Cardinal Health (CAH)

Foros Empresas Estados Unidos Cardinal Health (CAH)

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  • #18434

    Topics: 74
    Replies: 254

    Incremento del dividendo de Cardinal Health del 3%.

    En el camino de la inversión hay que saber ver la luz detrás de la oscuridad.


    Luis G.
    Topics: 4
    Replies: 276

    Caída de 9% tras anuncio de resultados.

    Copio del mail de Sure Dividend.

    Good morning,

    Cardinal Health reported its 4th quarter and full fiscal 2017 results this morning:Q4 Adjusted EPS up 15% year-over-year
    Fiscal 2017 Adjusted EPS up 3% year-over-year
    15% EPS growth in the 4th quarter is an excellent result.  Adjusted EPS growth of 3% for the fiscal year isn’t spectacular, but isn’t cause for alarm.

    Despite strong results in Cardinal Health’s most recent quarter, the stock price plunged (down 9.6% at the time of writing this email).

    The reason for the decline is poor guidance for fiscal 2018. 2017 Adjusted EPS of $5.40
    2018 Expected Adjusted EPS of $4.85 – $5.10
    2019 Expected Adjusted EPS of $5.60
    An earnings decline is never cause for celebration.  In Cardinal Health’s case, the company lists the vague ‘discrete items’ category as why earnings will be down.

    Digging deeper, the company identified the 3 categories that discrete items fall into in its previous conference call:Tax and reserve adjustments
    Updating IT infrastructure for pharmaceutical distributions
    The company has tried to cut a bit to far in the name of efficiency, and is having to move in the opposite direction.  This is a situation similar to what Wal-Mart (WMT) dealt with over the last few years.

    While a price decline is never fun, Cardinal Health remains a buy (more so now after the price decline) and solid long-term hold.  The company should return to growth in fiscal 2019, and continue to regularly raise its dividend payments far into the future.

    Disclosure:  I am long CAH and WMT.

    Ben Reynolds
    Sure Dividend”

    BME, ENG, GAS, MAP, REE, REP, SAN, AAPL, CAH, CVS, D, DIS, ENB, FLO, GIS, HRL, IBM, JNJ, KHC, LB, MMM, MO, O, OHI, PEP, PG, PM, QCOM, SO, T, TGT, VFC, XOM, DGE, GSK, IMB, NG, RDS-B, RIO, VOD, AD, BMW, ENGI, NESN, VIE, AzValor internacional FI, Cobas internacional FI, Magallanes Microcaps Europe, True Value.


    It is me
    Topics: 9
    Replies: 141

    Pues después de esa caída a principios de agosto de 2017 parece que aún sigue cayendo más.

    E ti de quen vés sendo?
    Cómesme ben filliño?
    Vivamos como galegos!

Foros Empresas Estados Unidos Cardinal Health (CAH)

Viendo 3 publicaciones - del 1 al 3 (de un total de 3)

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