Healthcare Stocks Staging a Comeback

Is anyone surprised that healthcare stocks (XLV), and biotechnology stocks, in particular (IBB), are among the top performers so far this year, after being the worst in 2016? Mean reversion is real, and there are fundamental reasons why this reversion trend may continue. And if you do your homework, there are individual stocks and active funds that we believe may be an even better way to play this fundamental trend. This article highlights a few...

For example, as we wrote  at the end of December, here are three relatively attractive healthcare-related stocks...

Gilead Is a Hail Mary: 3 Better Stocks to Consider

Also, we consider this healthcare closed-end fund particularly attractive, it's up 10% already this year. (Members-Only Report)...

Also worth noting, there are several attractive sectors from a contrarian/mean reversion standpoint that have not already rebounded this year, and there are fundamental reasons to believe they will. For example, real estate and utilities, as we've recently written about here...

This 9% Yield Real Estate CEF Is Attractive 

and here...

Real Asset CEF Yields 8%, Pays Monthly, Big Discount to NAV


Worth considering, high yielding business development companies (BDCs) have continued to rise this year. We believe investors should be cautious in this space. For example, we sold one of our big-dividend BDCs recently (it happens to be a very popular one), and we continue to now own just one BDC. You can read about that here...

New Trades: Income Equity Strategy (Members-Only)

To view all of our current holdings and members-only content, consider a subscription to Blue Harbinger Research. And as always, invest wisely!

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