Stock price when the opinion was issued
Healthcare has been one of the spaces that has had very good earnings growth in the S&P and probably global as well. A very stable space. Probably a little bit of a stretch in terms of valuation. He tends to like some of the biotech names. Feels healthcare will continue to run because of the need to own something more secure and put into things that have a nice dividend. Very little volatility.
This is an interesting one and he has no problems with it. The one thing is that it is about 60% US, so it is not that much diversification on a global basis. Nothing wrong with that though.