In his latest column on Seeking Alpha, Validea CEO John Reese says his Guru Strategies are finding some intriguing picks in the healthcare sector.
“For much of the two-year-plus stock market rally, the healthcare sector has been left far behind the rest of the market,” Reese writes. “That’s changed recently. While the rest of the market has stumbled amid the turmoil in the Middle East and the tragic earthquake and tsunami in Japan, many healthcare stocks have pushed higher. And long-term care facilities, medical care, and health care plans are all among the top industries in terms of year-to-date returns, according to Morningstar.”
Reese focuses on four healthcare firms, including pharmacy benefits manager Catalyst Health Solutions, which gets approval from his Martin Zweig-inspired approach and his James O’Shaughnessy-based growth stock model. Other picks include stocks that get high marks from his Warren Buffett-, Peter Lynch-, and Joel Greenblatt-based strategies.
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