US Markets - Buy ideas within U.S. Healthcare

publication date: Nov 30, 2018

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.

 

REPORT PDF DOWNLOAD HERE

 

 

 

 

 

 

 

 

 

 

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