abc – Alhambra Investments

Amerisource Bergen Earnings

By Joseph Y. Calhoun III|2013-01-24T08:06:51-05:00January 24th, 2013|Markets, Stocks|

Amerisource Bergen, part of our Global Opportunities portfolio, reported earnings this morning of $0.69/share, a couple of pennies better than expected. AmerisourceBergen Corporation (ABC) today reported that in its fiscal year 2013 first quarter, ended December 31, 2012, diluted earnings per share from continuing operations were $0.69, a 13 percent increase. Revenue in the quarter was $21.5 billion, up 6 [...]

Global Opportunities New Highs

By Joseph Y. Calhoun III|2012-12-19T12:44:30-05:00December 19th, 2012|Markets, Stocks|

12 of the 27 stocks held in our Global Opportunities portfolio are trading at or near their 52 week highs: ABC, AFL, AMGN, BAM, BIIB, BK, CELG, DASTY, KMB, LXP, V and BHP I think that is pretty remarkable. Most of these stocks we've owned for some time (some of them for years) and we aren't momentum traders so this [...]

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