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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19373)	7/27/2004 2:01:48 PM
From: Paul Senior	Read Replies (1) of 78516

More bad news for CAH holders. (Stock drops on sudden departure of CFO). I'll add just a very few shares now to my small, but losing position. finance.yahoo.com I'm not so much concerned long-term about financial shenanigans here (of which there may be valid suspicions), as I am about the viability of their drug distribution model. Margins have been shrinking over the years; rev. growth that I see may be declining as both ends - drug makers and consumers - seriously seek to cut costs of expensive drugs. CAH does have other businesses (e.g. medical device sales) that are a large component of overall revenue and that are growing and promising, but these may not strong enough to compensate for the drug distribution issues that investors are looking at.

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