'Trading Nation' Analysts Give Their Health Care Picks
'Trading Nation' Analysts Give Their Health Care Picks
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.
另請參閱: 隨著行業避免最壞情況的選舉情況,健康保險股市飆升
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.
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。