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'Trading Nation' Analysts Give Their Health Care Picks

'Trading Nation' Analysts Give Their Health Care Picks

「貿易國家」分析師給他們的醫療保健選擇
Benzinga Real-time News ·  2020/11/06 06:47

On CNBC's "Trading Nation," Quint Tatro of Joule Financial and JC O'Hara of MKM Partners spoke about the health care stocks. It seems that prospects of divided government are good for the sector as the health care stocks traded higher in the week after the election.

開啟 CNBC 的「貿易國家」 焦耳金融和 MKM 合作夥伴的 JC 奧哈拉的昆特·塔特羅談到了醫療保健股。由於醫療保健股在選舉後的一周內交易較高,因此分裂政府的前景似乎對該行業有好處。

Tatro sees opportunities in the space, but he wouldn't chase the health care stocks. Two of his favorite names in the sector are Pfizer Inc. (NYSE:PFE) and Merck & Co., Inc. (NYSE:MRK). They have a better balance sheet than most but are still highly levered. He thinks they're a good addition for a portfolio, but he wouldn't chase them.

塔特羅看到了這個領域的機會,但他不會追逐醫療保健股票。他在該領域最喜歡的兩個名字是 輝瑞公司 (紐約證券交易所:全氟) 及 默克股份有限公司 (紐約證券交易所:MRK).他們有一個比大多數更好的資產負債表,但仍高度受到推崇。他認為他們是一個很好的補充投資組合,但他不會追逐他們。

Some of the most important breakouts in the sector came from the managed care stocks, like UnitedHealth Group Inc (NYSE:UNH), Cigna Corp (NYSE:CI) and Anthem Inc (NYSE:ANTM), said O'Hara. He bought Anthem on Thurdsay.

該行業中一些最重要的突破來自管理式護理庫,例如 聯合健康集團有限公司 (紐約證券交易所:UNH), 信諾環球科技股份有 (紐約證券交易所:CI) 及 国歌公司 (紐約證券交易所:ANTM),奧哈拉說。他在瑟賽上買了《國歌》。

He explained that the stock might be stretched in the short term, but it's breaking out above the resistance, which speaks for further upside. O'Hara sees at least 20% of upside for Anthem and he has a technical target of $400 for the stock.

他解釋說,股票可能會在短期內拉伸,但它突破了阻力位之上,這說明了進一步的上行空間。奧哈拉至少看到 20% 的上行為國歌,他的股票的技術目標為 400 美元。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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