economy
February 27, 2026
We're adding a stock to our Bullpen watchlist that is resistant to recessions and AI disruption
The Bullpen is our watchlist of stocks that we want to consider buying for Jim Cramer's Charitable Trust.
TL;DR
- Cardinal Health, a major U.S. healthcare supply chain company, is added to Jim Cramer's Charitable Trust's Bullpen watchlist.
- The company distributes medicines and medical products and manufactures items like surgical products and gloves.
- Its business benefits from the long-term demographic trend of an aging U.S. population.
- Concerns about AI disruption caused a temporary stock dip, but the market recognized the low risk and the company's resilience.
- Cardinal Health stock is trading at a reasonable valuation (21 times 2026 earnings estimates) despite consistent EPS growth.
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