We are buying 90 shares of Cardinal Health at roughly $217. Following the trade, Jim Cramer’s Charitable Trust will own 350 shares of Cardinal, increasing its weighing to about 2% from 1.46%. We may have started a new position in Cardinal Health too early this week, but the silver lining is that the stock’s drop isn’t tied to fundamentals, which creates more upside to our $260 price target. Despite its resilience to rising oil prices and geopolitical turmoil, the health-care sector is the third-worst-performing group this week, and Cardinal Health has fallen victim to a market rotation out of year-to-date outperformers and into the beaten-down enterprise software group. The drop in health care has been counterintuitive to the idea that the conflict in the Middle East will slow the economy and push investors into more defensive names, but this is why we never buy a full position all at once. Even though we have plenty of cash, we always leave room in our new names to average down. Also, keep in mind that this new Cardinal position replaced Danaher , which has dropped about 3% since our exit last week. Beyond market rotation, the drug distributor group, which includes McKesson and Cencora , is under pressure after the former announced the retirement of its longtime CFO, Britt Vitalone. The news took the market by surprise, which explains why McKesson shares are down about 5%, making it one of the worst performers in the session. But this exit isn’t one that raises a red flag. It’s part of a planned transition, and Vitalone is staying with McKesson as a strategic advisor to see through the company’s spin-off of its Medical Surgical Solutions business. In short, we are dipping into our large cash position to buy more shares of a company that has been unfairly punished this week. (Jim Cramer’s Charitable Trust is long CAH. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has discussed a stock on CNBC, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.