Value-oriented shares have been performing well recently and have been supported by gains in the consumer staples sector. There is a multitude of experts proclaiming that value stocks will be en vogue in 2023 – and indeed, many have already started to rally in 2022’s late innings.
Today’s recommendation is a company from a defensive industry with a reputation for being resilient during times of economic weakness that’s currently trading at a discount and seems to be gaining traction as investors focus more on finding value.
The U.S. Economy is headed for trouble…
Why are stocks absolutely soaring right now…? Yet at the same time millions of Americans are out of work… Commercial bankruptcies are piling up… Delinquent credit card debt is skyrocketing… Not to mention, we are smack in the middle of a pandemic that has all but forced our economy to a grinding halt… Something’s just not adding up. Friend, if you are confused by all of this… You are not alone… [Full Story]
Trusted neighborhood pharmacy Walgreens Boots Alliance (WBA) has always been a popular place for consumers, but like many consumer-driven businesses, Walgreens has been under pressure in 2022. As both a healthcare play and a consumer staples retailer, WBA is known for remarkable stability throughout the years both in terms of margins and revenue, making it an attractive option for anyone seeking dependable value.
The company’s $5.2 billion investment in primary-care business VillageMD last year set the stage for the launch of doctor’s offices at hundreds of Walgreens locations across the country. While management cautioned that it could take two years for the partnership to scale to “a reasonable level of operations” for patient investors, the collaboration will likely provide solid growth opportunities for the business. Walgreens management sees 1,000 co-located clinics across more than 30 markets by 2027.
Despite rallying 30% in recent weeks, WBA is still trading at a significant discount compared to peers. WBA is valued at around 25% of total sales, compared to top competitor CVS Health (CVS), which is currently valued at about 40% of total sales. CVS now trades at nearly 12 times forward earnings, while WBA trades at less than 7.5 times earnings. The stock also boasts an impressive 4.7% and is still down 23% this year, but may continue to build on recent momentum as investors turn their focus towards value.
A company with 400 million ‘patents’
One company has quietly compiled more than 400 million official trade secrets.
Trade secrets are like patents in that they protect valuable and proprietary information…
But unlike patents, trade secrets take less time to register… and more importantly, they never expire.
Which is a huge advantage for this little-known company.
You see, this company is using these trade secrets to build the world’s largest “codebase,” which will bethe key to it becoming “America’s Next Big Monopoly.”
Not surprisingly, Wall Street is starting to take notice. And the smart money is already pouring in.
Tech investor Cathie Wood has invested over $80 million already, and Microsoft founder Bill Gates has invested as well.
Get the details here before this story hits the mainstream media.