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Market. He is not so much into single drug companies that are into single home runs. He likes diversified healthcare companies. Companies have not traded at a discount to the markets since ’08. Companies are chugging forward and improving. We are seeing a pinnacle coming of the $billions in spending of R&D and we will see the benefit for the next couple of years. 3 to 5 years out we are past the patent cliffs of the past. He follows some of the healthcare REIT large caps in the US and few of the smaller in Canada.

He likes their leadership in drug therapies. They have their HEP-C and diabetes franchises. It is an easy hold for him. They are well diversified. They are number 3 in animal health products. It has a PE of 15.5 times next year’s earnings. (Analysts’ target: $70.00).

They are known for Botox. Aesthetics is a big part of their business as well as a great urology business and Gastro Intestinal business. They sold their urology business and reinvested their cash into R&D. It is very inexpensive. (Analysts’ target: $271.50).

The dominant player in health insurance in the US. They have a pharmacy benefit manager. They are squeezing down costs and gaining business. (Analysts’ target: $214.00).

(Top Pick Feb 22/17, Up 3%) It has traded in line with others. It is a wonderfully run company with a deep pipeline into diabetes and arthritis. They are in the forefront of immunotherapies for arthritis. They are the leaders. 15.5 times forward earnings. It should trade in a double digit PE. He likes it for leadership and diversification.

(Top Pick Feb 22/17, Up 17%) They are a pure play on health insurance in the US. They are a leader in 14 states on blue cross and blue shield. Technicians should grin at this chart.

(Top Pick Feb 22/17, Up 19%). They have a blood cancer drug. They are testing it on all kinds of other indications. They have the ability to double the revenues based on their existing products. It is the more growthy component of his portfolio.

They will be quite volatile. He likes it. There is a trial coming out in January of next year. It trades at 19 times forward earnings and a little ahead of peers. He would own it in combination with others to balance out the risk.

They recently made an acquisition. If Kyte was so great why did they sell out? GILD has the ability to take them to market. The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology. Novartis got approval on a similar drug recently and that drove the stock higher. You are okay to hold this here. Let’s get through this November date.

He got in in January. It was hard to make that decision. He sold because the outlook on generic drug prices became weak (down 8-10%). A new CEO came in recently. He does not like their business and does not know if it will decline further. Wait and see if there is recovery.

They are joint ventured with Merck. Their oncology business is growing. Their dividend is stable. They are big pharma and you won’t see as much growth out of it. He is in it for the dividend.

It has a large franchise in MS which comprises 75% of their business. He is seeing potential threat to this franchise from two companies. Their Alzheimer’ drug comes to trial in 2019 and has high risk.

He has this in his high yield portfolio. GSK-N has their well established pharma and then their Nicolette and other consumer lines. They are getting rid of non-core assets. There is not a lot of growth, but a modest dividend.

They create drugs similar to other bio-similar drugs. The competitive threats in biologics are a little bit similar. They got approval this morning for a biologic drug. He would like to see them consolidate here.

They have a ability to be a global commercialization machine. They have 125 drugs that generate in excess of $100 million in revenue. It is on the uptick after passing the patent cliff. It does have a whole lot of pipeline excitement over the next couple of quarters, but it has a 12.9 times forward earnings with a 3.9% dividend yield.