Bulls
Industry to Watch
Healthcare
Let's be real, healthcare is on the up and up. With the mRNA COVID vaccine expect more novel innovations to come. I'm bullish on the healthcare industry, especially in those R&D companies focused on immunizations, diabetic care, and cardiac and pulmonary health.
Top 3 Bulls I'm Watching | Reviewed Monthly (Updated January 2021)
United Therapeutics may not seem like a great value, its price is near its 52 week high, but this company continues to innovate and has far exceeded expected earnings each Quarter in FY20. I expect this stock to just continue going up. The Leadership team is strong and humble - just take a look at their caricatures! This company is going to continue to innovate and grow, it's a no-brainer for me. I look to the health of their pipeline of new development as well as their overall company culture/leadership to continue to grow.
Leadership team and culture of innovation
Good track record of FDA approvals
Long list of new pharmaceuticals in their pipeline (multiple at Phase 3 trials)
Value-creating biotechnology model
AbbVie had a bit of a loss in 2019, but they've turned it back around since then. They've got a good pipeline of treatments and research as well as some promising research for use of their current pharmaceuticals for other medical issues. This is a good buy, but worth tracking month to month.
Good leadership team
Promising biologic treatments
Upward trends since 2019
Medtronic has been in the news for multiple devices for nearly everything. They've been on a nice linear positive trend for years. They were impacted by COVID pretty hard, but have now reached their pre-COVID mark. I expect a lot of value to be gained still for them. By their job listings, they seem to practice Lean Manufacturing practices, which is good for value creation.
I like their leadership team
Lost a lot of value from COVID but continues its upward trends now
Tons of new products and innovations in nearly every health issue
Seems to practice Lean Manufacturing methods