Tuesday, December 9, 2014

AbbVie (ABBV) 2014 Review

AbbVie Inc. was spun off from Abbott Labs.  It is a global research-based biopharmaceutical company that focuses on the development and marketing of advanced therapies for complex diseases such as rheumatoid arthritis, psoriasis, Crohn’s disease, HIV, cystic fibrosis, Parkinson’s disease and colitis.  When the spin off took place, we elected leave our investment in the entity versus the parent.  Because the spin off too place in 2012, there is little significant historical quantitative data.  However, the company should achieve above average growth as a result of:

(1)  rising Humira sales,

(2) strong product pipeline.

Negatives:

(1) generic competition,

(2) tough regulatory environment.

ABBV is rated Aby Value Line, has a 75% debt to equity ratio and its stock yields approximately 2.9%.

     Statistical Summary

                 Stock      Dividend         Payout      # Increases  
                 Yield      Growth Rate     Ratio        Since 2013

ABBV        2.9%          8%                46%              1
Ind Ave      2.9             5*                  50                NA 

                Debt/                      EPS Down       Net        Value Line
               Equity         ROE      Since 2012     Margin       Rating

ABBV       75%            65%            1               29%           A
Ind Ave     37               25              NA             20             NA

            *most companies in ABBV industry don’t pay a dividend.

       Chart

            Note: As you may know, ABBV was a recent spin off from Abbott Labs.  The chart is the entire trading history of the stock.  Since the Dividend Growth Portfolio owns a full position in ABBV, the good news is that the stock has been in an uptrend during its short life.  I don’t have enough fundamental data yet to construction a valuation range.




12/14

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