Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (63129)	1/9/2020 7:09:28 PM
From: E_K_S	Read Replies (3) \| Respond to of 78740

A DOW of the Dog play and this may be a good one for that. Not sure what other DOW stocks are considered a member of the 'Dow Of the Dogs' so if anybody has the list (w/ yields please post. The last time I held the basket of Dow Of the Dogs, worked out well and overall market at the time I believe was flat. Will research that a bit more. EKS

To: Wallace Rivers who wrote (63129)	1/9/2020 10:48:22 PM
From: Spekulatius	1 Recommendation Recommended By bruwin Read Replies (1) \| Respond to of 78740

re WBA - I owned this and sold out after the problem first showed up a couple of month ago. The last report was very poor and the adjustments to GAAP earnings become larger and larger, which to me is an indication of poorer earnings quality. My own take is that this turnaround will take a long time and the business has serious issues.

To: Wallace Rivers who wrote (63129)	1/9/2020 11:03:45 PM
From: T-Mac	Respond to of 78740

RE: WBA I like this one a lot and have been adding the last couple of days. FWIW, when I was working for this company the gross profit per prescription filled was north of $12. It seems like this number is sliding closer to $11/script these days but that does not worry me. They have continued to grow their market share and should their prescription business continue to be pressured downwards, this will only further increase their market share as lower volume competitors will be forced out. An aging population is a major tailwind here as well I'm also optimistic that they can squeeze more out of the front end of their stores. They have started bringing LabCorp into many stores and have been working on getting Boots' popular cosmetic line into even more stores. Additional strategies of bringing low-cost groceries into their stores through Kroger and revamping their technology with Microsoft could also bring improvements. Keep in mind they also own more than a quarter of drug distributor AmerisourceBergen. The company's CEO also owns a significant amount of the stock. All things considered, this company is certainly undervalued IMO.