Andrew Horowitz

Comment Stream » WAG (1)

Andrew Horowitz picture
45
Profile Articles (96)
Comment Stream
Filter comments by:
Highest rated Latest comments
Or filter by symbol:
    • Walgreen: Attractive Valuation and Growth Story
      Funny that I happened to see this idea today. I was just in a local Walgreens and it was PACKED! I realize it is the night before Valentines Day, but it is apparent that the strength for WAG is the last minute/convenience shopper.

      I agree that WAG does not need to directly compete with WMT, but it should also recognize that there is a need to be creative and have more to offer.

      There is a story about a small drug store that made its fortune by being creative. It sold very cheap tuna fish by the can and put it by the back register/pharmacy. There was always a long line at the pharmacy and everyone that came in thought it to be the pace to buy their prescriptions. So it grew and grew. The truth was that it was all about merchandising and not cost.

      WAG needs to think about that story and realize that they are not just a more convenient clone of WMT (which they are not) Same with investors.... WAG is a convenience store, one of the last corner pharmacies (loosely)...

      WAG could be a good growth story in the absence of political weight killing phara prices and ridiculous FDA oversight that is killing the entire extended industry. I still wonder with all of this, what WAG has up its sleeve to compete and profit.

      Rambling....Sorry

      www.thediscplinedinves...
      Feb 13 22:24 pm |Rating: 0 0 |Link to Comment |View article

Andrew Horowitz's Comments Stream Stats

  • 30 Comments, 0 , 0
  • Total Comment Stream rating - = 0