Q: I'm considering a very small position in WBA as a "contra", turn-around pick. I recognize that this is not the type of stock 5i would consider investing in. However I value your opinion on this name despite its warts already mentioned in past Q&A:
- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.
- How sustainable is the new dividend payout?
- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?
- In your opinion, how susceptible is their business model to disruption?
- Do you see about a 5 P/E based on projected earnings? Other metrics also seem better than the last 10 years.....of course for a reason.
- How sustainable is the new dividend payout?
- Do they have the capability to cut costs enough to bring the debt load down to acceptable levels?
- In your opinion, how susceptible is their business model to disruption?