Walgreen remains on a steady growth path, relatively unabated by industry or competitive threats.
More Quotes from Mitchell Corwin:
We have no problem with the board aiming for a higher price. However, should the company pursue the limited breakup alone, we have serious concerns about whether that risky strategy will ultimately yield better returns for current shareholders.Mitchell Corwin
We previously assumed Whole Foods' growth rate would trend down precipitously after five years because we believed the company, similar to many high-growth companies, couldn't sustain its rapid growth. We think we are being overly conservative with that assumption.
Mitchell Corwin
As expected, it was a messy quarter. Retail was expected to be fairly weak, maybe there was a little more weakness in the supply chain services than investors had expected.
Mitchell Corwin
I'm not as concerned because the company is gaining market share relative to its peers and generating strong earnings and strong cash flow.
Mitchell Corwin
The company continues to grow, unabated by industry and competitive threats.
Mitchell Corwin
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