AmerisourceBergen Corp. (ABC)

Prodigy16 (80.16) Submitted: 10/27/2009 4:44:38 PM : Start Price: $22.73 ABC Score: +6.14

Joel Greenblatt Pick

TMFConan (96.59) Submitted: 7/28/2009 9:11:19 AM : Start Price: $19.18 ABC Score: +16.69

mfi pick 2

coryjobe (88.51) Submitted: 5/16/2009 10:58:14 PM : Start Price: $17.48 ABC Score: +18.57

AmeriSource Health and Bergen Brunswig. The company is a full service wholesale distributor of pharmaceutical products and related health-care services in the U.S. It operates in two segments: Pharmaceutical Distribution and PharMerica, its international
pharmacy.

In December, the company posted an impressive 18% year-over-year earnings advance, on a somewhat more modest 3.5% sales improvement, with much of the good news attributable to ABC’s two growth drivers, generic drug distribution and its specialty distribution and related services business.

The company finished off the first quarter of fiscal 2009 with roughly $471 million in cash, a rather impressive accomplishment given that it repurchased over $88 million in outstanding stock during the interim. In total, we look for ABC to buy back a total of approximately $350 million of its stock by the end of the current fiscal year.

Kinzo (98.86) Submitted: 5/15/2009 5:57:22 PM : Start Price: $17.48 ABC Score: +18.57

Morningstar pick

Afropuffashion (< 20) Submitted: 3/5/2009 1:31:06 PM : Start Price: $15.32 ABC Score: +1.00

good drug distrubution

hdeamer (77.79) Submitted: 3/5/2009 12:25:00 PM : Start Price: $15.27 ABC Score: +2.11

1 3-6-9.

kavaron (38.85) Submitted: 12/31/2008 5:10:24 AM : Start Price: $17.28 ABC Score: +18.70

A nice pennant has formed around $35! Buy now and hold for a few weeks

Adamk0310 (53.48) Submitted: 12/26/2008 3:52:00 PM : Start Price: $17.01 ABC Score: +17.96

Not an insane value, but still looks pretty cheap.

PolarSleuth (31.29) Submitted: 6/30/2008 12:23:46 AM : Start Price: $19.21 ABC Score: +41.01

If I were head of a hospital looking to outsource the ordering, warehousing, and dealing with deliveries of medicines, I would take a long hard look at the Gross Operating Profit of the candidate companies. AmerisourceBergen Corporation has a very stable Gross Operating Profit.

No matter how I slice it, this one seems to be a value.

pnouri (98.76) Submitted: 5/23/2008 12:44:31 PM : Start Price: $20.31 ABC Score: +39.93

Cheap, buy and hold.

priyankajha (49.54) Submitted: 10/10/2007 2:35:33 PM : Start Price: $22.41 ABC Score: +37.28

Looks interesting.

aaroger (26.05) Submitted: 7/25/2007 11:41:32 AM : Start Price: $23.51 ABC Score: +29.66

56

glunerman (< 20) Submitted: 3/20/2007 5:18:26 PM : Start Price: $25.09 ABC Score: +16.97

Should outperform competition