A great business, and a leader in Pharma/benefits management space. Their franchise of Optum has been eating up market share in that fragmented space. Also, have contracts with the US military. Thinks it could have a little bit of volatility if there is a Clinton president, which could give you a buying opportunity.

(A Top Pick Aug 27/15. Up 18.02%.) Recently took profits on this. The healthcare sector is under little pressure with some of the rhetoric coming out of the election talk in the US. He still likes this, but it might hold back a little by more talk from the US politics.

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

He likes it.  They will benefit from Obamacare going forward.  He took it out of the portfolio, but will revisit it.  It got overbought so wait for it to pull back before buying.

The largest Medicare contractor in the US and a top Pharmacy Benefits Management (PBM). Best in class management. They have a stated mandate to return 50% of free cash flow every year. Significant demographic tailwinds for years to come. Dividend yield of 1.65%.

He would stick with Anthem (ANTM-N) instead. This one was a little bit late to the party in terms of taking up the insurance through Obama care.

The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.