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Strategies & Market Trends : Young and Older Folk Portfolio

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From: chowder10/9/2025 2:29:29 PM
1 Recommendation

Recommended By
agniv

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Anyone have any comments to add about GILD. I sold them way back when Hillary Clinton was trying to promote healthcare and it hurt GILD's pricing power. Not a political statement, just a little color to provide a timeline and why I sold GILD at the time.

I have never looked back at them, and maybe I should have.

JNJ is actually looking strong, and I have been adding to them. However, I'm looking for a HC company with strong earnings projections and expected higher results.

I currently have the following HC companies across the various portfolios I manage.

ABBV .. BDX .. LLY .. JNJ .. TMO.

I might be dumping BDX and I want a HC equity to replace it, so suggestions welcome. Thanks.
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