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The Cigna Group (CI)
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Eli Lilly and Company (LLY)
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Thermo Fisher Scientific Inc (TMO)
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Zoetis Inc. Class A (ZTS)
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DexCom Inc. (DXCM)
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Lantheus Holdings Inc. (LNTH)
Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes
Best wishes