CAH down 7% : Falling knife or value buy Cardinal Health stock explained

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Am I Catching a Falling Knife?

Dave Jones

41 episodes

5 days ago

🔍 Ever wondered if a stock dip is a rare buying opportunity or a disaster in disguise? Am I Catching a Falling Knife? slices through the noise with sharp analysis, satirical flair, and breakdowns of market narratives that drive stock moves. Host Dave takes you inside each story—earnings hits, tariff shocks, sector trends—and reveals custom buy levels that might just catch your next big win. Perfect for investors who love deep dives, smart humor, and a touch of chaos. Ready to get cut—or cash in?

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CAH down 7% : Falling knife or value buy Cardinal Health stock explained

Am I Catching a Falling Knife?

6 minutes 8 seconds

2 months ago

CAH down 7% : Falling knife or value buy Cardinal Health stock explained

Cardinal Health (CAH) just dropped over 7% after Q4 FY2025 results and a $1.9B Solaris Health acquisition. Is this a falling knife… or a setup for a smarter entry? In this episode, we break down the revenue miss, thin 3.53% gross margins, financing risk, DCF and PEG valuations, and my buy levels based on a net −6.5% near-term earnings impact.

Key points:

EPS/guidance up, but revenue miss + deal financing weigh on near-term earnings.

Thin gross margins amplify small revenue misses.

Staggered buy levels for better margin of safety.

If you found this useful, drop a like, comment your take on CAH’s Solaris deal, and subscribe for weekly “falling knife” breakdowns.

#stocks #CAH #CardinalHealth #stockmarket #earnings #valuation #DCF #investing #healthcare

Disclaimer: This video is for informational and entertainment purposes only and is not financial advice. Do your own research and consult a qualified advisor before investing.