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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (70503)	6/15/2022 2:57:01 PM
From: E_K_S	Read Replies (1) \| Respond to of 78740

RE: Cardinal Health (CAH) I have buys 10/2021, 1/2022 and 3/2022 as I wanted to increase my exposure to healthcare. Originally bought this as they were expanding into OH and I thought that could be a good growth area especially as INTC was building new Fabs there ($58 Billion). I noticed on the huge recent sell off, CAH was actually positive (on one of those days) and was selling 13% below my last Buy. My avg cost is around $50/share but on any run above $60/share, I can peel off my high cost shares. If CAH continues to sell off, will do small adds as I do like the sector (Health Care) which s/d have pricing power. 10 Forward PE fits my Value screen FWIW position still small less than 0.4% portfolio position; would like to build to a 1% portfolio position if/when I can buy at 10PE or less; 3.8% div