CNBC Stock Blog
- Mulling Buffett's Stock Advice? Get in With REITs: Fund Managers
- So Now You Can’t Give Microsoft Away?
- Groupon Needs More Disclosure: Analyst
- China’s Steelmakers Set for Turnaround: Analyst
- Bulls Bet Silicon Motion Will Bounce
- Tobacco Stocks a Hot Dividend Play: Analyst
- Forget the Earnings, Disney’s Issue Is the Multiple: Analyst
- Drug Stocks Do Well in ‘Gloom and Doom’ Market: Analyst
ABOUT THE CNBC STOCK BLOG
RSS FEED
CNBC EXPLAINS
5 Health Stocks That Work w/ Obama: Analyst
Text Size 
Opposition to the Obama administration's health care plan had a new voice Monday, as the U.S. Chamber of Commerce launched a critical ad campaign suggesting alternatives.
But despite concerns re the value of private health care, John Sullivan of Leerink Swann says this is a crucial time to buy health stocks — particularly managed care and biotech. (See his stock recommendations, below.)
"Managed-care stocks are economically sensitive companies," Sullivan told CNBC. Thus, the category dropped in price paralleling the greater market downturn. But therein lies the appeal, he said.
"More broadly, these sorts of [market] concerns are reflected in the valuation of managed care stocks."
Investors should not limit themselves to managed care, however. He sees opportunity in many corners of the health space:
"The entire health care sector is valued pretty cheaply, relative to where it was a year ago," Sullivan said.
Recommendations:
Biotech:
Biogen Idec [BIIB
Loading...
()
]
Amgen [AMGN
Loading...
()
]
Managed Care:
WellPoint [WLP
Loading...
()
]
Cigna [CI
Loading...
()
]
Information Technology:
Cerner [CERN
Loading...
()
]
______________________________
______________________________
Disclosures:
Disclosure information was not available for Sullivan or his company.
Data is a real-time snapshot *Data is delayed at least 15 minutes
