Healthcare sector, one of the most popular sectors for investors, especially value investors. What are we going to think, health is the one thing we should protect most in our lives, and companies that are involved in this will profit from it perhaps indefinitely. Thanks to them, our society is able to live to a ripe old age. who are your favourites in this sector? For me, I... Read more
Johnson & Johnson is offering its shares in exchange for Kenvue shares.
Earlier this week, there was interesting news for investors focused on the healthcare sector. The company $JNJ is offering to exchange shares for Kenvue stock at a 7% discount.
Investors, the pharmaceutical company Johnson & Johnson reported results today and the results beat expectations. Overall, I see potential in pharmaceutical and medical device companies and I like to invest in them. I already have $CVS in my portfolio and plan to add $PFE to my portfolio. I would like to add $JNJ to my portfolio, but it is at a high price and I fear it will be... Read more
$JNJ is probably a fine company too, such a classic. I already have $PFE and $CVS, so I'm not thinking about it though, I'd rather build those positions.
What sector are you primarily focused on and what sector do you see the most potential in???
My main focus lately has been on the healthcare sector, as I see huge potential there. I think the healthcare sector is still moving forward and will grow even more in the future.
When I look at how many people have some health problems and medicine is needed more and more, or how many... Read more
I understand the tobacco industry the most. Next would probably be the automotive industry, where I currently have only one representative. I also have quite a bit invested in the healthcare sector, although I don't move much in it. Then maybe 1 piece of each for diversification, my portfolio is constantly changing.
Charlie Munger and his view of healthcare in the US.
Charlie, a friend, partner of Warren, has recently been vocal about his concerns about US healthcare, literally stating that it is a system that prolongs death to make more money and comparing patients to African carcasses. 🤔
I'm taking a long look at pharmaceutical stocks right now, where I'm recently invested in $JNJ. But I'd like to add at least one more representative from that sector to my portfolio. Any tips? Alternatively, what do you find interesting in terms of price as well?
Welcome, dear investors! Today I'd like to focus on the US healthcare sector and compare a few notable stocks with you, I'll summarize 3 as a tip:
1️⃣ $JNJ is a long-established company in medical equipment, pharmaceuticals and consumer healthcare products. They have a strong portfolio of innovative products and are known for their research and development... Read more
Nice examples, the $MMM one I also started to follow, I am waiting for now, because there are enough lawsuits as Pavel writes and it could still go up. Let me ask you, what about $CVS company, do you know it and possibly what do you think about it?
I've been interested in the healthcare sector quite a bit lately. Because I see a lot of potential in it.
Medicine in general has made huge strides recently, whether it's the production of weight loss drugs, for example, or the production of robots for surgery.
I have $JNJ and $CVS in my portfolio so far, but I'm still thinking about $MDT, which is the company that... Read more
I have $CVS and $PFE stocks in my portfolio and plan to look at $LLY.