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Daily Credit Summary: November 10

Tue, 10 Nov 2009 21:55:08 GMT

Spreads were mixed to slightly tighter in the major indices today despite negative breadth in single-names. HY outperformed IG as both indices saw inside days amid low volumes pre-holiday tomorrow. Financials outperformed non-financials but the financials were off their best levels by the close (as we suspect some concerns over Bair's Basel II Bumblings started to be taken seriously).[More...]

Face-off: Pharmaceutical Distributors

Thu, 29 Oct 2009 16:25:09 GMT

MagicDiligence puts 3 competitors, all Magic Formula stocks, up against each other in this face-off of pharmaceutical distribution companies.[More...]

Cardinal Health, Inc (NYSE: CAH) – A Good Buy In Healthcare Stocks

Tue, 06 Oct 2009 15:55:00 GMT

Since Sept 24, healthcare stocks have been outperforming S&P 500 stocks. If you are considering buying a healthcare stock then may be you should look at Cardinal Health Inc.[More...]

Hot Stocks Of The Day: BBBY, VICL, CAH, RHT, PAYX

Thu, 24 Sep 2009 18:45:39 GMT

US stocks retreated on Thursday after a surprise decline in existing home sales which dented economic optimism.[More...]

Positions Revisited

Wed, 23 Sep 2009 16:32:28 GMT

I want to revisit some of my stock decisions and see what was the outcome and analyze if there is anything I should have done better. I will try to be intellectually honest with my assessments and recognize my errors. Also i want to look back and see if there are any mental traps that affected my decisions and recognize when i fall for these psychological biases. Below is all the positions that I have talked about on this blog for over a year or so. All are businesses that I looked to own but did not or I bought and sold. General Growth (GGPWQ): I have dismissed the value in[More...]

A Look at The Big 3: Medical Stocks

Mon, 14 Sep 2009 20:38:01 GMT

A look at the valuations of the three largest pharmaceutical distributors.[More...]

Dividend Stocks Are Getting Expensive

Tue, 08 Sep 2009 14:35:00 GMT

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.[More...]

Tickers For The Latest Portfolio Reshaping

Fri, 04 Sep 2009 15:45:21 GMT

Fortunately my portfolio management methods don’t revolve around frequent trading. One of my kids came up to me recently and said, “What did you do today, Dad?” I said, “I made one trade, and I did a bunch of research.” He then asked, “How often do you trade?” I answered, “That was my first trade in a week, and I haven’t traded much in the last two months, but that’s not normal. There is no normal for me. When the market is really volatile, I trade a lot more, selling when stocks are rising, and buying when they are selling off. When the market is relatively placid, I don’t do much.” He looked at me, kind of smiled, and moved on. Information overload from Dad. Most people and investment managers trade too often. They sell their winners too rapidly, and panic too soon on their losers. Now, I’m not advocating “buy and forget,” or Buffett’s statement, “Our favorite holding period is forever.”[More...]

Spin-Off Idea: Cardinal Health

Mon, 31 Aug 2009 20:03:41 GMT

By end of business today Cardinal health, CAH, will spin-off its medical care division, Carefusion, CFN, and it will focus on drug distribution. The spin off is very interesting midst all the talk of health-care reform because whenever there is uncertainty it pays to go long. The market is very hot for the CFN spin off. Although CFN accounts for only a small portion of CAH's revenue, maybe less than 7%, it makes third of its profit. The business is very high margin and its potential for growth is solid. The independent company will be able to focus on new products and free to allocate capital to R&D. But it is fully valued when the when issued shares trade at $19. I figure its value is around $20-$23.[More...]

Post Market Summary: Wall Street Rallies On Strong Corporate Earnings, AmEx (NYSE: AXP) Jumps

Tue, 18 Aug 2009 22:22:51 GMT

US stocks finished with gains on Tuesday as better-than-expected corporate earnings boosted recovery hopes.[More...]

Cardinal Health posts 1Q loss on spinoff expenses

Thu, 05 Nov 2009 19:46:00 GMT

DUBLIN, Ohio - Drug distributor Cardinal Health Inc. said Thursday it took a loss in its fiscal first quarter due to expenses from the spinoff of a former business, surgical products maker CareFusion Corp.
For the three months ended Sept. 30, Cardinal Health said it lost $38.2 million, or 11 cents per share.
That included 71 cents per share in restructuring charges, impairments, and other items connected to the CareFusion spinoff.

: iStockAnalyst.com Symbols Feed

Daily Credit Summary: November 10

Face-off: Pharmaceutical Distributors

Cardinal Health, Inc (NYSE: CAH) – A Good Buy In Healthcare Stocks

Hot Stocks Of The Day: BBBY, VICL, CAH, RHT, PAYX

Positions Revisited

A Look at The Big 3: Medical Stocks

Dividend Stocks Are Getting Expensive

Tickers For The Latest Portfolio Reshaping

Spin-Off Idea: Cardinal Health

Post Market Summary: Wall Street Rallies On Strong Corporate Earnings, AmEx (NYSE: AXP) Jumps

Cardinal Health posts 1Q loss on spinoff expenses

St. Petersburg Times, Fla., Robert Trigaux Column: Blackstone Group Has Stake in Wide Range of Well-Known Businesses

Companies in Region Share Rosy Outlook: Investor Conference Finds Many in Ohio Expect Bright Future

Employers Rated As Friendly to Gays: Three Central Ohio Companies on List of Highest Scorers

Cardinal's Revenue Up, Earnings Down

Cardinal's Revenue Up, Earnings Down

Dividends: Waiting for a Rebound

UPI NewsTrack Business - Apr 28 2009 8:00PM

Unemployment soars to 8.5 pct.; 13 million jobless

Unemployment soars to 8.5 percent; 13M now jobless

SPDR ® ETF Family Announces Impact of Receiving Settlement Payments

CareFusion Corporation Rings NYSE Opening Bell to Commemorate Recent Spinoff

GHX Working With Hospitals and Suppliers to Enable Use of Industry Standard Location and Organization Identifiers in Transactions and Compliance With GLN Sunrise Date ; GHX Assisting With Pilots, Transaction Guides, User Groups and Development of Services

Cardinal Health Announces $1.2 Billion Debt Tender Offer

CareFusion Corp to be Included in S&P 500 Index

New Data Show ChloraPrep(R) Significantly More Effective Than DuraPrep(TM) and Povidone-Iodine in Eliminating Bacteria From Skin Prior to Shoulder Surgery

StockPreacher.com Issues Trading Outlook for American Scientific Resources Inc.

Cardinal Health Reports Fiscal 2009 Results, Provides Fiscal 2010 Outlook

Barron's Editor to Provide Wall Street Outlook to INVESTOhio Equity Conference

INVESTOhio Equity Conference Names Lineup of Companies, Executives

Form 4 CARDINAL HEALTH INC For: Dec 01 Filed by: COX CARRIE SMITH (10K)

Form 3 CARDINAL HEALTH INC For: Dec 01 Filed by: COX CARRIE SMITH (10K)

Form 4 CARDINAL HEALTH INC For: Oct 15 Filed by: Blake Mark R (10K)

Form 3 CARDINAL HEALTH INC For: Oct 15 Filed by: Blake Mark R (10K)

Form 4 CARDINAL HEALTH INC For: Oct 01 Filed by: BRITT GLENN (10K)

Form 3 CARDINAL HEALTH INC For: Oct 01 Filed by: BRITT GLENN (10K)

Form 4 Lynch Michael A For: Sep 15 (10K)

Form 4 WATKINS CAROLE S For: Sep 15 (10K)

Form 4 Morford Craig S For: Sep 15 (10K)

Form 4 LAWS STUART G For: Sep 15 (10K)