COH is up +21% so far this year, but interestingly, it hasn’t caught our attention as much as more battered names over the last week’s turnaround – one week doesn’t make a summer. If we are correct and bond yields drift/fall into Christmas we believe the best performance within the Healthcare Secxtor will be enjoyed by stocks that really struggled in the first three quarters.
- We like COH; it recently reported well but was dragged lower through overall market selling over recent months, so it should bounce with the sector.
MM is bullish toward COH short term
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