Paul MacDonaldAbbVie Inc.ABBVTOP PICKOct 20, 2020

Is up 6% the past month. She targets $232.

If it breaks above $219, she expects it to reach $234.

One of her holdings in the space. This higher-quality name has both growth and less execution risk.

Is up 15% the past year though flat this year. Still likes it. Their pipeline is cooking and other drugs are outpacing Humira.

Impressed how company has dealt with patent cliff on Humira. Has skillfully filled in blanks with new drugs and acquisitions. 

Is up 10% this year despite losing Humira. They have a strong drug pipeline, like Rinvoq up 40% YOY.

Abbvie and AZN are two good healthcare stocks, a sector in which you must be picky because of weakness. Both trade around 15x and pay around a 3% dividend yield.

Seems to have grown to a bigger piece of the portfolio than the investor is comfortable with. Doesn't have too strong an opinion on this particular stock. If you want to trim, a great way is to sell a covered call -- you sell somebody the right to buy the stock from you at a higher price. 

With shares right now around $194, you can sell a September $200 call for about $4.50. If the stock doesn't go up, then you end up just hanging on to your stock.

Has owned this over a decade. Loves it when they bought Allergan. The concern lay with Humira coming off patent a year ago, but they used Humira's cash flow to diversify their entire franchise. Pays a solid yield and offers around 9% EPS growth.

It's up over 8% this year, beating the market. The PE is 15x. Has consistent topline growth due to Skyrizi as well as Botox and arthritis. High-quality. Pays a 3.5% dividend.

Has no patent cliff. They have great franchises in oncology, immunology and others. Shares are down because bond yields are rising. Dividend pays only 3.7%, below interest rates. That said, good to start a position now given their drugs, including Botox.

Skyrizi continues to work.

His best performer so far this year, up 12%. Well-managed. They replaced Humira with hit drugs and added key companies; pays a 3.2% dividend. 

It is a large cap biotech with a temporary pullback. Humera went off patent so there are some declines in revenue. He really likes the re-iteration of Humera which has taken off. Also it is re-designing a mistrial.          Buy 20  Hold 10  Sell 0

The drug companies are in the dog house. If you buy this, you must be patient. It yields 4%.