-
The Cigna Group (CI $261.96)
-
Eli Lilly and Company (LLY $878.24)
-
Thermo Fisher Scientific Inc (TMO $473.36)
-
Zoetis Inc. Class A (ZTS $113.35)
-
DexCom Inc. (DXCM $62.25)
-
Lantheus Holdings Inc. (LNTH $74.47)
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