Walgreens

Magic Markets #209: AI, Trump and turnarounds

Magic Markets2025-01-29T18:29:57+02:00

As we sign off on January, it's been a month of major moves in markets. Globally, the valuation risks in AI were thrust into the spotlight in recent days based on the emergence of DeepSeek. Geopolitical risks are also a major feature of 2025, with some of Trump's recent actions showing that we are in for a bumpy ride. And yet, there are some turnaround stories out there that had a great January. Is the market looking for value opportunities in unusual places based on fear of how far tech has run? Nike, Walgreens and Burberry have all been researched in Magic Markets Premium this month and we highlight that basket in this show.

Magic Markets #209: AI, Trump and turnaroundsMagic Markets2025-01-29T18:29:57+02:00

Walgreens: A headache, or chronic pain?

Magic Markets2025-01-15T20:38:45+02:00

Walgreens is a leading retail pharmacy group that is in a turnaround process. With a strong recent rally in the share price, the market likes what it is seeing – but that rally has come after plenty of pain in the share price. Structurally, the business has some weak spots that make it a difficult long-term play. Tactically though, 2025 could bring opportunities to those who watch the stock closely.

Walgreens: A headache, or chronic pain?Magic Markets2025-01-15T20:38:45+02:00

Magic Markets #207: Retail turnarounds – high risk, high reward?

Magic Markets2025-01-15T18:42:35+02:00

Stories like Nike and Walgreens in the international market (both recently covered in Magic Markets Premium), as well as Pick n Pay in South Africa, tend to grab the imagination of investors as they go through a turnaround. In this episode, we start off with some of the key macroeconomic indicators that investors and traders use to assess the health of the retail industry. We then go into the process of a typical turnaround, along with the milestones that are usually seen. Turnarounds in the retail sector are highly speculative and therefore offer strong rewards for those who get them right. This podcast will increase your understanding of how these turnarounds work.

Magic Markets #207: Retail turnarounds – high risk, high reward?Magic Markets2025-01-15T18:42:35+02:00

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