Healthcare conversations over the past two years have centered almost exclusively on COVID-19, vaccinations, and therapeutics. Yet the dynamic sector offers much more to dissect as we emerge from the pandemic.

This year, investors have flocked to healthcare stocks in search of safe-haven assets that tend to offer consistent revenue streams amid global uncertainty. Healthcare was a cornerstone of Mark Newton’s 2022 strategy, along with Energy, and we believe there are quality stocks in the sector worth considering for your portfolio. Many names in the space also boast respectable dividends.

Newton, our Head of Technical Strategy, remains constructive on Healthcare, as well as Brian Rauscher, our Head of Global Portfolio Strategy and Asset Allocation, and Adam Gould, our Head of Quantitative Strategy, who recently noted his models continue to show the area is promising. “I’m positive on Healthcare right now,” Gould noted last week. “Certainly, from a defensive standpoint, I prefer it to staples.” And, as you’ll find, below, Tom Lee, our Head of Research, added several healthcare names to his Granny Shots list, which has beaten the S&P 500 by 96% since inception. In this piece, we will offer analysis on each of his recent picks.

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