NVIDIA (NASDAQ: NVD), SiteMinder Ltd (ASX: SDR) and BetaShares Global Healthcare ETF (ASX: DRUG)
Hi Team, Your view on the above 3 stocks please.
The Latest Q&A
Answer
Hi Sidney,
Three very different stocks/ETFs here from a thematic perspective:
NVIDIA – we covered this chip goliath in depth on Friday, here, we like the stock around US$165 and are looking to add a position to our International Equities Portfolio, beginning with a ~3% weighting, with the intention of building from there.
SiteMinder Ltd (SDR) – we remain long and bullish towards SDR, liking the rhetoric from Octobers AGM, covered here. The company’s growth strategy appears on track, but it’s been a tough year, and the company will need to deliver from here.
- MM is bullish towards SDR around $3.50, initially targeting a break above $4, or ~15% higher.
BetaShares Global Healthcare ETF (ASX: DRUG) – for members not familiar with DRUG it provides diversified exposure to leading global pharmaceutical, biotechnology, medical technology and healthcare companies, with currency hedging to minimise the impact of AUD fluctuations. Charging 0.57% p.a., the ETF offers exposure to a defensive sector supported by ageing populations.
This ETF has enjoyed a strong 2026 having rallied ~18% helped by Amgen, Merck, Johnson & Johnson, Eli Lilly and AbbeVie all trading up by more than 30% YTD. However, looking forward we can see the DRUG ETF losing some of its defensive appeal as rotation flows mature, but it still looks good, as strong US large-cap pharma earnings and a more constructive US drug pricing environment creates a tailwind.
- MM is bullish towards the DRUG ETF around $10.
