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US Markets - Buy ideas within U.S. Healthcare
Cerundolo Investment Research
US Markets Update
Volume 2, Issue 30
November 30, 2018
Items of Interest:
With healthcare continuing to score very well in our model, we went through a large universe of U.S. stocks which score well and have very good absolute and relative trends in place.
In the first chart of the PDF below, we show the equal-weighted index of the following three sector ETF’s which we have used in prior reports, Pharmaceuticals (IHE), Medical Devices (IHI), and Biotech (IBB). The index continues to hold above support and we are seeing a turn up in relative performance vs. the ACWI. This sector has been one of our top picks for the year and remains so until it does something wrong.
Below please find 24 long ideas, 12 of which are biotech which starts on page 14.