Great piece. Couldn't agree more on the call (proud CI and BMY shareholder). A theme across the sector is strong balance sheets as well, which she touched on with credit ratings. Something we are also seeing a lot of in the sector is buybacks. In addition to CI and BMY, AMGN and HCA are doing substantial buybacks to name a couple
Lyn is one of the best when it comes to macro analysis. Highly recommend her work! Thanks for the equity ideas as well. Given the times, it makes sense to lean more into risk-off options.
Great piece. Couldn't agree more on the call (proud CI and BMY shareholder). A theme across the sector is strong balance sheets as well, which she touched on with credit ratings. Something we are also seeing a lot of in the sector is buybacks. In addition to CI and BMY, AMGN and HCA are doing substantial buybacks to name a couple
Hi Tim! Yes, the sector benefits from strong balance sheets too.
On a relative basis, I also believe Healthcare is going to do better than SPX from here.
Lyn is one of the best when it comes to macro analysis. Highly recommend her work! Thanks for the equity ideas as well. Given the times, it makes sense to lean more into risk-off options.
Agreed!
new subscriber here. you put out excellent content. big fan of lyn alden too. 👍👍
Welcome!
Thank you.
Ciao caro Gigi, grazie delle belle parole!