Stock price when the opinion was issued
Not overly bullish on healthcare as a whole, as its growth may be less attractive. Likes medical devices, with a built-in backlog due to Covid. He owns SYK. There should be a significant pickup in procedures over the next 2 years. SYK has strong earnings growth, near a 1-year high. Also look at IHI, the medical devices ETF, packed with companies leading the healthcare sector.
(A Top Pick July 7/17 Up 22%) A steady growing ETF. It has good diversification to the sector. It captures health, demographic and consumer spending themes, without taking one-company risk.