Nobody likes a dividend dropper, but maybe they should.

Motley Full Money. I'm Deidro Willard here with Motley Full Endless, Bill

Bill Barker. Bill, good to see you. Happy New Year.

Happy New Year, thanks for having me.

I love to talk earnings. It's been, it's been a minute since I got to. I feel like we're currently in the calm

before the storm in a few weeks, but we do have some to talk about, exciting to me at least.

I want to start with the one I'm watching closely. I'm a shareholder of Walgreens, Boots Alliance, more formally, you know, we just call it Walgreens,

but I'm interested in this one for two reasons.

So you've got this new CEO, Tim Wentworth, he's got a health care background. He replaces the CEO. I really was excited about Ross Brewer. She was there, I think less than two years. That didn't really work out. And you've also got this company that's kind of in this pharmacy

to health care shift.

So Bill new CEO, how long before I start to get judging Tim Wentworth's performance?

Oh, I don't know. judging Tim Wentworth's performance.

Oh, I don't know. Have you listened to him? If you listen to the conference calls, you can judge him right away if you want. I did listen, yes.

And what did you think? I feel like he's very aware of the problems the company is facing and I feel like he does have he has a plan and I

always like to I'd like someone who feels like they know what the plan is even when a

company is not in the best base at this point. All right so you know what the plan is and

he's explained it and so you understand what you think they're up to and you know at the

point at which he is offering timelines or directions that don't appear, then you can judge him poorly.

At the moment, he came in, what, early October, early mid-October.

This is the first report since he came in. You expect something a little bit like this, a sort of a big bath report where you throw in a bunch of charges and you sort of wave all that in the past one-time stuff going

forward you know I'll be judged you know from the point at which I have cleaned up the mess and this was part of

defining some of the financial position of the company as a mess that is being put into the back, put into the past that

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