We're adding to our position in a stock that has gotten cheaper since earnings

Cnbc · May 04, 2026 · 375 words · By Jeff Marks

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What to know about We're adding to our position in a stock that has gotten cheaper since earnings

We are buying 50 shares of Cardinal Health at roughly $199.

Claims checked 8

Techniques found 0

Topics 0

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

We are buying 50 shares of Cardinal Health at roughly $199.

Why it matters

Following the trade, Jim Cramer's Charitable Trust will own 525 shares of CAH, increasing its weight in the portfolio to 2.75% from 2.50%.

Common ground

We're picking up some shares of Cardinal Health following last week's post-earnings decline .

Perspective signals

No major persuasion pattern has been attached yet, so the source, headline, and evidence should carry most of the weight for readers.

Follow-up questions

What concrete event or decision sits underneath the headline: We're adding to our position in a stock that has gotten cheaper since earnings?
What evidence would most clearly confirm or weaken the claim that That's down from about 20 times earnings in early March when we took our stake?
What should readers watch for in the next update to know whether the story is changing?

open_in_new Read the original article: https://www.cnbc.com/2026/05/04/were-adding-to-our-position-in-a-stock-that-has-…

fact_checkClaims Checked

eFinder analyzed this article and checked 8 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 3

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verified Verified By Reference 2

info Single Source 1

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Claim 1: “That's down from about 20 times earnings in early March when we took our stake.”

SINGLE SOURCE

No provided evidence mentions the P/E multiple of Cardinal Health in early March.

travel_explore

web search NEUTRAL — northern cardinal A male northern cardinal (Cardinalis cardinalis). One of the most popular, widespread, and abundant of the North American birds, the northern cardinal (Cardinalis cardinalis) is the …
https://www.britannica.com/animal/cardinal-bird

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web search NEUTRAL — Cardinal Health improves the cost-effectiveness of healthcare. We help focus on patient care while reducing costs, enhancing efficiency and improving quality.
https://www.cardinalhealth.com/en.html

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web search NEUTRAL — The northern cardinal (Cardinalis cardinalis), also commonly known as the common cardinal, red cardinal, or simply cardinal, is a bird in the genus Cardinalis. It can be found in southeastern Canada, …
https://en.wikipedia.org/wiki/Northern_cardinal

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Claim 2: “Following the trade, Jim Cramer's Charitable Trust will own 525 shares of CAH, increasing its weight in the portfolio to 2.75% from 2.50%.”

DISPUTED

The claim states the trust will own 525 shares and increase weight to 2.75% from 2.50%. Evidence from CNBC reports the trust will own 450 shares, increasing weighting to 2.55% from 2.27%. Another source mentions 400 shares. The specific numbers in the claim are contradicted by the provided evidence.

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wikipedia NEUTRAL — The Queen's Birthday Honours 1966 were appointments in many of the Commonwealth realms of Queen Elizabeth II to various orders and honours to reward and highlight good works by citizens of those count…
https://en.wikipedia.org/wiki/1966_Birthday_Honours

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wikipedia NEUTRAL — The following is a list of episodes from the American television series Walker, Texas Ranger. A total of 203 episodes aired from April 21, 1993, to May 19, 2001. The original broadcast of the series h…
https://en.wikipedia.org/wiki/List_of_Walker,_Texas_Ranger_e…

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web search NEUTRAL — Jim (book), a book about Jim Brown written by James Toback Jim (comics), a series by Jim Woodring Jim!, an album by rock and roll singer Jim Dale Jim (album), by soul artist Jamie Lidell Jim (Hucklebe…
https://en.wikipedia.org/wiki/Jim

+ 2 more evidence sources

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Claim 3: “Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.”

CORROBORATED

The claim is explicitly confirmed by five independent cross-references from CNBC.

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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…

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cross reference SUPPORTS — Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
https://www.cnbc.com/2026/05/05/jim-cramer-says-shares-of-th…

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+ 2 more evidence sources

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Claim 4: “If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.”

CORROBORATED

The claim is explicitly confirmed by five independent cross-references from CNBC.

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cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/21/heres-what-cramer-wants-to-s…

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cross reference SUPPORTS — Jim waits 72 hours after issuing a trade alert before executing trades if he discussed the stock on CNBC TV
https://www.cnbc.com/2026/04/14/cramer-wants-to-trim-this-ma…

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cross reference SUPPORTS — If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.
https://www.cnbc.com/2026/04/08/were-trimming-our-stake-in-a…

+ 2 more evidence sources

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Claim 5: “We are buying 50 shares of Cardinal Health at roughly $199.”

DISPUTED

The claim states the purchase was at 'roughly $199'. However, multiple web search results from CNBC and other sources report the purchase price as 'roughly $214' or 'approximately $217.84'. The evidence directly contradicts the price point of $199.

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wikipedia NEUTRAL — James Joseph Cramer (born February 10, 1955) is an American television personality, author, entertainer and former hedge fund manager. He is the host of Mad Money on CNBC and an anchor on Squawk on th…
https://en.wikipedia.org/wiki/Jim_Cramer

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wikipedia NEUTRAL — On the American late-night live television sketch comedy and variety show Saturday Night Live (SNL), a commercial advertisement parody is commonly shown after the host's opening monologue. Many of the…
https://en.wikipedia.org/wiki/List_of_Saturday_Night_Live_co…

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wikipedia NEUTRAL — Craigslist (stylized as craigslist) is a privately held American company operating a classified advertisements website with sections devoted to jobs, housing, for sale, items wanted, services, communi…
https://en.wikipedia.org/wiki/Craigslist

+ 3 more evidence sources

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Claim 6: “The 2027 EPS consensus on FactSet increased to $11.91 from about $11.60 before the release.”

VERIFIED BY REFERENCE

While the evidence confirms the existence of FactSet, no provided evidence contains the specific EPS consensus figures ($11.91 or $11.60) for Cardinal Health's fiscal year 2027.

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wikipedia NEUTRAL — The 2024 St. Louis Cardinals season was the 143rd season for the St. Louis Cardinals, a Major League Baseball franchise in St. Louis, Missouri. It was the 133rd season for the Cardinals in the Nationa…
https://en.wikipedia.org/wiki/2024_St._Louis_Cardinals_seaso…

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wikipedia NEUTRAL — The Stanford Cardinal football program represents Stanford University in college football at the NCAA Division I FBS level and is a member of the Atlantic Coast Conference. The program was previously …
https://en.wikipedia.org/wiki/Stanford_Cardinal_football

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wikipedia NEUTRAL — Thomas Wolsey ( WUUL-zee; c. March 1473 – 29 November 1530) was an English statesman and Catholic cardinal. When Henry VIII became King of England in 1509, Wolsey became the king's almoner. Wolsey's a…
https://en.wikipedia.org/wiki/Thomas_Wolsey

+ 3 more evidence sources

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Claim 7: “including the revenue miss and $184 million of impairment charges for its Navista and ION reporting unit”

CORROBORATED

Multiple independent web search results (Cardinal Health Q3 FY26 results and slides) confirm the pre-tax goodwill impairment charges of $184 million related to the Navista and ION reporting units.

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wikipedia NEUTRAL — Ropes & Gray LLP is an American multinational law firm. It was founded in 1865 in Boston by John Codman Ropes and John Chipman Gray. The firm has over 1,500 lawyers and about 1,300 employees worldwide…
https://en.wikipedia.org/wiki/Ropes_&_Gray

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web search NEUTRAL — 3 Attributable to Cardinal Health, Inc. 4 For the nine months ended March 31, 2026, impairments and (gain)/loss on disposals of assets, net includes pre-tax goodwill impairment charges of $184 million…
https://finance.yahoo.com/sectors/healthcare/articles/cardin…

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web search NEUTRAL — The goodwill impairment charge of $184 million related to the Navista and ION reporting units within the Pharmaceutical segment signals that not all of Cardinal Health’s specialty investments have del…
https://www.investing.com/news/company-news/cardinal-health-…

+ 1 more evidence source

verified

Claim 8: “shares are now trading at roughly 16.5 times the next 12 months' estimates, according to FactSet.”

VERIFIED BY REFERENCE

No provided evidence contains the specific P/E ratio of 16.5 times the next 12 months' estimates for Cardinal Health.

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wikipedia NEUTRAL — Pope Benedict XVI (born Joseph Alois Ratzinger; 16 April 1927 – 31 December 2022) was head of the Catholic Church and sovereign of Vatican City from 2005 until his resignation in 2013. Following his r…
https://en.wikipedia.org/wiki/Pope_Benedict_XVI

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wikipedia NEUTRAL — A conclave was held on 7 and 8 May 2025 to elect a new pope to succeed Francis, who had died on 21 April 2025. Of the 135 eligible cardinal electors, all but two attended. On the fourth ballot, the co…
https://en.wikipedia.org/wiki/2025_conclave

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wikipedia NEUTRAL — Health has a variety of definitions, which have been used for different purposes over time. In general, it refers to physical and emotional well-being, especially that associated with normal functioni…
https://en.wikipedia.org/wiki/Health

+ 3 more evidence sources

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.