Health Care Sector

[EricL]

Here is my latest research article covering dividend growth stocks, this time in the Health Care Sector of the market:

Top 10 Healthcare Stocks For Dividend Growth And Income

I have been adding to my exposure in the sector of late, with AMGN being the latest purchase. It seems to me that there are some good opportunities for both dividends and capital growth in the sector, as share prices are now well off of recent highs, and several companies are projected for double digit earnings growth in the years ahead.

[Dividendsrule]

Excellent...

[Rasec]

Thank you! Bought recently Merck to add to JNJ and those are my two positions in healthcare at the moment, but I'm looking to add Gilead and Amgen as well. I wasn't considering Abbvie but I'll give it a better look.

[benjamen]

AbbVie is getting slammed:
http://seekingalpha.com/news/2849986-abb...10-percent
http://blogs.barrons.com/stockstowatchto...s&ru=yahoo

I am still looking for a second healthcare stock to pair with JNJ holding; ideas?

[DividendGarden]

(10-23-2015, 06:23 AM)benjamen Wrote: I am still looking for a second healthcare stock to pair with JNJ holding; ideas?

I like Baxter and Becton Dickenson at the right prices, but I love JNJ the most.

[Roadmap2Retire]

AbbVie is something that was on the back of my mind to research, but even though Im tempted - Im not ready to buy in without doing my due diligence. GILD is benefiting a lot with ABBV's fall since that will boost their HepC drug instead.

I own JNJ as well and to complement, I own AMGN - which has more of a focus on inflammation, oncology and nephrology drugs.

FYI, GILD's focus is on HepC and HIV drugs.

[EricL]

(10-23-2015, 06:23 AM)benjamen Wrote: AbbVie is getting slammed:
http://seekingalpha.com/news/2849986-abb...10-percent
http://blogs.barrons.com/stockstowatchto...s&ru=yahoo

I am still looking for a second healthcare stock to pair with JNJ holding; ideas?

I think it depends a bit on what you are looking for and what your risk tolerance is. If you are looking for a more stable company, BDX with it's 43 year track record of dividend growth is a good option.

If you are looking more growth potential, some of the bio-techs like GILD, AMGN, or ABBV may be worth a look.

I also think ANTM, ABC and UNH offer nice long-term potential as well.

In my opinion, there are plenty of attractive options in the sector.

[Rasec]

EricL, I'm surprise you left Merck out, any strong reason you see?

[EricL]

(10-23-2015, 10:01 AM)Rasec Wrote: EricL, I'm surprise you left Merck out, any strong reason you see?

Track record mainly. MRK has grown earnings at just 3.1% annually over the last decade, and dividends at just 1.7%. It has an attractive yield of 3.4%, that I expect to grow at a low single-digit rate going forward.

I think it is a good income play, but am looking for more growth in my own portfolio.