Health Care Facilities
Robust Health Care Leads Since Market Peak
Health Care has been the best performing sector following mid-February’s market peak. Its robust relative performance during this bear market isn’t terribly surprising given the sector’s defensive qualities, but it has impressively outpaced other safe haven areas.
Health Care Facilities Purchased In Select Industries
YTD, out of the 110 industries, HC Facilities is the fourth best performing group
Highted Attractive Groups
Department Stores have rallied the last four months; Health Care Distributors is one of the cheapest groups we track; Paper & Forest Products is the only Materials group in the Attractive range of the GS Scores.
Highlighted Attractive Groups
Health Care Facilities, Railroads, and Real Estate Management & Development are among the month’s intriguing opportunities based on the current Group Selection (GS) Scores.
A Clean Bill For Health Care Facilities - Group Purchased In August
U.S. demographic and economic trends coupled with meaningful expansion of the insured population should continue to support Health Care Facilities.
Current Attractive & Unattractive Groups and Highlights
Beverages is one of a handful of “defensive” groups which has staged a comeback in our ratings during the last few months.
Booster Shot Of Health Care...Activating Pharmaceuticals & Health Care Facilities
Initiating new portfolio positions in Health Care Facilities and Pharmaceuticals. Former Generic Pharma portfolio holdings now being rolled into the broader Pharmaceuticals group.
Weakness In Health Care GS Scores
Health Care was our top-ranked sector from March 2003 to February 2004. Since that time, the sector’s composite score has steadily fallen.
Sector Spotlight: Health Care Watch
We see Health Care as a key theme in 2004. The sector is defensive, but sports high growth rates– hitting an investment “sweet spot”, which should allow for strong relative performance in any market environment.
New Select Industries Group Holding: Health Care Facilities
Group had really ugly 1999, now rated attractive and there are some real values here.
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