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DD
Daniela Duong
@danieladuong · May 22

Have a great Monday,
do you have a healthcare sector represented?

I have $CVS so far, the stock is down a lot at the moment, so I'm thinking of overbought. Long term then I follow $BNTX and now more recently $TNYA, which has become my heartthrob (they deal with heart defect treatments).

WS

Healthcare is not represented at all... I honestly don't even know what to look for in it, I don't know any companies and I don't even have anyone around to ask in that regard :) It's a bit of a blackbox for me.

DD

I understand, one doesn't have to have everything represented :)

FB

In my opinion it is better to stick to the proven classics here, that's where I rank JNJ and Merck. I have both in my portfolio and will probably hold them until retirement, there is no reason to sell just yet.

DD

Great thanks

RB

I have $JNJ and I've been holding $BMY for a long time

DD

$JNJ is also on my radar, I'll check out $BMY. Thanks

BC

Healthcare looks like a great sector to me and I have bought shares of $CVS and $JNJ.

DD

This sector should hold up even in a recession :)

AG

I have $BNTX in my portfolio which I intend to hold longer term🙏

DD

Thanks, I'll probably add $BNTX to my portfolio

YE

I currently have $ABBV $JNJ $PFE $BMY I sold $TEVA $WBA $VTRS $CAH

DD

Super thanks :)

JB

I'm at CVS, too. I'm pretty sorry I didn't go to $LLY last year at $290, that was a big mistake. I still have my eye on the company, but I'm really not giving $442 a share.

DD

I don't know $LLY, but the increase is huge:)

MD

I'm in $CVS and I trust it, I'll stick around for a long time. The $TNYA one looks affordable because of its price, do you trust it? (if she'd put her emotions away and. it wasn't a heartbreaker) :)

DD

$TNYA is a risk for me, but: For me, anything that advances research within the heart with the brain is a good investment (as humanity we're buried there in our infancy) Specifically here, if they can really at least dotest the replacement powder, new valve replacements, it will be a mega breakthrough in quality of life for patients and it's also a mega money spinner (plus there are more and more people with valve regurgitation at older ages and it will continue to get worse). But the risk that they fail or someone comes up with something even better is there. For me, their studies look good.

RR

I also like $CVS, positions for years at a nice price. I wouldn't be afraid to take $PFE yet, but from healthcare one is enough for me.

DD

Agreed, I'm thinking about $PFE:)