Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Cardinal Health Inc (NYSE: CAH)
Cardinal Health Inc is the third- largest global logistics provider engaged in wholesale pharmaceutical and medical products. Similar to the other two peers, the company has evolved over time and has become entrenched in the sourcing and distribution of brand-name and generic pharmaceuticals and related services to hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, and physician offices. Through acquisitions, Cardinal Health has the ability to manufacture commodity products and certain medical devices.
A quick look at the price chart below for Cardinal Health shows us that the stock is down 7% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 10.02, which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Cardinal Health include:
Rich Pzena – 3,105,881 shares
Cliff Asness – 2,722,090 shares
Charles Brandes – 1,552,324 shares
Jim Simons – 1,104,894 shares
Israel Englander – 956,858 shares
Ken Griffin – 819,153 shares
John Rogers – 678,109 shares
Jim O’Shaughnessy – 195,106 shares
Steve Cohen – 181,799 shares
Joel Greenblatt – 144,065 shares
Paul Tudor Jones – 100,168 shares
Lee Ainslie – 28,209 shares
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