10-28-2017, 04:00 PM
(10-28-2017, 11:21 AM)divmenow Wrote: I will never own AMZN. Wish I did at times lol but it doesn't fit in the kind of companies I invest in. MSFT and TXN are however.
WBA actually had a great earnings report the other day. They even raised guidance but Wall St doesn't care at this point since of all the talk of Amazon getting into the prescription business. And I just don't see them doing that. Too many obstacles to be able to run that kind of business. Just a huge over reaction that will soon pass.
To each his own of course. Mail order pharmacy is not a new nor very complicated business model. The news is that the giant has indicated they will wade into that space.
WBA does nothing special and has HUGE brick and mortar exposure/expense.
It is unlikely that WBA will outperform its past or AMZN anytime in the foreseeable future IMO.