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

To: Spekulatius who wrote (63133)	1/10/2020 10:15:40 AM
From: bruwin	Read Replies (1) \| Respond to of 78743

" ... and the business has serious issues" Agreed. And the way I see it, here a a few contributory factors .... Gross Margin not exceptional, but SG&A very high chewing up about 85% of Gross Profit. Only 3.3% of Revenue left over at EBITDA. WBA has Total Revenue of over $137 billion and all that is left is $3.7 billion, i.e. 2.7%. Fortunately Debt is not out of control and not excessively costing the company. So are things looking like there's a possible reversal in WMB's financial "decline" ? It doesn't look that way with Net Income declining steadily over the last 5 Quarters, which, it seems, the 'Market' has very likely taken note of ........ There could be those who will wait until WBA declines to about $48 a share on the presumption that "it can't go lower than that" ..... Well, if WBA's financials keep declining it could very well go lower than $48 .......