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This low margin, poorly managed, no-yielding, union-fearing, no-good PR running, one-trick pony with no lipstick was my worst investment over the past five years.. There will likely be a repeat over the next 5 years and here's why:
No margins- razor-thin margins will be pressured by the other major players. ABC and MCK. now, CAH has shedded its CFN group there is little protection for them WAG and CVS contract is a big chunk of their sales~ 45%. What if they lose one of these contracts? This would be a guaranteed loss on your money over the next 5 years Wait till you see the earnings release- I bet they say there is a big restructuring charge due to spin-off or some other baloney plan( resulting in a charge off) and postponing better earnings late 2010 or 2011. Anyone wanna bet? This is a favorite earnings release trick over the past 5 years.. One good thing about this company is that it is in the BUCKEYE state which should not be underestimated. But much like TPryor, this team needs to learn how to throw a better pass. I don't think this mgmt team has the legs or speed of Pryor though. Oh Well, I wish the longs well.. I hope you make good money by holding your CAH stock. IMO I would not invest new money here. For me, I sold a bunch of this stock recently but still maintain some bucks here. I plan to hold my remaining shares Sentiment : Sell Rating :
![]() ![]() ![]() ![]() (3 Ratings) |
36/Male |
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Is CAH a good investment?
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sirhawthais |
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3-Nov-09 10:25 pm | ||
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You're correct, Pharm distribution has and always ...
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qbwr22 | (1 Rating) | 4-Nov-09 02:26 pm | ||
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If you purchased and held on to this stock an...
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above_parr | (2 Ratings) | 4-Nov-09 03:39 pm | ||
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With your paint brush it looks very bad. I'm wonde...
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ukiwis | Rate it | 5-Nov-09 09:53 am | ||
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Disagree with everything you said, but mostly abou...
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wheredidita... | (1 Rating) | 7-Nov-09 01:12 pm | ||
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"Cardinal is our top stock idea within the supply ...
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rematter | (1 Rating) | 7-Nov-09 03:37 pm | ||
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NOPE. ITS A POOR ONE!
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citrusnow | Rate it | 7-Nov-09 06:21 pm | ||
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depends
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betweeen137... | Rate it | 8-Nov-09 06:39 pm |
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