Amerisourcebergen Corp (ABC-N) Stock Predictions - Stockchase
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Amerisourcebergen Corp (ABC-N)

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distributor of pharmaceutical products and services

wholesale distributors

Amerisourcebergen Corp

ABC-N

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Amerisourcebergen Corp (ABC-N) SAVE Apr, 22, 2019, 7:47 pm

71.06 1.39 (1.92%)

About Amerisourcebergen Corp (ABC-N)

AmerisourceBergen Corporation is an American drug wholesale company that was formed by the merger of Bergen Brunswig and AmeriSource in 2001. More at Wikipedia

What the experts are saying about ABC-N



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Signal Opinion Expert
DON'T BUY
It has a good cash flow and steady dividend. The problem is the business drivers are not very good right now. Cost pressures in the industry is causing them to cut costs, which leads to margin erosion. He would look elsewhere.
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It has a good cash flow and steady dividend. The problem is the business drivers are not very good right now. Cost pressures in the industry is causing them to cut costs, which leads to margin erosion. He would look elsewhere.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$74.170
Owned Owned
No

TOP PICK

One of the three major US drug distributors. Partnered with Walgreens to buy drugs from manufacturers in bulk, then sell to pharmacies and hospitals at profit. Trades at a low multiple. The industry has challenges: generic pricing has been soft and declining, but that's stabilizing now to ABC's margins. ABC has the highest exposure among its peers to specialty pharmaceuticals which are growing faster at higher margins. Their contracts are set through 2020.   (Analysts' price target $103.87)

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One of the three major US drug distributors. Partnered with Walgreens to buy drugs from manufacturers in bulk, then sell to pharmacies and hospitals at profit. Trades at a low multiple. The industry has challenges: generic pricing has been soft and declining, but that's stabilizing now to ABC's margins. ABC has the highest exposure among its peers to specialty pharmaceuticals which are growing faster at higher margins. Their contracts are set through 2020.   (Analysts' price target $103.87)

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$84.720
Owned Owned
Yes

BUY

This drug distributor controls huge volumes of non-proprietary distribution networks.  There is uncertainty in health care generally however.  It is very inexpensive here.  He would consider buying at these levels. 

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This drug distributor controls huge volumes of non-proprietary distribution networks.  There is uncertainty in health care generally however.  It is very inexpensive here.  He would consider buying at these levels. 

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$93.070
Owned Owned
Unknown

DON'T BUY

He is not a big fan of drug distributors.  The technical chart has been whippy.  He would prefer to see higher highs on the chart and confirmed by relative strength.  The healthcare space is neutral in their valuation.  (Analysts’ price target is $105 )

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He is not a big fan of drug distributors.  The technical chart has been whippy.  He would prefer to see higher highs on the chart and confirmed by relative strength.  The healthcare space is neutral in their valuation.  (Analysts’ price target is $105 )

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$89.090
Owned Owned
No

COMMENT
Amerisourcebergen Corp(ABC-N) 

February 15, 2018

CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side.

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CVS Health Corp (CVS-N) vs Walgreen Boots Alliance (WBA-O) or stay out of health care? He prefers Walgreen between the two, due to their Rite Aid acquisition. They feel that a safer option is AmerisourceBergen (ABC-N) as they are more on the distribution side.

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Mario Mainelli,

Portfolio , Caldwell Investment ...

Price Price
$97.600
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick April 4/16. Up 4%.) Part of the fallout from the healthcare situation in the US. Trading at very mid-teen multiples, much less than what the market is trading at. Also, this is partially owned by Walgreens (WBA-Q) who got the contract away from CVS (CVS-N), so there is going to be an extra 40 million prescriptions going to be written that Amerisource is going to take advantage of. He is going to continue to Buy more.

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(A Top Pick April 4/16. Up 4%.) Part of the fallout from the healthcare situation in the US. Trading at very mid-teen multiples, much less than what the market is trading at. Also, this is partially owned by Walgreens (WBA-Q) who got the contract away from CVS (CVS-N), so there is going to be an extra 40 million prescriptions going to be written that Amerisource is going to take advantage of. He is going to continue to Buy more.

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David Driscoll

President , Liberty Internationa...

Price Price
$89.140
Owned Owned
Yes

TOP PICK

One out of 5 pills we take are coming from this company. A very well-run company with a terrific free cash flow yield of just under 10%. Very profitable. Reasonably cheap, because healthcare has come under pressure. This is closely related to Walgreens (WBA-Q) which he has recommended in the past. Walgreens is their biggest customer. Dividend yield of 1.6%. (Analysts’ price target is $90.)

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One out of 5 pills we take are coming from this company. A very well-run company with a terrific free cash flow yield of just under 10%. Very profitable. Reasonably cheap, because healthcare has come under pressure. This is closely related to Walgreens (WBA-Q) which he has recommended in the past. Walgreens is their biggest customer. Dividend yield of 1.6%. (Analysts’ price target is $90.)

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John Burke

CEO & CIO, Burke Financial Stra...

Price Price
$92.230
Owned Owned
Yes

COMMENT

MCK-N vs. ABC-N.  He likes both, but prefers Cardinal Health (CAH-N).  Those running for election are talking limits of drug prices. 

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MCK-N vs. ABC-N.  He likes both, but prefers Cardinal Health (CAH-N).  Those running for election are talking limits of drug prices. 

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John Burke

CEO & CIO, Burke Financial Stra...

Price Price
$88.750
Owned Owned
Unknown

COMMENT

A big drug distributor. Part of the problem is drug pricing, and generic pricing has become a bit of a political issue as well. Have a sustainable and growing dividend, but now it is in a situation where even if management gets it all right, there is a huge investor turnover to work through before starting to make your money back. He tends to avoid these because the return over time is not very good.

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A big drug distributor. Part of the problem is drug pricing, and generic pricing has become a bit of a political issue as well. Have a sustainable and growing dividend, but now it is in a situation where even if management gets it all right, there is a huge investor turnover to work through before starting to make your money back. He tends to avoid these because the return over time is not very good.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$74.820
Owned Owned
No

TOP PICK

Inflation was driving their revenues and now has come off a bit.  It is a long term hold.  Over the counter oncology drugs are slowing and so pricing power is getting weaker.  Walgreen has been exercising some warrants and so is diluting the stock.  Now they should get back to doing what they are doing.  It may do nothing for 2 years.

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Inflation was driving their revenues and now has come off a bit.  It is a long term hold.  Over the counter oncology drugs are slowing and so pricing power is getting weaker.  Walgreen has been exercising some warrants and so is diluting the stock.  Now they should get back to doing what they are doing.  It may do nothing for 2 years.

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David Driscoll

President , Liberty Internationa...

Price Price
$87.160
Owned Owned
Yes

PAST TOP PICK

(BNN had the date as Nov 28/13, but I show Nov 8/13.) (A Top Pick Nov 8/13. Down 0.32%.) A distributor, not a manufacturer of pharmaceuticals. Have Walgreen (WAG-N) and Bootes as their biggest partners. Share price has been a little weak only because they issued warrants to Walgreens and issued long-term debt to buy back shares to offset the warrants. Going to start hitting its earnings growth over 2015-2016.

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(BNN had the date as Nov 28/13, but I show Nov 8/13.) (A Top Pick Nov 8/13. Down 0.32%.) A distributor, not a manufacturer of pharmaceuticals. Have Walgreen (WAG-N) and Bootes as their biggest partners. Share price has been a little weak only because they issued warrants to Walgreens and issued long-term debt to buy back shares to offset the warrants. Going to start hitting its earnings growth over 2015-2016.

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David Driscoll

President , Liberty Internationa...

Price Price
$69.790
Owned Owned
Yes

TOP PICK

(He recommends you take a half position only because these Top Picks are trading at multiples that are higher than average, but are still attractive as long-term investments.) Distributes pharmaceuticals to hospitals and doctors offices. With the recent joint venture with Walgreen’s (WAG-N) and Alliance Boots in England, this gives them a new footprint into Europe. There is a lot of room for this company to grow.

wholesale distributors
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(He recommends you take a half position only because these Top Picks are trading at multiples that are higher than average, but are still attractive as long-term investments.) Distributes pharmaceuticals to hospitals and doctors offices. With the recent joint venture with Walgreen’s (WAG-N) and Alliance Boots in England, this gives them a new footprint into Europe. There is a lot of room for this company to grow.

wholesale distributors
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David Driscoll

President , Liberty Internationa...

Price Price
$68.000
Owned Owned
Yes

PAST TOP PICK
Amerisourcebergen Corp(ABC-N) 

September 14, 2012

(A Top Pick April 11/12. Down 2.77%.) Hoping to hold this for 10 years. Pharmaceutical distributor to doctors’ offices and hospitals. This get them away from litigation risks and patent concerns and they don’t have to plough a lot of money into R&D. Revenues have been growing. Have been buying back about 10% of the float every year. Dividend has been rising at about a 20% clip over the last 5, 10, 20 years. When it hits $36, that’s when he usually steps in and buys more.

wholesale distributors
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(A Top Pick April 11/12. Down 2.77%.) Hoping to hold this for 10 years. Pharmaceutical distributor to doctors’ offices and hospitals. This get them away from litigation risks and patent concerns and they don’t have to plough a lot of money into R&D. Revenues have been growing. Have been buying back about 10% of the float every year. Dividend has been rising at about a 20% clip over the last 5, 10, 20 years. When it hits $36, that’s when he usually steps in and buys more.

wholesale distributors
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$37.360
Owned Owned
Yes

TOP PICK
Distributor of pharmaceutical products and services. Gets away from litigation risks. Volumes are big and margins are low but everything flows to the bottom line. Growing dividends by about 20% a year for the last decade. Have been buying back shares even after the stock options reduced the share count by about 10% a year for the past 5 years. Recent acquisition is a stepping stone into the rest of the world outside of the US.
wholesale distributors
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Distributor of pharmaceutical products and services. Gets away from litigation risks. Volumes are big and margins are low but everything flows to the bottom line. Growing dividends by about 20% a year for the last decade. Have been buying back shares even after the stock options reduced the share count by about 10% a year for the past 5 years. Recent acquisition is a stepping stone into the rest of the world outside of the US.
wholesale distributors
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David Driscoll

President , Liberty Internationa...

Price Price
$38.780
Owned Owned
Yes

PAST TOP PICK
Amerisourcebergen Corp(ABC-N) 

February 10, 2004

(Past top pick Decemebr 5, down 1.5%) Poor call. One of the largest drug distributors in U.S.A. Lost a major contract.
wholesale distributors
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(Past top pick Decemebr 5, down 1.5%) Poor call. One of the largest drug distributors in U.S.A. Lost a major contract.
wholesale distributors
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Brad Willock

Vice Presi, RBC Asset Management...

Price Price
$56.510
Owned Owned
Unknown

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