This summary was created by AI, based on 7 opinions in the last 12 months.
The Health Care Select Sector SPDR Fund (XLV-N) has received mixed reviews from experts regarding its performance and future potential. Some analysts highlight the fund's overweight position in biotech and pharma as beneficial, especially given the favorable aging demographics and solid dividends. However, others express concerns about the sector's recent performance, noting that while healthcare can provide defensive protection, it has underperformed during market rallies and currently faces pressures, including low relative strength indicators. Furthermore, while there may be growth opportunities in areas like diabetes and weight loss, some experts recommend caution, suggesting to avoid the sector temporarily due to recent declines. Overall, the healthcare sector has potential for recovery, but the current environment presents both risks and buying opportunities.
(Note the short timeframe.) A defensive pick at the time. Sector did well until September, then started to break down. He sold. When the market's running hot, healthcare doesn't take off. Not now in a seasonally strong period.
Making RSI new lows versus the market. Avoid this whole neighbourhood for a while.
A basket of names, with some winners and some losers. LLY is the top holding, that's a winner. Also holds JNJ and PFE, which haven't done particularly well.
He owns NVO, MCK and CAH. He likes those companies where the only serious competition comes from 1 or 2 others, as they can control pricing power. Diabetes and weight loss are definite growth areas. See his Top Picks.
Energy, tech and healthcare will likely lead sales growth in the second half of 2024.
Second-half 2024 comps in earnings are compelling.
Excellent name that offers defensive protection. Strength in health care sector good for investors. Weakness in sector that past 1-2 years is creating buying opportunity.
Likes healthcare in general, a larger weight for him. Healthcare has been the leader YTD, only 11 days into the new year. The XLV would make sense for a broad-based, US healthcare strategy. IXJ is the global version of that.
Bought this to be defensive, however, health care wasn't that defensive this year. Now, HC is past seasonality and he doesn't like it.
The recent inflows into healthcare are based on the new diet drugs like Ozempic. Novo Nordisk and Eli Lilly have benefitted from this trend. These diet drugs are the AI equivalent in healthcare, are blockbusters.
Parts of healthcare are doing very well: equipment, disposables, more surgical procedures, managed care. Does this translate into stronger earnings and growth even during an economic contraction?
She picked it to start the year, but it hasn't performed well in the first six months. Healthcare has lagged this year, but when the VIX is this low, you want to hold defence.
She hopes healthcare picks up in the second half. She feels we're in late cycle where staples and utilities are expensive, but healthcare performs the best among these. HC has underperformed in the first half, but should improve second half or 2024, because XLV holds so many good companies.
She expects a recession in 2024, and higher unemployment. She sees a lot of opportunity in healthcare.
Defensive name that provides exposure to health care sector.
Very strong sector as health care demand not going away.
Excellent prospects for healthcare during summer months.
Health Care Select Sector SPDR Fund is a American stock, trading under the symbol XLV-N on the NYSE Arca (XLV). It is usually referred to as AMEX:XLV or XLV-N
In the last year, 12 stock analysts published opinions about XLV-N. 4 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Health Care Select Sector SPDR Fund.
Health Care Select Sector SPDR Fund was recommended as a Top Pick by on . Read the latest stock experts ratings for Health Care Select Sector SPDR Fund.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
12 stock analysts on Stockchase covered Health Care Select Sector SPDR Fund In the last year. It is a trending stock that is worth watching.
On 2025-03-14, Health Care Select Sector SPDR Fund (XLV-N) stock closed at a price of $144.93.
He's overweight healthcare and within that is overweight biotech and pharma. There's a reversion to the mean after a brutal election year, but that's always the case. Relief comes when presidential policies are not as dire as expected. These stock have tremendous valuations and pay good dividends and there's growth with aging demographics.