Health Care

In our framework, Health Care is the number one performer year-to-date by almost five percentage points.

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Healthy Tigers is not a new exhibit at the zoo, but rather a new index of stocks that will benefit from expanding health care in emerging Asia countries, especially in China.

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Initiating new portfolio positions in Health Care Facilities and Pharmaceuticals. Former Generic Pharma portfolio holdings now being rolled into the broader Pharmaceuticals group.

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Highlight on the Health Care sector: Relative Valuations, Top Twenty Components, P/E Ratios, PSR, and Gross Profit Margins.

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It is well-known that valuations for U.S. large-caps have compressed dramatically since their late 1990s heydays, and among all large-caps the cheapest of the cheap may be the health care stocks. 

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A look at the Insider Selling patterns of several Health Care related groups. As with Energy groups, there is some evidence that Insiders’ transactions can be useful in identifying tops and bottoms in specific industry areas.

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Using Breadth Dynamics to assess strength of small cap stocks versus large cap stocks within various broad market sectors: Health Care, Materials, Consumer Discretionary, and Energy.

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The near term is becoming more uncertain for Health Care stocks, as HC groups have experienced an erosion in GS Score strength.

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Health Care was our top-ranked sector from March 2003 to February 2004. Since that time, the sector’s composite score has steadily fallen. 

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We view Health Care as a key theme in 2004. The sector is defensive and sports high growth rates thanks to the large (and growing) demand from elderly Americans.

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We see Health Care as a key theme in 2004. The sector is defensive, but sports high growth rates– hitting an investment “sweet spot”, which should allow for strong relative performance in any market environment.

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There was a brief pause last month in our Health Care scores, and we were proceeding with caution. This month, our GS Score work regained some of that lost momentum.

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Since 2000, the Health Care sector has moved ahead with no help from the big drug stocks.

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Conceptually we think that the big drug stocks are poised to rebound, but they have yet to rank Attractive in the Group Selection Scores.

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A look at why our very overweight Healthcare position and zero weight in Financials has not hurt our performance this year.

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This thematic group shifted to attractive for February after slow but steady improvement over last six months.

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Special reprint of Steve Leuthold, Byron Wien and Charley Maxwell conference call from early April.

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With the improvement of the Pharmaceutical group within our GS Score rankings to attractive, along with Biotech’s fall from grace (all the way to unattractive), we are getting a chance to make a move into the drug stocks.

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We believe Energy and Health Care are now moving into leadership positions.

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“Major Drugs” hit Attractive in June, slipped to High Neutral in July, and moved back to Attractive in August.

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