HOLD
Large cap out of France. Diversified. Likes the biologic focus. Bring more of an emerging market focus. Won't shoot the lights out, but likes the stable dividend and the 7.5% EPS growth. Not paying a lot for it.
TOP PICK
A managed care company. Like a large medical insurance company, but they own their own facilities and networks. A shock when it sold off. Valuation is fantastic. Once in a decade buying opportunity. Yield is 1.55%. (Analysts’ price target is $288.54)
TOP PICK
Has given up what Merck has gained. Likes the acquisition, and thinks the reaction is a bit overdone. Up almost 4% today, but still likes it. Yield is 3.37%. (Analysts’ price target is $58.00)
TOP PICK
Large cap diversified biotech company. Seeing shorts because of a patent dispute. Diversified pipeline of drugs. Valuation is attractive. Buy this as a basket. Yield is 3.27%. (Analysts’ price target is $206.95)