Walgreen Company

  • David Einhorn Bets on a Rite Aid Turnaround

    By Sam Mattera - August 16, 2013 | Tickers: CVS, RAD, WAG

    Hedge fund manager David Einhorn looks to be betting on Rite Aid’s (NYSE: RAD) resurgence. In the second quarter, Einhorn’s fund, Greenlight Capital, bought up 20.2 million shares of the drugstore.

    Rite Aid has been on a steady upswing all year, and Einhorn’s Rite Aid trade is almost assuredly profitable. Year-to-date, shares of Rite Aid are up more than 158%, and further upside is possible.

    Pharmacies more »

  • This Company Is Quietly Growing

    By Dan Moskowitz - August 15, 2013 | Tickers: DG, FRED, WAG

    Despite Fred’s (NASDAQ: FRED) having been around since 1947, there’s a pretty good chance you have never heard of it. That is because Fred’s is situated in small to medium-sized towns in the Southeastern United States. Furthermore, it caters to mostly low to middle-income consumers. Unless you are a low to middle-income consumer living in the Southeastern U.S., or unless you are a hardcore investor who more »

  • Ignore The Market Noise -- This Health Care Play Is A Good Value

    By Lee Samaha - August 15, 2013 | Tickers: CVS, WAG

    Note: A previous version of this article identified CVS as CVX. This version has been amended. 

    Sometimes the best thing to do in investing is nothing. In the case of the pharmacy chains CVS (NYSE: CVS) and Walgreen(NYSE: WAG), this policy has been a winning one over the last year.

    Their stock prices have risen by 34% and 39.4% respectively in that period, mixed with short downward moves more »

  • Is Rite Aid Headed the Right Way?

    By Lior Cohen - August 12, 2013 | Tickers: CVS, RAD, WAG

    Note: This article has been corrected to reflect accurate valuation metrics for Rite Aid.

    The healthcare retail market isn’t showing many signs of growth so far, but this didn’t hold back shares of Rite Aid (NYSE: RAD) from rallying this year: the company’s stock jumped by a staggering 140% (to-date). Besides the company’s recovery, many investors are expecting that Obamacare will boost the healthcare retail market more »

  • Drugs Can Make You Money

    By Dan Moskowitz - August 10, 2013 | Tickers: CVS, RAD, WMT, WAG

    The drug store industry is changing in a fascinating yet somewhat predictable manner. As the consumer weakens due to lower wage growth and increased taxes, generic drugs are becoming more popular than brand name prescription drugs. In most cases throughout the industry, this has led to a decline in revenue and increased profitability. The decline in revenue stems from generics selling at lower prices than brand name prescription drugs, and more »

  • A Good Buying Opportunity in the Pharmacy Space

    By Brian Nichols - August 8, 2013 | Tickers: CVS, RAD, WAG

    CVS Caremark’s (NYSE: CVS) earnings pushed the entire pharmacy space lower on Tuesday, but was the report really that bad, and are stocks in the industry worth buying?

    The patent cliff

    CVS ticked lower by almost 3% on Tuesday, taking the stock’s year-to-date gains to 24%. For the quarter, we saw the recurring event of weaker revenue and higher margins caused by new generic introductions.

    CVS’ revenue grew more »

  • 3 Dividend Stocks to Take Into 2014

    By Ted Cooper - August 8, 2013 | Tickers: CVS, XOM, WAG

    As the back-half of 2013 gets underway, it is time for investors to position their portfolios for 2014. In addition to the usual full-year earnings releases in the first half of the year, a new Federal Reserve Chairman will be appointed to replace the outgoing Ben Bernanke.

    In light of the fragile state of the U.S. economy and the prospect of Federal Reserve tapering, investors need to be ready more »

  • CVS Is a Good Example of a "Sleeper Hit" Stock

    By Marcus Tisdale - August 6, 2013 | Tickers: CVS, RAD, WAG

    CVS Caremark is one of those stocks that appears as if everyone knows what it is and where it's going, and seems predictable enough, but ends up surprising everyone with gains out of nowhere. Akin to the stock version of a "sleeper hit" movie. The company has been around for over 30 years, but in the last year the stock somehow managed to log almost 28% growth in it more »

  • What Is the Best Play on Retail Pharmacies?

    By Matthew Frankel - July 31, 2013 | Tickers: CVS, ESRX, WAG

    CVS Caremark (NYSE: CVS) is one of my favorite “safety” stocks, that is, a company that is well positioned to do well in any type of economic environment. The company makes well over half of its money from its pharmacy services, and with the aging U.S. population and new health care laws, demand for prescription medications isn’t going anywhere anytime soon. 

    My only concern is that with shares more »

  • Are Drug Stores Really a Threat to Dollar Stores?

    By Daniel Jennings - July 31, 2013 | Tickers: FDO, WAG

    Dollar stores like Family Dollar would like to be a threat to drugstore operators like the Walgreen Company (NYSE: WAG) and CVS Caremark. The so-called small box discounters sell many of the same products as drugstores at a lower price, and they target many of the same low-income customers. Yet the truth is that it might be drugstores that are the threat to dollar stores.

    Family Dollar’s newspaper inserts more »

  • Drug Stores Set to Profit From Obamacare

    By Phillip Woolgar - July 30, 2013 | Tickers: CVS, ESRX, WAG

    As the implementation of Obamacare moves forward, drug stores are set to profit from it, as people who were previously not receiving treatment now have that option. The switch has many pharmacies changing operations, as they get ready for Obamacare's full implementation in 2014.

    Walgreen is re-branding 

    Walgreen (NYSE: WAG) is re-branding over 370 locations into "Healthcare Clinics," and this shows the company is gearing up to provide medical more »

  • This Executive Is Betting Millions on His Business; Should You Do the Same?

    By Sarfaraz Khan - July 30, 2013 | Tickers: CVS, RAD, WAG

    Insider buying by directors and executives of any company is always appealing since they have more information about their business than most outsiders, particularly individual investors (these officials mostly plan their purchases in advance). Insider buying is usually considered a good sign as these executives would only invest when they are fairly certain that the stock is either undervalued or is going to rally in the near future.

    A recent more »

  • Dividend Achievers for the Long Haul, Part 3

    By Greg Williamson - July 29, 2013 | Tickers: AOS, ITW, WAG

    This is part 3 (click here to view part 2 ) of a series of articles focusing on companies within the dividend achievers index. This index consists of companies with a streak of at least 10 consecutive years of dividend increases. Most of the constituents of this index are well managed and have sustainable business models, resulting in consistent earnings growth, which is a must in order to pay a significant more »

  • Will This Retail Drugstore Chain Continue to Heat Up?

    By Lior Cohen - July 26, 2013 | Tickers: CVS, RAD, WAG

    The drugstore retail market hasn't pulled up despite the slow recovery of the U.S economy. Nonetheless, one of the leading drugstore chains, Walgreen (NYSE: WAG) has been making great strides in the stock market: The company’s stock rose by nearly 38% (year-to-date). Will its recent rally continue?

    Healthcare sector sales are slowly rising

    Based on the latest survey of the U.S Census Bureau, U.S retail more »

  • Three Dividend Stocks for Your Portfolio

    By Ted Cooper - July 24, 2013 | Tickers: CHRW, XOM, WAG

    In what appears to be an unending period of low interest rates, many conservative investors looking to protect their purchasing power are no longer having their needs met by the credit market. Instead of buying a bond that may barely keep pace with inflation, investors should turn toward conservative equities that pay a solid dividend.

    A solid dividend may be defined as one that increases each year and has significant more »

  • A Healthy Investment?

    By Dan Moskowitz - July 24, 2013 | Tickers: CVS, GNC, WAG

    GNC Holdings (NYSE: GNC) has been on a tear since going public. But this seems to be the norm throughout the broader market. As was the case in the late 1990s, you can throw a dart at a list of stocks, and whichever one you land on will likely make you money.

    As long as the Fed's stimulus remains in place, interest rates stay low, and companies cut costs more »

  • Is the Bull Run over for These 3 Pharmacy Stocks?

    By David Gould - July 24, 2013 | Tickers: CVS, RAD, WAG

    If you are looking to get into pharmacy stocks, the temptation is to look at those with turnaround potential. These highly risky stocks supposedly have attractive returns that will compensate investors for the degree of risk they take on, right? Below, I review this proposition by focusing on the real numbers and facts behind Walgreen (NYSE: WAG) and RiteAid (NYSE: RAD).

    Walgreen in a stronger position

    Walgreen's latest acquisition more »

  • Insiders Have Recently Bought These Stocks

    By Meena Krishnamsetty - July 22, 2013 | Tickers: ACN, BF-B, ENH, PAY, WAG

    According to Insider Monkey’s analysis of studies on insider transactions, there is a small outperformance effect for stocks bought by company insiders (read our analysis of studies on insider transactions). This finding is generally attributed to the fact that unless insiders are particularly confident in the company, they will choose to diversify their wealth rather than buy stock and therefore, increase their company-specific risk.

    Investors can’t imitate every more »

  • This Drug Store Chain Beats The Rest

    By Bob Ciura - July 16, 2013 | Tickers: CVS, RAD, WAG

    Your corner pharmacy might not seem like a worthwhile investment idea, but what you may be surprised to know is that the stocks of the major drug stores in the United States are on fire. In recent months, investors of stocks such as Rite Aid (NYSE: RAD) and CVS Caremark (NYSE: CVS) have been handsomely rewarded with skyrocketing returns.

    Within the drug store industry, there’s one company that leads more »

  • Generic Drugs Set to Improve Margins at Drug Stores

    By usman iftikhar - July 12, 2013 | Tickers: CVS, ESRX, RAD, WAG

    For U.S. markets, the expiring patents and increasing demand and availability of generics are going to be some of the crucial elements affecting the future profitability of drug store operators. This trend was seen in the recent results reported by Walgreen (NYSE: WAG) and Rite Aid (NYSE: RAD).

    The substantial effects that the increase in the market share of generic drugs (in both prescription and over the counter market more »

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