SPDR Health Care E.T.F.

XLV-N

NYSEARCA:XLV

102.02
0.45 (0.43%)

Analysis and Opinions about XLV-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 24, 2019
(A Top Pick May 09/19, Up 4%) Seasonality ends Oct. 24. It's been faltering lately. The US election campaign is a headwind and will continue to overhang. He may exit this.
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(A Top Pick May 09/19, Up 4%) Seasonality ends Oct. 24. It's been faltering lately. The US election campaign is a headwind and will continue to overhang. He may exit this.
PAST TOP PICK
PAST TOP PICK
September 11, 2019
(A Top Pick Sep 12/18, Down 1%) He was stopped out of this. The medical devices space is good. Biotech services, are under huge pressure. This ETF was a little too inclusive so he exited.
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(A Top Pick Sep 12/18, Down 1%) He was stopped out of this. The medical devices space is good. Biotech services, are under huge pressure. This ETF was a little too inclusive so he exited.
COMMENT
COMMENT
September 6, 2019

US Healthcare For knee replacements and implants he likes SNN-N. He does not prefer the ETFs, such as XLV-N, because they hold too broad of an array of companies, including the big drug companies that are under pressure. He would focus on the tool and device space instead.

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US Healthcare For knee replacements and implants he likes SNN-N. He does not prefer the ETFs, such as XLV-N, because they hold too broad of an array of companies, including the big drug companies that are under pressure. He would focus on the tool and device space instead.

PAST TOP PICK
PAST TOP PICK
August 7, 2019
(A Top Pick Aug 07/18, Up 1%) He was stopped out a while ago. Managed care got hit and became politicized. The sector went neutral, so he went into medical devices instead.
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(A Top Pick Aug 07/18, Up 1%) He was stopped out a while ago. Managed care got hit and became politicized. The sector went neutral, so he went into medical devices instead.
TOP PICK
TOP PICK
May 9, 2019
It is defensive with a seasonal period from May first to the beginning of August. Investors get attracted to this sector at this time of the year because it is defensive. It has started to outperform the market. It is less exposed to the China/US trade deal. It is not a bad place to be. It is a place to hide out in.
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It is defensive with a seasonal period from May first to the beginning of August. Investors get attracted to this sector at this time of the year because it is defensive. It has started to outperform the market. It is less exposed to the China/US trade deal. It is not a bad place to be. It is a place to hide out in.
TOP PICK
TOP PICK
January 8, 2019
Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
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Buying beta. Can drop with the market but high quality market exposure. Tends to have high cash flow, large cap, robust companies, well diversified. Yield 1.6%.
TOP PICK
TOP PICK
December 6, 2018
You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
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You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.
TOP PICK
TOP PICK
October 15, 2018

It's the largest by far in this space and cheap at 0.13% MER. Carries the biggies in healthcare with J&J, Pfizer as the top two holdings. It's highly liquid. He wants US dollars now, which is another plus. Also likes ZUB-T, but he prefers U.S. dollars.

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It's the largest by far in this space and cheap at 0.13% MER. Carries the biggies in healthcare with J&J, Pfizer as the top two holdings. It's highly liquid. He wants US dollars now, which is another plus. Also likes ZUB-T, but he prefers U.S. dollars.

TOP PICK
TOP PICK
September 12, 2018

He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

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He feels the market is near the late stages of the bull run, but feels this balanced portfolio will continue to work well.

TOP PICK
TOP PICK
August 7, 2018

This tends to be late stage and has been growing rapidly in the last 3-to-4 months. It is just starting to break out. Within the underlying sector, more industries are starting to do well pharma, services, distributors and hospitals are all improving and the US-based policy risk seems to be toning down. (Analysts’ price target was not provided)

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This tends to be late stage and has been growing rapidly in the last 3-to-4 months. It is just starting to break out. Within the underlying sector, more industries are starting to do well pharma, services, distributors and hospitals are all improving and the US-based policy risk seems to be toning down. (Analysts’ price target was not provided)

BUY
BUY
January 19, 2018

A US healthcare ETF? He would buy one of the Spider sector ETF's. This one has very, very low costs, and is very liquid. It is well diversified. If you want something that has Canadian hedging, then you can buy ZUH-T from the Bank of Montréal.

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A US healthcare ETF? He would buy one of the Spider sector ETF's. This one has very, very low costs, and is very liquid. It is well diversified. If you want something that has Canadian hedging, then you can buy ZUH-T from the Bank of Montréal.

John Hood

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Price
$88.440
Owned
Unknown
BUY
BUY
January 17, 2018

The 2nd best performing sector in the S&P 500. He likes it, but doesn't have any exposure to healthcare right now. It's a great ETF. With an $.805 Cdn dollar, he would definitely be buying the name.

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The 2nd best performing sector in the S&P 500. He likes it, but doesn't have any exposure to healthcare right now. It's a great ETF. With an $.805 Cdn dollar, he would definitely be buying the name.

PAST TOP PICK
PAST TOP PICK
January 3, 2018

(A Top Pick Feb 17/17. Up 16%.) He still likes this. There are very few sectors that are in secular bull markets. This is one of them. This should be a core holding for every Canadian investor.

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(A Top Pick Feb 17/17. Up 16%.) He still likes this. There are very few sectors that are in secular bull markets. This is one of them. This should be a core holding for every Canadian investor.

PAST TOP PICK
PAST TOP PICK
June 30, 2017

(A Top Pick April 18/16. Up 14.37%.) He still likes this. Healthcare is in a secular bull market. The trend started in 2012. It is still a Hold.

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(A Top Pick April 18/16. Up 14.37%.) He still likes this. Healthcare is in a secular bull market. The trend started in 2012. It is still a Hold.

PAST TOP PICK
PAST TOP PICK
May 11, 2017

(A Top Pick April 18/16. Up 8%.) If this can get above the peak it hit in March, it is going to really accelerate. He would like this one longer-term. (See Top Picks.)

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(A Top Pick April 18/16. Up 8%.) If this can get above the peak it hit in March, it is going to really accelerate. He would like this one longer-term. (See Top Picks.)

Showing 1 to 15 of 31 entries