Goldman strategist who made big market call this week says these stocks are the 'best opportunity'

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David Kostin, Goldman Sachs chief U.S. equity strategist, said historically cheap health care stocks are due for a rally, calling them the "best opportunity" after the election.

The strategist turned heads this week with a bullish outlook for the market on the back of a possible successful vaccine. On Wednesday, he hiked his year-end S&P 500 target to 3,700 from 3,600. But the bigger call was that he expects the broad equity benchmark to rally to 4,300 by the end of 2021, which represents a 21% gain from here.