02-06-2020, 10:11 AM
(02-06-2020, 09:58 AM)stockguru Wrote: added to BP, BMY and BDX
I'm loving CAH today. I may add more if it comes down some
I acquired most of my CAH shares in mid-2018. It took a long while for the value thesis to catch, but hopefully the trend continues. Still looks undervalued, even at these prices. My best guess as to fair value (using FAST Graphs) is somewhere around $70/share.
That said, medical supplies/logistics companies operate on razor thin margins. Doubtful CAH will ever be the sort of company that is growing earnings in double-digit percentages annually.