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  • Analysis: Cardinal Health Is Undervalued [View article]
    Operating margin is 2.2%. Consistent with wholesale distribution, and a fairly competitve arena. Which, also explains the low PSR.

    ROE is 15%, however that's acheived with $3.7 billion of debt...........oops, I mean leverage. Hence an ROA is a mere 5%.

    Insiders don't own much of the float but institutions own 86%, Not exactly "room" net net but I will concede exchange within that proportion. Churn.

    Will Obama's proposed healthcare reform be a catalyst? Did I mention something about a competive arena?

    Related to that, there have been NO insider purchases in ages (other than option flips). Apparently, they don't see what you see.

    Not enough short for a squeeze. Looking at a chart since inception, support is at 30ish, which........is where it was in 2000. Thank goodness for the dividend, eh?
    Jun 30 21:23 pm |Rating: +1 0 |Link to Comment
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