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Does MM like any US Health Care stocks?

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Does MM like any US Health Care stocks?

I've noticed US Health Care has taken off - God knows why - are there any companies there that are a screaming buy? (I just bought IXJ and MRK). What do you think of the sector?

Answer

Hi Arthur – their defensive earnings would be one reason I suspect. We like Merck (MRK US) however it’s been strong of late. We would also consider service provider HCA Healthcare (HCA US) into current weakness – this is one we have on the radar for our International Equities Portfolio.

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Merck & Co (MRK)
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