AmerisourceBergen Corp.

  • A 6% Drop in the Largest National Drugstore Is a Buying Opportunity

    By Anh HOANG - June 27, 2013 | Tickers: ABC, CAH, WAG

    Walgreen (NYSE: WAG) has recently experienced a nearly 6% drop to around $45.20 per share, losing nearly $2.7 billion in market capitalization within just one trading day. The daily drop was caused by Walgreen’s recent third quarter earnings results, which missed analysts’ estimates.

    Should long-term investors consider this drop a buying opportunity? Let’s find out.

    Third quarter earnings results grew but missed estimates

    Walgreen’s third more »

  • Despite a Big Contract Loss, This Healthcare Service Company is a Buy

    By Anh HOANG - June 19, 2013 | Tickers: ABC, CAH, MCK

    In the first quarter of 2013, many famous investors either exited or reduced their positions in Cardinal Health (NYSE: CAH). While Larry Robbins, Scott Black and Jim Simons sold out their positions, Joel Greenblatt and Paul Tudor Jones reduced their exposures to this stock. Indeed, Cardinal has recently lost several big contracts, implying declining sales over the next year.

    Used to rely on two major customers

    Cardinal Health had two more »

  • Playing the Pharmaceutical Distribution Stocks

    By Anh HOANG - May 7, 2013 | Tickers: ABC, ESRX, WAG

    According to Barron’s, Maxim Group ranked Express Scripts Holding Company (NASDAQ: ESRX) as a buy after its better-than-estimated first quarter earnings results. Since the beginning of the year, Express Scripts has experienced a gain of 10.4%, lower than the S&P 500’s gain of nearly 11%. However, in a longer historical time horizon of 5 years, the company has gained more than 67.5%, leaving the S more »

  • Drugstore Wars: Walgreen or CVS Caremark?

    By Joseph Harry - May 7, 2013 | Tickers: ABC, CVS, WAG

    Drugstores should make viable investments going forward as a way to play the demand for drugs that will inevitably increase with an aging population that's led by the baby boomers. The Affordable Care Act, or "Obamacare," should also fuel demand for cheaper generics, as well as generate more foot traffic in stores such as Walgreen (NYSE: WAG) and CVS Caremark (NYSE: CVS)). So which drugstore makes a better investment more »

  • Missed the Rally? 4 Stocks Worth Buying at All-Time Highs

    By John Macris - April 23, 2013 | Tickers: ABC, KMX, VFC, WAG

    After nearly four months of strength, U.S. stocks showed their first chink in the armor as all three major indices dropped more than 2% during the week of April 15 -- the largest losses so far in the New Year.

    A pullback was seemingly inevitable as a growing number of market pundits cited poor economic data, persistent unemployment, and weakness in the commodity markets. All of these signs are legitimate more »

  • Obamacare Is Here: 2 Healthcare Stocks to Buy Now

    By Joseph Harry - April 7, 2013 | Tickers: ABC, CAH, WAG | Editor's Choice

    President Obama's Affordable Care Act is seemingly shifting the landscape of the healthcare industry. Firms are looking to cut costs to keep up with the expectations of the current administration -- expectations that seek to lower spending on healthcare, while imposing taxes and regulations on many healthcare companies. Healthcare firms need to "get cheaper" to adapt, especially if they want to remain competitive, and many companies are.

    The largest global more »

  • Rite Aid Disappoints Again with March Numbers

    By Robert Lund - April 6, 2013 | Tickers: ABC, CVS, RAD, WAG

    Rite Aid Corporation (RAD) monthly sales declined by 2.0% and total drugstore sales declined by an additional 2.5% respectively on year-over-year according to a release by the company yesterday.

    Though March benefited from the Easter holiday this year, same store sales fell 2.0% versus the prior year's period. Total front-end sales did reflect the addition of the Holiday as sales rose 3.8% Y/Y with more »

  • Obamacare Is Here: 2 Healthcare Stocks To Buy Now

    By Joseph Harry - April 4, 2013 | Tickers: ABC, CAH, WAG

    President Obama's Affordable Care Act is seemingly shifting the landscape of the healthcare industry. Firms are looking to cut costs to keep up with the expectations of the current administration-- expectations that seek to lower spending on healthcare, while imposing taxes and regulations on many healthcare companies. Healthcare firms need to "get cheaper" to adapt, especially if they want to remain competitive, and many companies are.

    The largest global more »

  • What Will the Big Contract Mean for the Future?

    By Mike Thiessen - April 4, 2013 | Tickers: ABC, CAH, CVS, WAG

    The recent announcement that American drugstore giant Walgreen (NYSE: WAG) would enter into a long-term distribution contract with drug wholesaler AmerisourceBergen (NYSE: ABC) grabbed the attention of market-watchers and sent shares of both companies higher. As part of the deal, Walgreen and its equity partner Alliance Boots also purchased a small but significant stake in the company and received warrants to purchase additional tranches in the future.

    This deal has more »

  • What Will The Big Contract Mean For The Future?

    By Mike Thiessen - April 1, 2013 | Tickers: ABC, CAH, CVS, WAG

    The recent announcement that American drugstore giant Walgreen (NYSE: WAG) would enter into a long-term distribution contract with drug wholesaler AmerisourceBergen Corporation (NYSE: ABC) grabbed the attention of market-watchers and sent shares of both companies higher. As part of the deal, Walgreen and its equity partner Alliance Boots also purchased a small but significant stake in the company and received warrants to purchase additional tranches in the future.

    This deal more »

  • How to Profit from This Big Agreement in the Pharma Distribution Business

    By Anh HOANG - March 26, 2013 | Tickers: ABC, CAH, WAG

    Recently, Walgreen (NYSE: WAG) and its partner Alliance Boots have announced that they reached a 10-year agreement with AmerisourceBergen (NYSE: ABC) for the distribution of branded, generic and specialty pharmaceuticals to Walgreens’ retail stores and specialty pharmacies. At the moment, Walgreen is distributing more than 80% of its own drugs, but with this long-term agreement AmerisourceBergen will increasingly handle distribution for Walgreen. The deal seems to be quite beneficial for more »

  • This Pharma Products Company Is Still A Buy

    By Marshall Hargrave - March 22, 2013 | Tickers: ABC, CAH, COV, MCK, WAG

    Cardinal Health (NYSE: CAH) took a big hit last week, down as much as 8% on the news that its pharmaceutical distribution contract with Walgreen Company (NYSE: WAG) would not be renewed. The agreement is scheduled to expire at the end of August 2013. So is the pull back a buying opportunity, or is the fact that Walgreen accounts for over 20% of Cardinal revenues a reason to run?

    Cardinal more »

  • Bulking Up In The Right Places

    By Reuben Brewer - March 1, 2013 | Tickers: ABC, CAH, ESRX

    Cardinal Health (NYSE: CAH) is buying privately held AssuraMed, a supplier of products for home use to treat diabetes, wounds, and incontinence, among other things. This is a great fit for a company that has been facing an increasingly difficult business environment. In fact, it could position the company well for the upcoming wave of ill baby boomers.

  • Cardinal Health Shows China Growth Engine

    By Jacob Wolinsky - February 26, 2013 | Tickers: ABC, CAH, MCK

    ValueWalk.com was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news.  The site contains archives of famous investors, and many investor resource pages.

    The site is famous among the value investing community as one of the best sites for evergreen and new content. ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments  by major funds.

    You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.

  • Apple Is Amongst This $3 Billion Fund’s Top Picks

    By Meena Krishnamsetty - January 22, 2013 | Tickers: ACT, ABC, AAPL, CHTR, MIC

    Established in 2008, Senator Investment Group was faced with extreme market conditions in its infancy, but that didn’t stop founders Douglas Silverman and Alexander Klabin from accumulating almost $3bn in assets under management. The two investors worked at York Capital Management prior to opening their fund, honing their skills in value, event-driven, and special situation/distressed investing. We at Insider Monkey recently took a peek at their latest 13F more »

  • Does This Company Have a Prescription for Investor’s Portfolios?

    By Ryan Guenette - January 2, 2013 | Tickers: ABC, CTRX, CVS, ESRX, UNH

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As 2013 begins, I would like to pinpoint on a leading pharmacy benefit manager, Express Scripts (NASDAQ: ESRX).

    <img src="http://stockcharts.com/c-sc/sc?s=ESRX&p=D&yr=1&mn=0&dy=0&i=t88238634911&r=1356617081533" />
     

    Strengths:

    • Explosive Revenue Growth: In 2006, Express Scripts reported revenue of $17.6 billion; in 2011, the company announced more »
  • Is This Pharma Stock a Good Investment?

    By Meena Krishnamsetty - September 27, 2012 | Tickers: ABC, ARNA, FRX, QCOR, VVUS

    Questcor Pharmaceuticals, Inc. (NASDAQ: QCOR) made our list of terrible twenty stocks earlier this week. Shares of the drug manufacturer have lost more than 60% over the past three months, and are currently a favorite of short sellers – the stock sports a short interest over 30%. These declines come at an interesting time for Questcor, when many investors were buying into the notion of the company’s “multi-functional” drug, Acthar more »

  • Why Does Robert Emil Zoellner Love These 5 Stocks?

    By Meena Krishnamsetty - September 27, 2012 | Tickers: ABC, ARBA, CBE, DUK, UTX

    Robert Emil Zoellner is the President and Chief Portfolio Officer at Alpine Associates Advisors. Zoellner graded from Lehigh University in 1954 with a Bachelor’s degree in electrical engineering, then served two years in the Air Force before beginning his career on Wall Street. Zoellner founded Alpine over 30 years ago.

    Alpine Associates, established in 1976, is a privately owned hedge fund sponsor. The New Jersey based investment firm uses more »

  • The COO and Interim CEO Agree: Buy this Stock

    By Meena Krishnamsetty - August 11, 2012 | Tickers: ABC, CAH, MCK, OCR

    On Aug. 3, according to a recent filing with the SEC, the COO of Omnicare (NYSE: OCR) purchased 10,000 shares at an average price of $32. The COO, Nitin Sahney, is also the president of Omnicare’s Specialty Care Group. Omnicare is a $3.6 billion market cap company providing pharmaceuticals and pharmacy services.

    Insider Monkey tracks insider purchases such as this one -- which, investors will note, Sahney used more »

  • Super Monkey Portfolio Addition: AmerisourceBergen

    By Andrew Dillard - January 18, 2012 | Tickers: ABC

    Welcome to the Super Monkey Portfolio, which was created with three simple goals: beat the market, make money, and have fun. Stocks selected for the Super Monkey Portfolio are originated through a random ticker generator. From there, my resident Super Monkey makes his selections based off of a list of qualifying factors and criteria.

    Good news, the Super Monkey Portfolio is still beating the market.  As I write this, the more »

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