Summary: During turbulence in the equity markets, many investors turn to traditional defensive sectors to protect their portfolios, but many of those sectors appear to be overbought and overvalued, based on historical valuation analysis. However, some stocks in the health care sector are an exception, many pharma stocks trade at reasonable valuations with attractive yields and several managed health care stocks trade at multiples that get value investors excited with potential catalysts on the horizon. Will lower cost inflation help unlock value in the managed health care sector? We’ll examine several potential opportunities in this sector. Join Randy each week as he provides current market commentary and delves into timely investment topics.
