Cardinal Health's Healthy Pulse

What in the world is the consumer stock-picking guy who enjoys sprinkling in macro commentary doing writing about health care? What can I say? The State of the Union address sparked thoughts that have been building as earnings season gets under way. But here is a quick and dirty secret: I used to cover health care stocks. I despised picking apart the earnings releases of publicly traded hospitals and the companies that supplied them with the likes of rubber gloves and drugs. They were the worst reads ever, but I digress. Cardinal Health (CAH) is my stock of the day, so let's set it up.

Aside from the president's hour-plus speech, there were other inspirations for my call on the health-care-services company. At the core, each branch of the investment thesis comes back to my investing philosophy that there is always more to a single earnings report than the results of just one company. I always dissect earnings as if I were a mutated Inspector Gadget with four eyes -- two analyzing that particular company's financials and the other two seeking information that could lead to another investment in the same sector or a sector on the other side of the spectrum (retail and tech are good examples of pairing up industries on opposing ends). Here is a peek inside of my head this week....346 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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