Letters by company

Cardinal Health INC

2 letters discussing CAH. Everything written about it on this site is on its ticker page.

Sound Shore Management June 30, 2023 Sound Shore Fund credited Oracle, Applied Materials, Lennar and Cardinal Health for gains, arguing that cloud investment, semiconductor-equipment demand, housing scarcity and operational turnarounds support further value creation. It retained healthcare holdings despite inventory normalization and backed Organon and Conagra Brands on cash generation, pricing and longer-term growth drivers. second quarter 2023 AMAT $310BCAG $6.6BCAH $58B
Sound Shore Management December 31, 2022 Sound Shore sold EOG and Coterra at target valuations while retaining value holdings whose valuations had compressed despite resilient earnings and cash flow. The fund singled out PVH’s brands, balance sheet and operating execution, arguing that a weak economy had already been discounted across several holdings. 4th quarter of 2022 PVH $4.2B