Healthcare Leaders Income Fund

HHL-T

Analysis and Opinions about HHL-T

Signal
Opinion
Expert
BUY
BUY
June 25, 2018

It's been building a base and current levels may rise past $9. He likes this, though it's in a volatile sector. HHL is acting quite well. He'd buy it now, and certainly when it breaks out past $9.

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It's been building a base and current levels may rise past $9. He likes this, though it's in a volatile sector. HHL is acting quite well. He'd buy it now, and certainly when it breaks out past $9.

COMMENT
COMMENT
May 22, 2018

HHL-T vs ZUB: The performance of HHL has been mediocre since 2015. You're buying yield, but not getting growth. But there's nothing wrong with great yield. In ZUB, you get the opposite. Growth vs. yield: Which do you want?

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HHL-T vs ZUB: The performance of HHL has been mediocre since 2015. You're buying yield, but not getting growth. But there's nothing wrong with great yield. In ZUB, you get the opposite. Growth vs. yield: Which do you want?

HOLD
HOLD
May 14, 2018

An aging population is good for this sector, but this sector is under scrutiny, too. Trump is getting tough on drug prices. That said, healthcare is a good place to be. He wouldn't add to an existing position. Hold no more than 5% in a sector.

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An aging population is good for this sector, but this sector is under scrutiny, too. Trump is getting tough on drug prices. That said, healthcare is a good place to be. He wouldn't add to an existing position. Hold no more than 5% in a sector.

BUY
BUY
December 18, 2017

Largely international healthcare companies with an option strategy overlaying it. It is an active strategy. It is a nice combination for exposure to the healthcare sector. It will be a good yielder but not a big grower.

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Largely international healthcare companies with an option strategy overlaying it. It is an active strategy. It is a nice combination for exposure to the healthcare sector. It will be a good yielder but not a big grower.

WEAK BUY
WEAK BUY
November 13, 2017

He loves covered call strategies. They are very active managers and he thinks they do a very good job of it. The last few years have been an up market in the healthcare market. XLV-N is the broad US healthcare market. You have a much better return with HHL-T because of the dividend as well. It is a good way to hold healthcare late in the cycle.

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He loves covered call strategies. They are very active managers and he thinks they do a very good job of it. The last few years have been an up market in the healthcare market. XLV-N is the broad US healthcare market. You have a much better return with HHL-T because of the dividend as well. It is a good way to hold healthcare late in the cycle.

DON'T BUY
DON'T BUY
March 27, 2017

The US healthcare bill having failed Friday puts some risk into the sector. He would be fine if it fell back to support levels, but would not step in today, otherwise it is a fine quality holding.

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The US healthcare bill having failed Friday puts some risk into the sector. He would be fine if it fell back to support levels, but would not step in today, otherwise it is a fine quality holding.

COMMENT
COMMENT
March 13, 2017

This invests in healthcare related securities, and believes the enhancement comes from an option strategy overlay. Like any other sector, this is fine when it is going up. This ETF tends to have a lot of volatility compared to some of the others. He doesn’t use this, so doesn’t know that much about it. It’s a fine product and he has no issues with it. It has a pretty significant yield, which tends to be what attracts a lot of people. Dividend yield of 8%+ right now.

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This invests in healthcare related securities, and believes the enhancement comes from an option strategy overlay. Like any other sector, this is fine when it is going up. This ETF tends to have a lot of volatility compared to some of the others. He doesn’t use this, so doesn’t know that much about it. It’s a fine product and he has no issues with it. It has a pretty significant yield, which tends to be what attracts a lot of people. Dividend yield of 8%+ right now.

COMMENT
COMMENT
February 22, 2017

This is his company’s fund. It hedges its currency and has 20 large cap global healthcare companies. One of the greatest risks in the market right now is individual stock risk.

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This is his company’s fund. It hedges its currency and has 20 large cap global healthcare companies. One of the greatest risks in the market right now is individual stock risk.

COMMENT
COMMENT
January 25, 2017

What is really going to drive outperformance is having some diversification, but over and above that, be able to overweight which sectors will outperform. A passive product is not going to do that for you. It makes sense to own an actively managed product.

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What is really going to drive outperformance is having some diversification, but over and above that, be able to overweight which sectors will outperform. A passive product is not going to do that for you. It makes sense to own an actively managed product.

BUY
BUY
January 23, 2017

They use an option overlay to generate extra yield. It is a great way to play healthcare, which he is bullish on. Nice yield. In a strong equity market you would underperform with the covered call strategy.

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They use an option overlay to generate extra yield. It is a great way to play healthcare, which he is bullish on. Nice yield. In a strong equity market you would underperform with the covered call strategy.

COMMENT
COMMENT
January 13, 2017

Healthcare is a subsector that he believes has the most political risk. As a long-term play, it makes a lot of sense given the aging population globally and the growing biotech industry, that will subject you to the day to day volatility which happens whenever there is a headline out of the US.

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Healthcare is a subsector that he believes has the most political risk. As a long-term play, it makes a lot of sense given the aging population globally and the growing biotech industry, that will subject you to the day to day volatility which happens whenever there is a headline out of the US.

PAST TOP PICK
PAST TOP PICK
March 30, 2016

(A Top Pick March 6/15. Down 11.55%.) Holds the biggest health care providers globally. Sold his holdings in December before the fall in the markets.

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(A Top Pick March 6/15. Down 11.55%.) Holds the biggest health care providers globally. Sold his holdings in December before the fall in the markets.

BUY
BUY
February 29, 2016

He likes healthcare as a general investment area. They have the better ones and have a covered call overlay. The risk in the US is political, based on pressure on drug prices. The charts look good and it looks like a bottom is developing.

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He likes healthcare as a general investment area. They have the better ones and have a covered call overlay. The risk in the US is political, based on pressure on drug prices. The charts look good and it looks like a bottom is developing.

COMMENT
COMMENT
February 8, 2016

They have a covered call strategy that increases yield. He mistakenly suspected last week that they were returning capital.

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They have a covered call strategy that increases yield. He mistakenly suspected last week that they were returning capital.

WAIT
WAIT
January 22, 2016

Sold this in December, anticipating the decline that was coming. However, healthcare is something that he wants to own on a long-term basis. Right now is a time to be cautious. We should go through a pretty good rally in the next week or so, and at that point he would definitely recommend it.

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Sold this in December, anticipating the decline that was coming. However, healthcare is something that he wants to own on a long-term basis. Right now is a time to be cautious. We should go through a pretty good rally in the next week or so, and at that point he would definitely recommend it.

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