ASML Holdings’ (NSDQ: ASML) sales fell 16 percent in 2012, to EUR4.7 billion. However, the company is expecting a return to growth with a 7 percent revenue gain in 2013. ASML recently announced the $2.5 billion acquisition of Cymer ($594 million in sales in 2012), to be completed in the first half of 2013.

ASML’s stock is up 100.9 percent since recommended.

It was a tough 2012 for Novartis (NYSE: NVS) and GlaxoSmith- Kline (NYSE: GSK), as both companies saw sales fall 3 percent, to $56.7 billion and $26.4 billion, respectively. NVS and GSK also saw a 4 percent drop in profits to $12.7 billion and $5.5 billion, respectively.

Still, both companies increased dividends last year: NVS by 5 percent, giving it a recent yield of 3.6 percent; and GSK by 12 percent, giving it a yield of 6 percent.

Shares of Novartis are up 25.6 percent, while GlaxoSmithKline is up 6.8 percent.

Ryanair Holdings’ (NSDQ: RYAAY) sales rose 21 percent in 2012 to $4.4 billion. The company expects revenue to expand another 11 percent in fiscal 2013. Net income ballooned 25 percent to $502.6 million in 2012 and is forecast to grow another 9 percent in 2013. Ryanair has returned 29 percent since recommended.

Orient-Express Hotels’ (NYSE: OEH) same-location revenue grew 5 percent in the latest quarter. Early indications point to an 11 percent rise in 2013 bookings.

Orient-Express Hotels is up 26 percent since recommended.