market all to yourself (that is you and Elon Musk)

  • henleywm henleywm Jan 8, 2015 4:58 PM Flag

    fyi, I have never logged in to the private board. I am not a member. Nonetheless, I have been long KNDI, without interruption, since 2007 (before KNDI announced plans for EV's, before private board, before Corstrat began posting here, and even before you started bashing the company).

  • henleywm henleywm Jan 8, 2015 10:01 AM Flag

    You fail to mention the name of the other party in the new JV. We will assume you don't know and are on a fishing expedition.

  • henleywm henleywm Jan 7, 2015 1:27 PM Flag

    Very accurate remarks. I notice your truthfulness doesn't make you a lot of friends around here. Fortunately, you seem to have the necessary thick skin to stick it out. Thanks.

  • henleywm henleywm Jan 3, 2015 11:23 AM Flag

    What are you talking about? 2020 is not a target year for KNDI longs. That's the year incentives expire under the current rule. If the rule stays the same, that could be a bad year for KNDI. I have read a few of your posts this morning and you seem to take the attitude that someone owes you information about the company or that longs should care whether you stay or go. Why would that be? Bragging about your investments is both boring and rude. I don't really care what you have done or will do, but if you are keeping your eye on Cuban, that says a lot, and is borderline funny.

  • Reply to

    Kewa Luo Group Vice President

    by sailbad2011 Dec 31, 2014 9:32 AM
    henleywm henleywm Dec 31, 2014 9:38 AM Flag

    Yes, I suspect you're a far more accomplished liar.

  • Reply to

    Need to learn the English better

    by yesplease321 Dec 30, 2014 5:43 PM
    henleywm henleywm Dec 30, 2014 8:40 PM Flag

    The language issue does have some importance. If I were listing my company on a foreign exchange, as KNDI is, I would hire a public relations spokesperson who spoke the language fluently. Perception is important. I also agree that technicals and fundamentals are of greater importance in the long run but there is almost no discussion offered up on this board. If this is ones only forum for discussion and debate, then due diligence is essential.

  • henleywm henleywm Dec 30, 2014 12:30 PM Flag

    Thanks for the heads up. We can use some PR.

  • Reply to

    Wag/ AB merger brought to you by!!!

    by robbsbeach Dec 26, 2014 11:02 AM
    henleywm henleywm Dec 26, 2014 11:17 AM Flag

    Of course there are legal fees and banking fees associated with this merger. When did you last see a merger accomplished without bankers and lawyers? That's not an argument against merger. Your remarks about the post-merger debt load are similarly flawed. Yes there will be considerable debt taken on. Likewise there will be increased revenues, profits and cash flows. Right now WAG has $4.5 billion debt and free cash flow of $2.66 billion. CVS, a company you frequently favor over WAG has $13.06 billion debt and free cash flow of $3.9 billion. So the CVS debt/free cash flow is 3.36 while WAG debt/free cash flow is about half that at 1.69. Clearly WAG can assume a lot more debt without risking being out of line compared to it's competition. Debt is cheap. As long as the increased debt is easily serviced by cash flows I see no problem. Let's leave it to the likes of Moody's and Standard & Poor's to sort it out.

  • Reply to

    When will Wag be Delisted??

    by robbsbeach Dec 22, 2014 1:10 PM
    henleywm henleywm Dec 22, 2014 8:24 PM Flag

    WAG is delisting from the NYSE and listing on the NASDAQ. They are not being delisted. They are the subject of the action, not the object. Leave it to a simple minded basher to twist the words to his own purposes.

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