We're adding to our position in a stock that has gotten cheaper since earnings
By Jeff Marks
Published on May 4, 2026.
We are purchasing 50 shares of Cardinal Health for $199.50, increasing its stake in the portfolio to 2.75% from 2.50%. This move follows a decline in the stock following its Q4 earnings and a disappointing performance. Despite the company's revenue miss and $184 million in impairment charges, both management and the analyst community are confident in the company’s ability to grow earnings per share in the low-to-mid teens over the long term. The price-to'-date price-leveling of shares and higher earnings estimates have led to a significant decrease in shares. The purchase is part of the Jim Cramer's Charitable Trust, which will increase its holdings to 2,75% of CAH.
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