With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why

354
37
Favorite

With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why

cnbc2021-07-12

Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros. The ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

354

Report

Comment（37）

Joces
·2021-07-12
Like and reply pls thx!
Reply
Like
Report
Wallstrtbets
·2021-07-12
Keep betting.
Reply
1
Report
Zuubbs
·2021-07-12
Good to know! [Strong]
Reply
Like
Report
Kel9670ong
·2021-07-12
Good read
Reply
Like
Report
Targarean
·2021-07-12
Not a fan of healthcare stocks. Too much invested into R&D with uncertain returns so picking the right ones is crucial
Reply
3
Report
Lamborghini1
·2021-07-12
Ok
Reply
Like
Report
glorify
·2021-07-12
To monitor healthcare stock
Reply
2
Report
Fold Replies
- hpt:
  Pls like
  2021-07-12
  Reply
  Report
MireyaMiya万亿丰
·2021-07-12
Monitor further 1st then decide
Reply
3
Report
Fold Replies
- MickeyLiew:
  agree
  2021-07-12
  Reply
  Report
Fiona888
·2021-07-12
Ok
Reply
8
Report
Fold Replies
- Fiona888:
  yes
  2021-07-12
  Reply
  Report
SamYLynn
·2021-07-12
Hi
Reply
Like
Report
OldYee
·2021-07-12
Great news .. to do due diligent check, monitor and decide...
Reply
Like
Report
james_l
·2021-07-12
Great list. CVS health is looking like at support levels.
Reply
2
Report
SARA_231
·2021-07-12
Interesting.. it will be good to monitor the healthcare industry for potential investment
Reply
1
Report
Randolphloo
·2021-07-12
What is the next?
Reply
1
Report
BurningSun
·2021-07-12
[Thinking]
Reply
3
Report
TheHaq
·2021-07-12
Hmm interesting
Reply
3
Report
Chaishen
·2021-07-12
MRK
Reply
2
Report
mmmm77
·2021-07-12
Ok
Reply
4
Report
Fold Replies
- mmmm77:
  Wow
  2021-07-14
  Reply
  Report
ZhiLing
·2021-07-12
ofcoz
Reply
8
Report
Fold Replies
- UTOtrader:
  lin zhiling?
  2021-07-12
  Reply
  Report
手可摘棉花
·2021-07-12
Buy some gold, safer than healthcare
Reply
6
Report
Fold Replies
- JPTL:
  ?
  2021-07-12
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1189655421?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-07-12 08:31","share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","id":"1189655421","market":"us","top_or_hot":-1,"title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","media":"cnbc","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Source Link</a>\n\n</div>\n","source":"cnbc_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TMO","symbol_name":"赛默飞世尔","start_time":0,"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","article_id":"1189655421","we_media_id":null,"thumbnails":[],"rights":{"source":"cnbc_highlight","url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.ArticleHeader-headline{#titleStyle#}a{#lv2TextColor#}.ArticleHeader-time, .Author-authorNameAndSocial a{#sourceStyle#;}","selectors":".PageBuilder-pageWrapper","filters":".ArticleHeader-eyebrow, .RelatedTags-relatedTags","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","pubTimestamp":1626049910,"columns":[],"sourceInfo":{"source_id":"cnbc_highlight","name":"CNBC"},"weMediaInfo":null,"summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","collect":0,"end_time":0,"defaultTopTitle":"cnbc.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TMO":"赛默飞世尔","PFE":"辉瑞","JNJ":"强生","BSX":"波士顿科学"},"translate_title":"由于股市的下一步走势尚不明朗，一些华尔街专家正在押注医疗保健。原因如下","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BSX":0.9,"JNJ":0.9,"PFE":0.9,"TMO":0.9},"content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":146542760,"gmtCreate":1626093720350,"gmtModify":1703753184198,"author":{"id":"4088507078206060","authorId":"4088507078206060","name":"Joces","avatar":"https://static.tigerbbs.com/fe1cc1049e3a5cdd7a9dd7910ab81066","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"4088507078206060","authorIdStr":"4088507078206060"},"htmlText":"Like and reply pls thx!","listText":"Like and reply pls thx!","text":"Like and reply pls thx!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146542760","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146528761,"gmtCreate":1626092495353,"gmtModify":1703753153204,"author":{"id":"3566244878628904","authorId":"3566244878628904","name":"Wallstrtbets","avatar":"https://static.tigerbbs.com/6c38bbee1121ea92508ad9508fa15c5e","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"idStr":"3566244878628904","authorIdStr":"3566244878628904"},"htmlText":"Keep betting.","listText":"Keep betting.","text":"Keep betting.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146528761","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146236601,"gmtCreate":1626081541603,"gmtModify":1703752948960,"author":{"id":"3579256594124844","authorId":"3579256594124844","name":"Zuubbs","avatar":"https://static.tigerbbs.com/5948d7ed8c5f87f267d01d5aa78d1343","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579256594124844","authorIdStr":"3579256594124844"},"htmlText":"Good to know! [Strong]&nbsp;","listText":"Good to know! [Strong]&nbsp;","text":"Good to know! [Strong]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146236601","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146870730,"gmtCreate":1626070511120,"gmtModify":1703752754906,"author":{"id":"3578468158955348","authorId":"3578468158955348","name":"Kel9670ong","avatar":"https://static.tigerbbs.com/bd86c42e207fbd94e7f8877a29457d71","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3578468158955348","authorIdStr":"3578468158955348"},"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146870730","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146844025,"gmtCreate":1626070305467,"gmtModify":1703752751083,"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Targarean","avatar":"https://community-static.tradeup.com/news/59de1c73df3e7e460bd84cc786850fa6","vip":1,"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":7,"crmLevelSwitch":1,"idStr":"3573540190522229","authorIdStr":"3573540190522229"},"htmlText":"Not a fan of healthcare stocks. Too much invested into R&amp;D with uncertain returns so picking the right ones is crucial&nbsp;","listText":"Not a fan of healthcare stocks. Too much invested into R&amp;D with uncertain returns so picking the right ones is crucial&nbsp;","text":"Not a fan of healthcare stocks. Too much invested into R&D with uncertain returns so picking the right ones is crucial","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146844025","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146855777,"gmtCreate":1626069279299,"gmtModify":1703752736133,"author":{"id":"3578903100181699","authorId":"3578903100181699","name":"Lamborghini1","avatar":"https://static.tigerbbs.com/f8b24a649554234324e1e33be42fc25f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3578903100181699","authorIdStr":"3578903100181699"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146855777","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146823344,"gmtCreate":1626067933788,"gmtModify":1703752711845,"author":{"id":"4087698744325360","authorId":"4087698744325360","name":"glorify","avatar":"https://static.tigerbbs.com/bb1a0d88b0029e6cb51d7065d6b143e5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087698744325360","authorIdStr":"4087698744325360"},"htmlText":"To monitor healthcare stock","listText":"To monitor healthcare stock","text":"To monitor healthcare stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146823344","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193999,"gmtCreate":1626069420274,"gmtModify":1663230852448,"authorId":3579759306103275,"author":{"id":3579759306103275,"idStr":"3579759306103275","authorId":3579759306103275,"name":"hpt","avatar":"https://static.tigerbbs.com/986ef7c951112f7be64cfd5d6c1672c5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":146823344,"type":1,"supId":0,"prevId":0,"content":"Pls like","text":"Pls like","html":"Pls like"}],"langContent":"EN"},{"id":146837339,"gmtCreate":1626065223021,"gmtModify":1703752664559,"author":{"id":"3580082297864003","authorId":"3580082297864003","name":"MireyaMiya万亿丰","avatar":"https://community-static.tradeup.com/news/1124aa19e932df4e4bb55e398ab6f78a","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3580082297864003","authorIdStr":"3580082297864003"},"htmlText":"Monitor further 1st then decide","listText":"Monitor further 1st then decide","text":"Monitor further 1st then decide","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146837339","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5196998,"gmtCreate":1626097100400,"gmtModify":1663230866248,"authorId":3571792373977202,"author":{"id":3571792373977202,"idStr":"3571792373977202","authorId":3571792373977202,"name":"MickeyLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":146837339,"type":1,"supId":0,"prevId":0,"content":"agree","text":"agree","html":"agree"}],"langContent":"EN"},{"id":146834178,"gmtCreate":1626065150994,"gmtModify":1703752663578,"author":{"id":"3581675432544786","authorId":"3581675432544786","name":"Fiona888","avatar":"https://static.tigerbbs.com/42688ec73bb74970876cdb05131f23f7","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581675432544786","authorIdStr":"3581675432544786"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146834178","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193609,"gmtCreate":1626065160448,"gmtModify":1663230852444,"authorId":3581675432544786,"author":{"id":3581675432544786,"idStr":"3581675432544786","authorId":3581675432544786,"name":"Fiona888","avatar":"https://static.tigerbbs.com/42688ec73bb74970876cdb05131f23f7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":146834178,"type":1,"supId":0,"prevId":0,"content":"<u>yes</u>","text":"<u>yes</u>","html":"<u>yes</u>"}],"langContent":"EN"},{"id":146831395,"gmtCreate":1626064690617,"gmtModify":1703752656196,"author":{"id":"4087969217298310","authorId":"4087969217298310","name":"SamYLynn","avatar":"https://static.tigerbbs.com/2581a5661edccdf8baba42d6c0fe2d18","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087969217298310","authorIdStr":"4087969217298310"},"htmlText":"Hi&nbsp;","listText":"Hi&nbsp;","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146831395","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146833413,"gmtCreate":1626064659432,"gmtModify":1703752655375,"author":{"id":"4087988953652370","authorId":"4087988953652370","name":"OldYee","avatar":"https://static.tigerbbs.com/5c23051d333adc2bd3e4ab06bd2068ce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087988953652370","authorIdStr":"4087988953652370"},"htmlText":"Great news .. to do due diligent check, monitor and decide...&nbsp;","listText":"Great news .. to do due diligent check, monitor and decide...&nbsp;","text":"Great news .. to do due diligent check, monitor and decide...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146833413","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146894594,"gmtCreate":1626064359318,"gmtModify":1703752650599,"author":{"id":"3563436875655076","authorId":"3563436875655076","name":"james_l","avatar":"https://static.tigerbbs.com/7960ea5c640db331ff2de0da32f6a611","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3563436875655076","authorIdStr":"3563436875655076"},"htmlText":"Great list. CVS health is looking like at support levels.","listText":"Great list. CVS health is looking like at support levels.","text":"Great list. CVS health is looking like at support levels.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146894594","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146896400,"gmtCreate":1626064099300,"gmtModify":1703752646854,"author":{"id":"3582880272972541","authorId":"3582880272972541","name":"SARA_231","avatar":"https://static.tigerbbs.com/bd8d92b2f3729a7b1cddcc2e989397cc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3582880272972541","authorIdStr":"3582880272972541"},"htmlText":"Interesting.. it will be good to monitor the healthcare industry for potential investment&nbsp;","listText":"Interesting.. it will be good to monitor the healthcare industry for potential investment&nbsp;","text":"Interesting.. it will be good to monitor the healthcare industry for potential investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146896400","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146899406,"gmtCreate":1626063736605,"gmtModify":1703752641114,"author":{"id":"4087393417375450","authorId":"4087393417375450","name":"Randolphloo","avatar":"https://static.tigerbbs.com/04766028ce018998ac5d6513e688ff85","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087393417375450","authorIdStr":"4087393417375450"},"htmlText":"What is the next?","listText":"What is the next?","text":"What is the next?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146899406","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146890909,"gmtCreate":1626063588001,"gmtModify":1703752639162,"author":{"id":"3586051882965466","authorId":"3586051882965466","name":"BurningSun","avatar":"https://static.tigerbbs.com/358b6a160727cb5e814434bf2f2265f9","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":3,"crmLevelSwitch":0,"idStr":"3586051882965466","authorIdStr":"3586051882965466"},"htmlText":"[Thinking]&nbsp;","listText":"[Thinking]&nbsp;","text":"[Thinking]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146890909","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146802984,"gmtCreate":1626063405848,"gmtModify":1703752634589,"author":{"id":"3572622102225035","authorId":"3572622102225035","name":"TheHaq","avatar":"https://static.tigerbbs.com/fa8f425ae08e71ad8583df23f2813d71","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":0,"idStr":"3572622102225035","authorIdStr":"3572622102225035"},"htmlText":"Hmm interesting&nbsp;","listText":"Hmm interesting&nbsp;","text":"Hmm interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146802984","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146802021,"gmtCreate":1626063401163,"gmtModify":1703752633941,"author":{"id":"3575102877976288","authorId":"3575102877976288","name":"Chaishen","avatar":"https://static.tigerbbs.com/b8bb167c6f990b4a02d66313039eb021","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":5,"crmLevelSwitch":1,"idStr":"3575102877976288","authorIdStr":"3575102877976288"},"htmlText":"MRK","listText":"MRK","text":"MRK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146802021","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":146318323,"gmtCreate":1626053483762,"gmtModify":1703752384494,"author":{"id":"4088394212156320","authorId":"4088394212156320","name":"mmmm77","avatar":"https://static.tigerbbs.com/f2949c5f11dfc166633494e8ce9d626a","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"4088394212156320","authorIdStr":"4088394212156320"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146318323","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5212649,"gmtCreate":1626225098536,"gmtModify":1663230939128,"authorId":4088394212156320,"author":{"id":4088394212156320,"idStr":"4088394212156320","authorId":4088394212156320,"name":"mmmm77","avatar":"https://static.tigerbbs.com/f2949c5f11dfc166633494e8ce9d626a","vip":1,"currentWearingBadge":{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.93%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":146318323,"type":1,"supId":0,"prevId":0,"content":"<u>Wow</u>","text":"<u>Wow</u>","html":"<u>Wow</u>"}],"langContent":"EN"},{"id":146304630,"gmtCreate":1626052359720,"gmtModify":1703752346566,"author":{"id":"3557823792637532","authorId":"3557823792637532","name":"ZhiLing","avatar":"https://static.tigerbbs.com/40d052b9f7db59b50f72a3cbcbc99234","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3557823792637532","authorIdStr":"3557823792637532"},"htmlText":"ofcoz","listText":"ofcoz","text":"ofcoz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146304630","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5192106,"gmtCreate":1626054782520,"gmtModify":1663230843943,"authorId":3574547619690492,"author":{"id":3574547619690492,"idStr":"3574547619690492","authorId":3574547619690492,"name":"UTOtrader","avatar":"https://static.tigerbbs.com/82be6befb29ac8516e463638d3f659d5","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.98%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":146304630,"type":1,"supId":0,"prevId":0,"content":"lin zhiling?","text":"lin zhiling?","html":"lin zhiling?"}],"langContent":"EN"},{"id":146306355,"gmtCreate":1626052232077,"gmtModify":1703752341144,"author":{"id":"3579342217954724","authorId":"3579342217954724","name":"手可摘棉花","avatar":"https://static.tigerbbs.com/eb5d81ca4420febc27175fcd21eb90b2","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3579342217954724","authorIdStr":"3579342217954724"},"htmlText":"Buy some gold, safer than healthcare&nbsp;","listText":"Buy some gold, safer than healthcare&nbsp;","text":"Buy some gold, safer than healthcare","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146306355","repostId":1189655421,"repostType":4,"repost":{"id":"1189655421","kind":"news","pubTimestamp":1626049910,"share":"https://ttm.financial/m/news/1189655421?lang=&edition=fundamental","pubTime":"2021-07-12 08:31","market":"us","language":"en","title":"With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why","url":"https://stock-news.laohu8.com/highlight/detail?id=1189655421","media":"cnbc","summary":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, ","content":"<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith the next move for stocks unclear, some Wall Street pros are betting on health care. Here’s why\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 08:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe ...</p>\n\n<a href=\"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","JNJ":"强生","TMO":"赛默飞世尔","BSX":"波士顿科学"},"source_url":"https://www.cnbc.com/2021/07/09/heres-why-some-wall-street-pros-are-betting-on-health-care.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1189655421","content_text":"Thursday’sstock market sell-offand rising concerns about global growth have rattled some investors, but the health care sector may offer an attractive hiding place, according to Wall Street pros.\nThe pullback came as Wall Street strategists havegrown increasingly tepid about the near-term directionof the market, which has reeled off a string of record highs in recent weeks but is facing uncertainty about the Federal Reserve and variants of Covid-19.\n″[Thursday’s decline] is highlighting this push and pull between investors with different time horizons. In the near term, it’s hard to argue that any of the news on the delta variant gets any better,” said Jeffrey Kleintop, chief global investment strategist at Charles Schwab.\nAmid that uncertainty, there appears to be a growing appetite for more defensive plays. Bank of America said in a note on Thursday that fund flows from private clients have shown build-ups in defensive positions over the past four weeks, with utilities being the most popular.\nThat environment could be good news for investors in health care, a traditionally defensive sector that some Wall Street pros have turned bullish on in recent weeks.\nHealth care enters a growth phase\nBecause the companies were hit so hard during the pandemic, which forced hospitals across the country to suspend many non-Covid procedures and care, health care is in a sweet spot as a defensive play with strong year-over-year growth, said Alicia Levine, head of equities at BNY Mellon Wealth Management.\n“They terribly underperformed very early cycle, as one would expect, and of course the actual facts on the ground that people stopped going to the doctor and stopped doing unnecessary procedures during the pandemic, all of that will come back,” Levine said. “So in a sense, health care is in a growth phase now and also the sector will do well in this kind of mid-cycle phase.”\nThe spread of the delta variant of Covid-19 is a growing concern for the broader market, but Kleintop said that health stocks should be able to better withstand another wave of Covid in the U.S. as the medical system should be able to operate more normally than last year.\n“The idea that hospitals would be overwhelmed seems like a low probability, given the effectiveness of the vaccine, particularly with regard to severe cases, and the fact that hospitals are better prepared for this,” Kleintop said.\nAttractive prices\nThe health care sector is currently trading near record highs, but the stocks have mostly trailed the broader market this year. TheS&P 500has gained 16% year to date, while theHealth Care Select Sector SPDR Fundhas climbed about 13%.\n\nThat underperformance, combined with a weak year for the sector in 2020, means that health care stocks are attracting the attention of some value investors.\nEli Salzmann, manager of the highly ratedNeuberger Berman Large Cap Value Fund,said he has added pharmaceutical positions in recent months.Johnson & JohnsonandPfizerare top-10 holdings for the fund.\n“If you look at some of the larger pharmaceutical companies, they certainly are inexpensive and they are certainly within the value spectrum,” Salzmann said.\nMeanwhile, BTIG’s Julian Emanuel included several health care stocks in his top picks for the second half of 2021. The strategist said in a note this week that he is bullish on medical device stocksBoston ScientificandThermo Fisher.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5193459,"gmtCreate":1626063635394,"gmtModify":1663230852525,"authorId":3585350696038563,"author":{"id":3585350696038563,"idStr":"3585350696038563","authorId":3585350696038563,"name":"JPTL","avatar":"https://static.tigerbbs.com/6f6dde4c2c1d83e8d80141b547948419","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":146306355,"type":1,"supId":0,"prevId":0,"content":"?","text":"?","html":"?"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":354,"commentSize":37,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}