What Did You Buy Today?

[fenders53]

(05-28-2020, 01:16 PM)EricL Wrote:

(05-28-2020, 12:17 PM)kblake Wrote: I need to get into this space. All I have is AMGN. Maybe you can list like 10 names you like and I will pick 2-3 out of of those to buy. I don't have the time to research 200 names lol

I don't know about the speculative biotech, but on my healthcare watch list for DGI, here are the pharma-related stocks I most like.

ABBV, AMGN, BMY, LLY, MRK, ZTS

When the price is right I guess my med rankings are.

BMY-JNJ-LLY-MDT-MRK

I have a large position in PFE but I'm not at all in love with it.  Sold LLY and most of my ABT when valuations got out of hand.  MDT will be back when elective surgeries start back up.  That is actually going to subdue most of the big boys at least another quarter IMO.  Of course they may run up for no reason though lol.

AMZN is probably my best retailer ever but I am out for now.  I'll revisit the sector in a few quarters if valuation is right.  I can live without retail until it makes sense.