Thursday, November 09, 2006

Healthcare Looks Attractive

With the Democrats winning the house and senate, healthcare names have been hammered the past few sessions. It is time to buy Johnson & Johnson (JNJ), Merck (MRK), UnitedHealth (UNH), Humana (HUM), Gilead Sciences (GILD), Wyeth (WYE), and Novartis (NVS). The selling is overdone and a rally is imminent.

I continue to like the electronic medical record companies such as Cerner (CERN), Quality Systems (QSII), and Allscripts (MDRX).

Note: I am long CERN


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