AmerisourceBergen Corporation: Increase the “Health” of your Portfolio

by David Fessler, Advisory Panelist

Several weeks ago, we focused on the distribution side of the health care industry as yet another overlooked area that should continue to do well during our economic downturn.

We discussed one of the largest “Grainger-like” companies in the health care industry, Cardinal Health, Inc. (NYSE: CAH). Cardinal is an $87 billion global manufacturer, supplier and distributor of medical products.

Given the sheer size of the medical equipment and drug market - the global pharmaceutical market alone is estimated to be north of $700 billion annually - it shouldn’t be too surprising that Cardinal has a competitor or two…

One of its biggest is AmerisourceBergen Corporation (NYSE: ABC), a large, global pharmaceutical services company with operations in Canada, Great Britain and the United States.

AmerisourceBergen Corporation’s Products & Services

AmerisourceBergen Corporation was

Investing in Crude Oil: The Best Way to Play Oil’s Imminent Rebound

by Louis Basenese, Advisory Panelist
Senior Analyst, The Oxford Club

Billionaire investor George Soros and I don’t normally see eye to eye. He supports drug decriminalization, assisted suicide, America bashing… and a host of other off-the-reserve liberal causes.

I don’t. I’m an old-school Reagan conservative. (Full disclosure – I’m so old school, I named my first born after the late President.)

But here’s the thing. When it comes to investing, great political divides matter little. Because it’s not about getting our guy elected or unashamedly pushing a partisan agenda.

Instead, business – and by extension, investing in businesses – is only about increasing profits, as Milton Friedman put it. And based on the latest SEC filing for Soros’ hedge fund, we both agree on the best way for investing in crude oil’s imminent rebound…

Interested in Making Money

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