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Home » Tag: CAH
Wed. Feb. 17, 2010 D4L commentary

38 Dividend Securities For A Well-Rounded Asset Allocation

I am a firm believer that asset allocation plays a significant part in a portfolio’s long-term results. Recently, I received a question asking if you could have a diversified portfolio of dividend stocks. It is an interesting question that deserves further examination.


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More on this topic (What's this?)
What’s your after-tax asset allocation? (Canadian Business Blog, 1/21/10)
Mid-Week Readings (Scott's Investments, 3/10/10)
Hedge Fund Panel: Is There Alpha In Asset Allocation? (Och, Mindich, Singh & More) (market folly, 2/4/10)
Read more on Asset Allocation at Wikinvest
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Mon. Feb. 15, 2010 D4L analysis

Cardinal Health Inc. (CAH) Dividend Stock Analysis

This article originally appeared on The DIV-Net February 8, 2010.

Linked here is a detailed quantitative analysis of Cardinal Health Inc. (CAH). Below are some highlights from the above linked analysis:

Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.

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3 Comments ________________________________________________________________________________________
Wed. Jan. 20, 2010 D4L classics, commentary

10 Dividend Stocks With Above Target Returns

Last week I noted that most dividend stocks are now trading in excess of their calculated fair value. However, capital appreciation is not the primary reason for investing in dividend stocks. Dividend fundamentals are what drive my purchase decision, and if I could only look at one metric it would be the Net Present Value of the Money Market Differential (NPV MMA Diff.)


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Tue. Sep. 8, 2009 D4L classics, commentary

Dividend Stocks Are Getting Expensive

Over the last several weeks, the number of dividend stocks my model identified as a buy has greatly declined. On July 3rd it flagged 14 stocks as potential buys verses only 7 stocks on August 29th. The August 29th list had the advantage of using a quarter point lower minimum dividend. Needless to say the recent market rally has made many dividend stocks expensive.


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More on this topic (What's this?)
Ten Dividend Kings raising dividends for over 50 years (Dividend Growth Investor, 2/17/10)
Five Dividend Stocks for long-term dividend growth (Dividend Growth Investor, 10/27/09)
Anticipating Dividend Increases (Buying Value, 3/7/10)
Read more on Dividends at Wikinvest
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Tue. Aug. 18, 2009 D4L classics, commentary

Focus On Stocks, Not The Market

In one form or another, I get the question daily, “What do you think of the market? Where’s it headed?” Normally, I politely respond as expected, but occasionally I will startle the person with a reply like, “I don’t know. For me it really doesn’t matter much.” My investing goals are not defined by movements in the market.


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More on this topic (What's this?)
BEWARE THE DOUBLE TOP (THE PRAGMATIC CAPITALIST, 3/13/10)
The Dividend Stock Recovery: Get Ready for a High-Yield Bonanza (Investment U, 2/22/10)
Market In Denial Phase Of Sentiment Cycle (Disciplined Approach to Investing, 3/9/10)
Read more on S&P 500 (SPX) at Wikinvest
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Fri. Jul. 3, 2009 D4L commentary

Nine Stocks Giving Shareholders A Raise In The Second Quarter

In 1985 I graduated from college and took my first job as a staff accountant with a $21,000 annual salary. Now I am over the same department that I was hired into and entry level staff accountants start with a base salary of $56,500 per year. That equates to a 4.2% annual increase. Just as employees expect an annual raise, so do dividend investors.


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Mon. Jun. 29, 2009 D4L analysis

Cardinal Health Inc. (CAH) Dividend Stock Analysis

This article originally appeared on The DIV-Net June 22, 2009.

Linked here is a detailed quantitative analysis of Cardinal Health Inc. (CAH). Below are some highlights from the above linked analysis:

Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.

Read more…

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Fri. Jun. 5, 2009 D4L commentary

Equity Returns Are Driven By Reinvested Dividends

It is well-documented that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000. They determined that performance in any given year was driven by capital appreciation, but long-term returns were largely the result of reinvested dividends. Looking at 101 years of data in the U.S. and U.K., they found that a market-oriented portfolio with dividends reinvested would have generated nearly 85 times the wealth of the same portfolio relying solely on capital gains.


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More on this topic (What's this?)
A HOUSING LOWE OR THE DEPOT’S LOSS? (THE PRAGMATIC CAPITALIST, 5/18/09)
60% of Sonoma County Homes Sold in the Last 5 Year Have Negative Equity (Healdsburg Housing Bubble, 5/6/09)
Sideline Cash May Drive Equity Prices Higher (Disciplined Approach to Investing, 5/2/09)
Read more on Equity, Lowe's Companies at Wikinvest
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Mon. Oct. 1, 2007 D4L data

Cardinal Health Inc. (CAH)

Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.


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