Cardinal Health Inc

CAH-N

NYSE:CAH

54.87
0.62 (1.14%)
Cardinal Health, Inc. is a Fortune 500 health care services company based in Dublin, Ohio. The company specializes in distribution of pharmaceuticals and medical products, serving more than 100,000 locations.
More at Wikipedia

Analysis and Opinions about CAH-N

Signal
Opinion
Expert
BUY
BUY
July 29, 2019
He would buy it here. His model price is over $53. This is the cheapest valuation it has been at in years and has a good dividend that is sustainable. He also favours investing in the US right now. Yield 4.25%
He would buy it here. His model price is over $53. This is the cheapest valuation it has been at in years and has a good dividend that is sustainable. He also favours investing in the US right now. Yield 4.25%
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$45.810
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
April 25, 2018

It has had a nice pullback here and he would buy more at $56.50. His model value is just above $66 right now.

It has had a nice pullback here and he would buy more at $56.50. His model value is just above $66 right now.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$63.570
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 24, 2018

(A Top Pick Jan 17/17. 0% return.) There are really 3 players that dominate the entire space, and she switched to the leading player, Amerisourcebergen (ABC-N).

(A Top Pick Jan 17/17. 0% return.) There are really 3 players that dominate the entire space, and she switched to the leading player, Amerisourcebergen (ABC-N).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$74.690
Owned
No
PAST TOP PICK
PAST TOP PICK
November 8, 2017

(A Top Pick Jan 17/17. Down 18%.) A big Pharma distributor. There have a lot of things coming at them. It is so ingrained in the healthcare space in the US, and there are really 3 companies that control the whole thing. The issue has been around generics price deflation, and the cycle was much more severe than anything they had seen previously. There is also the Amazon factor. Had a spotty performance on the medical device side, and now they are going through a CEO transition. The company has about an 8% free cash flow yield. For that type of a business, when you start seeing easier comps, stabilization and deflation trends which really just started this quarter, the discount to the market is pretty significant, and she is expecting the whole group to trade higher.

(A Top Pick Jan 17/17. Down 18%.) A big Pharma distributor. There have a lot of things coming at them. It is so ingrained in the healthcare space in the US, and there are really 3 companies that control the whole thing. The issue has been around generics price deflation, and the cycle was much more severe than anything they had seen previously. There is also the Amazon factor. Had a spotty performance on the medical device side, and now they are going through a CEO transition. The company has about an 8% free cash flow yield. For that type of a business, when you start seeing easier comps, stabilization and deflation trends which really just started this quarter, the discount to the market is pretty significant, and she is expecting the whole group to trade higher.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$60.990
Owned
Yes
TOP PICK
TOP PICK
January 17, 2017

The healthcare space has been really beaten up since the election started. They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US. They have 8-9% of free cash flow. (Analysts target: $81.88).

The healthcare space has been really beaten up since the election started. They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US. They have 8-9% of free cash flow. (Analysts target: $81.88).

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$75.180
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 26, 2016

MCK-N vs. CAH-N. They have done very much the same thing, so she has no preference. MCK-N is certainly the leader in the group. The peak was last summer at $15. If MCK-N moves lower she would buy a lot more of it.

Cardinal Health Inc (CAH-N)
September 26, 2016

MCK-N vs. CAH-N. They have done very much the same thing, so she has no preference. MCK-N is certainly the leader in the group. The peak was last summer at $15. If MCK-N moves lower she would buy a lot more of it.

Liz Miller
President, Summit Place Financial Advisors
Price
$76.880
Owned
Yes
BUY
BUY
August 22, 2016

MCK-N vs. CAH-N. He likes them. Those running for election are talking limits of drug prices. He likes all but Cardinal health is the best.

MCK-N vs. CAH-N. He likes them. Those running for election are talking limits of drug prices. He likes all but Cardinal health is the best.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$82.150
Owned
Yes
WEAK BUY
WEAK BUY
September 21, 2004
Is number one in it's industry. Stable. Very profitable businesses.
Cardinal Health Inc (CAH-N)
September 21, 2004
Is number one in it's industry. Stable. Very profitable businesses.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$47.390
Owned
Yes
DON'T BUY
DON'T BUY
December 5, 2003
Return on equity has been very strong, but the businesses are changing. Prefers others in this sector.
Return on equity has been very strong, but the businesses are changing. Prefers others in this sector.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$62.850
Owned
No
PAST TOP PICK
PAST TOP PICK
September 3, 2003
(Was a top pick Jul 17/03. Down 11%.) The day after it was picked, the Company announced a decrease in their earnings so this pick was an error.
Cardinal Health Inc (CAH-N)
September 3, 2003
(Was a top pick Jul 17/03. Down 11%.) The day after it was picked, the Company announced a decrease in their earnings so this pick was an error.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$57.100
Owned
No
BUY
BUY
August 12, 2003
A pretty good buy right now.
A pretty good buy right now.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$60.150
Owned
Unknown
TOP PICK
TOP PICK
July 17, 2003
Competition is limited. Has revenue growth of 20%. Good price.
Competition is limited. Has revenue growth of 20%. Good price.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$65.010
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 23, 2003
(Was a top pick on April 22/03. Down 1%.) Still likes.
(Was a top pick on April 22/03. Down 1%.) Still likes.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$57.040
Owned
Unknown
TOP PICK
TOP PICK
April 22, 2003
Thin margins, but very large volumes gives good earnings growth, probably in the high teens.
Thin margins, but very large volumes gives good earnings growth, probably in the high teens.
Brad Willock
Vice President and Senior Portfolio Manager, RBC Asset Management
Price
$57.640
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 21, 2002
1 out of 6 drugs sold goes through this company. Buy at $60 or below.
1 out of 6 drugs sold goes through this company. Buy at $60 or below.
Jonathen Wellum, B. Comm, B. Sc
Chief Executive Officer, AIC Limited
Price
$67.750
Owned
Unknown
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