Cardinal Health, Inc. (CAH)

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

Cash flow management is good, consistently profitable, $6BN in intagibles seals the deal...

Increasing relative price strength

They have made significant investments in themselves over the prior 10 years. They meant business and will weather the storm.

Einhorn

David Einhorn's pick at 30.22

Current spinoff not such a bad thing. My mother has been with them 32+yrs, just had a little talk and she has decided to take a larger position in company. I believe they have been undervalued for some time and no matter what current administration does they will benefit due to "tentacles" they have had for some time. They are trading at about 50% discount to historical values, p/e and compared to others. Fundamentaly sound company that gets no respect!

I like the fundementals and the price seems beat down to unecessary lows.

Delightfully boring stock. They have a hand in many parts of the pie for medical supplies and allied with another of my favorite picks, Allscripts (MDRX). The spin off of a few parts (CFN) is a worry, as any change can be, but this should see a regaining of the loss it suffered Sept 1st, 2009 and should increase to 40+ over some more time.

Everybody likes a good deal on a big company with a mkt. cap in the buh ...buh ...buh... billions. 10 billion? not too shabby for a name most people have never heard. I also believe anything healthcare has people irrationally scared right now. this too shall pass.

Spinoff of CFN will unlock value. Passage of healthcare legislation will lift uncertainty from the sector. Cash machine.

Spun off Carefusion...

redate if winning

Are we done with the corruption, fellas? Can we get back to work, now? This is a great company whose stock price is depressed due to bruises earned kicking out some baddies that were running the show into the ground. They just spun off some elements of the company that weren't consistently profitable to smooth out the ride for retirees like myself. I held CAH stock years ago and it seemed to stall out but I'm back for another ride up. I think it will double in a couple of years and pay more than a CD in dividends while we're getting there. Health Care Reform money will definitely help.

Decent company, modest P/E

Good fundamentals, 52 week low.

Undervalued agains industry

Price unfairly beaten down by spinoff of ConFusion, oops I mean CareFusion.

This is a quality company that hit a 52 week low today due to the share-reprice after a spin off. But it meets the definition, so I'll take it.