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Top Healthcare Stocks Beyond The Market Rotation Averaging 128% Forward EPS Growth
Seeking Alpha • • business
Key Points:
- Healthcare stocks have outperformed the broader market over the past month, rising around 6%, driven by a rebound in biopharma funding and improved sentiment towards medical service providers.
- Global fund managers increased their healthcare sector holdings more than any other sector, according to Bank of America’s July survey, reflecting a rotation away from AI and other risk-on trades.
- Investors often shift to defensive sectors like healthcare during market volatility and uncertainty, such as the period leading up to the U.S. midterm elections in November.
- Steven Cress, Head of Quantitative Strategies at Seeking Alpha, highlights three healthcare stocks with an average forward EPS growth rate of 128%, combining strong fundamentals and attractive valuations.
- The article emphasizes a data-driven, quantitative approach to investing, with no personal stock holdings or conflicts disclosed by the author.
