Cardinal Health, Inc.

  • The Dividends Are a Nice Little Bonus

    By Harriet Tramer - August 14, 2013 | Tickers: CAH, SON, SWK

    Investors might purchase a stock not because they suspect it will skyrocket but because they believe its dividend will provide them with a higher income stream than they might gain from a more conservative investment such as a Treasury bond. But is that happy scenario realistic? Can a company be relied upon to continue forwarding a hefty dividend year after year? And can investors be ensured that the stock they more »

  • A 6% Drop in the Largest National Drugstore Is a Buying Opportunity

    By Anh HOANG - June 27, 2013 | Tickers: ABC, CAH, WAG

    Walgreen (NYSE: WAG) has recently experienced a nearly 6% drop to around $45.20 per share, losing nearly $2.7 billion in market capitalization within just one trading day. The daily drop was caused by Walgreen’s recent third quarter earnings results, which missed analysts’ estimates.

    Should long-term investors consider this drop a buying opportunity? Let’s find out.

    Third quarter earnings results grew but missed estimates

    Walgreen’s third more »

  • Despite a Big Contract Loss, This Healthcare Service Company is a Buy

    By Anh HOANG - June 19, 2013 | Tickers: ABC, CAH, MCK

    In the first quarter of 2013, many famous investors either exited or reduced their positions in Cardinal Health (NYSE: CAH). While Larry Robbins, Scott Black and Jim Simons sold out their positions, Joel Greenblatt and Paul Tudor Jones reduced their exposures to this stock. Indeed, Cardinal has recently lost several big contracts, implying declining sales over the next year.

    Used to rely on two major customers

    Cardinal Health had two more »

  • This Trio Will Benefit From Aging Boomers

    By Reuben Brewer - June 19, 2013 | Tickers: CAH, HCN, OHI

    People are living longer and longer lives. That's a medical miracle, but also a social problem. The human body becomes increasingly frail as it ages, thus requiring more and more care. Here are a few companies set to benefit from this trend.

    How Old?

    On June 12, Bloomberg reported that Jiroemon Kimura of Japan had died at the age of 116. According to Guinness World Records he had lived more »

  • 3 Ways to Profit From the Trend Towards In-Home Medical Care

    By Joseph Porter - June 10, 2013 | Tickers: CAH, GE, HRC, PHG, MCK

    Although insurance costs surely play a role, it is believed that in-home care provides a better environment for rehabilitation and recovery from medical/surgical procedures, for hospice care for the terminally ill, and for the growing number of elderly baby boomers who will need long-term care.  These three companies provide services and equipment for in-home healthcare and are solid investments.  At present, each of the following companies have revenue in more »

  • Distribution Masters

    By Reuben Brewer - June 5, 2013 | Tickers: CAH, GPC, SYY

    Getting things where they need to go is an unloved business. However, there are some companies that excel at it and have rewarded shareholders with annual dividend hikes along the way. Genuine Parts (NYSE: GPC), Sysco (NYSE: SYY), and Cardinal Health (NYSE: CAH) are just such companies.

    Widgets

    There are companies that make things and companies that sell things. In the middle are the companies that get the widgets from more »

  • The Importance of Deep Research

    By Chris Hodge - June 4, 2013 | Tickers: CAH, F, NFLX

    As a writer, I don't always realize how much of an impact I can accidentally have. I tend to consider myself just "a dude with an opinion," but there is the possibility that someone may take my research and results as the only reason they need to buy, sell or take out a second mortgage to short a company on margin -- which I would never suggest doing for many more »

  • Good News For Health Care Stocks

    By Reuben Brewer - May 17, 2013 | Tickers: CAH, CVS, NVO

    New research shows that Medicaid coverage leads to an increased use of health care services. That's not surprising, but it does have big implications for health care stocks.

    The Oregon Study

    The New England Journal of Medicine recently released the results of an important study. The Oregon Study, as it's called, tracked that state's test of randomly assigning lower-income adults into two groups, one that received Medicaid more »

  • How to Grow Richer: Faster and Safer

    By Ken McGaha - April 24, 2013 | Tickers: CAH, GRMN, HLF, POT

    In an August 2012 White Paper by Goldman Sachs, it was reported that over the last 40 years, the group of all dividend paying stocks has almost doubled the return of the S&P 500. However, over the same period, the businesses that have initiated and consistently increased their dividends have beaten that group by another 33%. It is also hard to believe that a safe, solid business could pay more »

  • Will Dividend Growth for This Dividend King Start Slowing?

    By Michael Weber - April 18, 2013 | Tickers: BAX, CAH, JNJ, TEVA

    Johnson & Johnson (NYSE: JNJ) has been considered a dividend growth star for a number of years now. They have increased their dividend for 50 consecutive years and currently sport an impressive 5 and 10 year dividend growth rate of 8.2% and 11.6%. 

    With these types of dividend growth rates and such a long dividend streak it is easy to see why Johnson & Johnson is considered a favorite among more »

  • Obamacare Is Here: 2 Healthcare Stocks to Buy Now

    By Joseph Harry - April 7, 2013 | Tickers: ABC, CAH, WAG | Editor's Choice

    President Obama's Affordable Care Act is seemingly shifting the landscape of the healthcare industry. Firms are looking to cut costs to keep up with the expectations of the current administration -- expectations that seek to lower spending on healthcare, while imposing taxes and regulations on many healthcare companies. Healthcare firms need to "get cheaper" to adapt, especially if they want to remain competitive, and many companies are.

    The largest global more »

  • Obamacare Is Here: 2 Healthcare Stocks To Buy Now

    By Joseph Harry - April 4, 2013 | Tickers: ABC, CAH, WAG

    President Obama's Affordable Care Act is seemingly shifting the landscape of the healthcare industry. Firms are looking to cut costs to keep up with the expectations of the current administration-- expectations that seek to lower spending on healthcare, while imposing taxes and regulations on many healthcare companies. Healthcare firms need to "get cheaper" to adapt, especially if they want to remain competitive, and many companies are.

    The largest global more »

  • What Will the Big Contract Mean for the Future?

    By Mike Thiessen - April 4, 2013 | Tickers: ABC, CAH, CVS, WAG

    The recent announcement that American drugstore giant Walgreen (NYSE: WAG) would enter into a long-term distribution contract with drug wholesaler AmerisourceBergen (NYSE: ABC) grabbed the attention of market-watchers and sent shares of both companies higher. As part of the deal, Walgreen and its equity partner Alliance Boots also purchased a small but significant stake in the company and received warrants to purchase additional tranches in the future.

    This deal has more »

  • What Will The Big Contract Mean For The Future?

    By Mike Thiessen - April 1, 2013 | Tickers: ABC, CAH, CVS, WAG

    The recent announcement that American drugstore giant Walgreen (NYSE: WAG) would enter into a long-term distribution contract with drug wholesaler AmerisourceBergen Corporation (NYSE: ABC) grabbed the attention of market-watchers and sent shares of both companies higher. As part of the deal, Walgreen and its equity partner Alliance Boots also purchased a small but significant stake in the company and received warrants to purchase additional tranches in the future.

    This deal more »

  • How to Profit from This Big Agreement in the Pharma Distribution Business

    By Anh HOANG - March 26, 2013 | Tickers: ABC, CAH, WAG

    Recently, Walgreen (NYSE: WAG) and its partner Alliance Boots have announced that they reached a 10-year agreement with AmerisourceBergen (NYSE: ABC) for the distribution of branded, generic and specialty pharmaceuticals to Walgreens’ retail stores and specialty pharmacies. At the moment, Walgreen is distributing more than 80% of its own drugs, but with this long-term agreement AmerisourceBergen will increasingly handle distribution for Walgreen. The deal seems to be quite beneficial for more »

  • This Pharma Products Company Is Still A Buy

    By Marshall Hargrave - March 22, 2013 | Tickers: ABC, CAH, COV, MCK, WAG

    Cardinal Health (NYSE: CAH) took a big hit last week, down as much as 8% on the news that its pharmaceutical distribution contract with Walgreen Company (NYSE: WAG) would not be renewed. The agreement is scheduled to expire at the end of August 2013. So is the pull back a buying opportunity, or is the fact that Walgreen accounts for over 20% of Cardinal revenues a reason to run?

    Cardinal more »

  • Companies That Are Keeping Patients Out Of Hospitals

    By Reuben Brewer - March 22, 2013 | Tickers: CAH, CVS, NSRGY, WAG

    Medical care is expensive, and the best way to lower costs is to keep patients out of hospitals. There are a few companies positioning themselves through acquisitions to do just that, including Nestle (NASDAQOTH: NSRGY) and Cardinal Health (NYSE: CAH).

    The Most Expensive Care Around

    Being in a hospital is probably the most expensive way to receive medical care. This is partly because a trip to the hospital usually involves more »

  • Providing Customers With Dignity Will Differentiate These Companies

    By Reuben Brewer - March 18, 2013 | Tickers: CAH, DRI, HCP, OHI

    "My late father used to say that no quality of human life was more important than dignity," Yale law professor Stephen Carter recently commented on Bloomberg.com. He takes that concept someplace I wouldn't have, but he is on to an issue that will be increasingly important as the Baby Boomers retire. Focusing today on companies helping people maintain their dignity as they age will lead you to good more »

  • Johnson & Johnson (JNJ): Will Dividend Growth For This Dividend King Start Slowing?

    By Michael Weber - March 11, 2013 | Tickers: BAX, CAH, JNJ, TEVA

    Johnson & Johnson (JNJ) has been considered a dividend growth star for a number of years now. They have increased their dividend for 50 consecutive years. They currently sport an impressive 5 and 10 year dividend growth rate of 8.2% and 11.6%. 

    With these types of dividend growth rates and such a long dividend streak it is easy to see why Johnson & Johnson is considered a favorite among dividend more »

  • Bulking Up In The Right Places

    By Reuben Brewer - March 1, 2013 | Tickers: ABC, CAH, ESRX

    Cardinal Health (NYSE: CAH) is buying privately held AssuraMed, a supplier of products for home use to treat diabetes, wounds, and incontinence, among other things. This is a great fit for a company that has been facing an increasingly difficult business environment. In fact, it could position the company well for the upcoming wave of ill baby boomers.

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