Attractive long ideas : FSH, EYE, CELG, BAX, RMD, BCR, HLTH, HCR, WOOF, BDX, DP, GPRO, IMCL, KOSP and BMET.
A challenging task to identify a theme in Healthcare as continues to appears to be a stock pickers sector.
Appears to be a wise strategy to stay out of the following groups: (until a timely turn takes place).
Instruments: BSX, MDT and STJ.
Hospitals: AHG, HMA, HLSH, THC, TRI
Majority of Biotech: AMLN, MEDI, PDLI
HMO: AET, HUM, WLP==> have been correcting but might be worthwhile selling into near-term strength.
Add to pharma: AZN, GSK, BMY, SGP -- Perhaps one theme that is might have a homogenous behavior.
Medical Products: BAX and BDX.
Names to consider for Growth Manager[ in the Russell 1000: DADE, BMY, FSH, RMD, WOOF, GPRO. (please note there are few drug names in the Russell 1000 HC Growth). So for those interested in being long the drugs over biotech there are few options.
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The positions and strategies discussed on MarketTakers are offered for entertainment purposes only and are in no way intended to serve as personal investing advice. Readers should not make any investment decision without first conducting their own thorough due diligence. Readers should assume the editor holds a position in any securities discussed, recommended or panned. While the information provided is obtained from sources believed to be reliable, its accuracy or completeness cannot be guaranteed, nor can this publication be, in any way, considered liable for the future investment performance of any securities or strategies discussed.
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Dear Readers
The positions and strategies discussed on MarketTakers are offered for entertainment purposes only and are in no way intended to serve as personal investing advice. Readers should not make any investment decision without first conducting their own thorough due diligence. Readers should assume the editor holds a position in any securities discussed, recommended or panned. While the information provided is obtained from sources believed to be reliable, its accuracy or completeness cannot be guaranteed, nor can this publication be, in any way, considered liable for the future investment performance of any securities or strategies discussed.
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