3.5% dividend, 30% payout ratio, forward PE of 9. Seems like an obvious buy, like CNC was on their ER.
Opinions?
R
Not that is was much of an increase, but I think the 1% dividend boost kind of got lost in all the hoopla of the share selloff from the over reaction to the earnings report this week.
I'm glad to see the dividend increase and the partial recovery of the share price on Friday.
U
When Are You Guys On Wall Street going to comprehend that CAH is a logistics, and appliance company? They're partnered with McKesson to deliver the drugs, and other medical appliances! They're material handling just happens to include Pharmaceuticals!
Bullish
Y
Any opioid settlement update in the earning call?
D
Has followed the same range for 2 years... wait until it hits mid to high $40’s... collect your divvy and 20% gain. Sell mid to high $50’s
D
The worst news possible. Terrifying. Ghastly... The company reduced its fiscal 2021 adjusted earnings guidance range to $5.90 to $6.05 a share, from earlier guidance of $5.85 to $6.10.
R
Buy all day long for this over reaction!
Bullish
E
y’all don’t believe in the long term ?
Bullish
R
What a beautiful stock
Bullish
W
$CAH and $CVS will be huge winners.....profitable, low valuations, inflation hedges, aging populations, government spending in health care, Covid/vaccination tail winds. Good luck longs....
Bullish
S
I'm considering initiating a position in CAH sometime over the next couple days, assuming it stays in the lower $50 range. If I buy, this will go in the more conservative portion of my IRA portfolio with plans to hold long term, reinvesting dividends along the way. Opinions, positive and negative, appreciated. Thank you!
A
One of the absolute worst healthcare stocks over the past 12 months. CAH has never recovered from last years $20 price drop.
C
From today’s WaPo: ‘Just six companies distributed 75 percent of the pills during this period: McKesson Corp., Walgreens, Cardinal Health, AmerisourceBergen, CVS and Walmart, according to an analysis of the database by The Washington Post. Three companies manufactured 88 percent of the opioids: SpecGx, a subsidiary of Mallinckrodt; Actavis Pharma; and Par Pharmaceutical, a subsidiary of Endo Pharmaceuticals. Purdue Pharma, which the plaintiffs allege sparked the epidemic in the 1990s with its introduction of OxyContin, its version of oxycodone, was ranked fourth among manufacturers with about 3 percent of the market. The volume of the pills handled by the companies skyrocketed as the epidemic surged, increasing about 51 percent from 8.4 billion in 2006 to 12.6 billion in 2012. By contrast, doses of morphine, a well-known treatment for severe pain, averaged slightly more than 500 million a year during the period.’
Bearish
R
Just a big surprise to see the low point of the week be after such a great Earnings report. There must have been something in there that I didn't see that is a big negative. CVS is also down today, but not on the same scale as CAH.
f
Two large research and investment houses upgraded CAH to $57 and $64. It is amazing how the stock is still below $50. It is difficult to understand who is selling at these levels! Do people not have any type of common sense that this is a great company and a serious play against the Pandemic. America opens up and elective surgeries will go through the roof. Likewise, the Pandemic will still demand the PPEs from CAH. The company is benefiting from both directions!
R
CVS up this morning and CAH down. I really must have missed something in the earnings or the news that is driving CAH down like this. Anyone have any ideas or knowledge on this?
J
This looks like low downside risk, good upside potential, and great yield! I'm in.
E
I don't know which of my stocks is worse CAH or BMY? Recently bought both on good earnings!!!
D
They’ve done a tremendous job managing PPE inventory to help current customers. Knew they would see a bump from this, just doesn’t get the attention flashy tech stocks do...
S
Been waiting 3 months for CAH to truly take off. The way I see it. It's PE and to the market position it's in as well as dividend makes it worth about 70+. Welp guess I enjoy the dividend till the next earnings blows it out of the water. Last quarter we had less elective procedures and with opening of many clinics this quarter and all the massive loads of PPE they are selling this stock is a hidden gem
Opinions?
I'm glad to see the dividend increase and the partial recovery of the share price on Friday.
Purdue Pharma, which the plaintiffs allege sparked the epidemic in the 1990s with its introduction of OxyContin, its version of oxycodone, was ranked fourth among manufacturers with about 3 percent of the market.
The volume of the pills handled by the companies skyrocketed as the epidemic surged, increasing about 51 percent from 8.4 billion in 2006 to 12.6 billion in 2012. By contrast, doses of morphine, a well-known treatment for severe pain, averaged slightly more than 500 million a year during the period.’