- After five years underperformance, healthcare sector now shows recovery signs

- Coronavirus outbreak underscores importance of sector; headwinds fading

- ETFs like PJP, XLV, IYH, FHLC plus stocks like ABBV, AMGN, BIIB, HUM, PFE attractive

The rapid spread of the coronavirus from China to the rest of the world is a serious health challenge. It has everyone around the globe concerned about their own healthcare. Additionally, with the market down so much since the outbreak, about 3% at one point in just a few short days, it’s a worry for the health of the average investor’s portfolio as well.

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Recently, my colleague Tom Lee made some very strong points about why healthcare stocks could outperform in 2020. He upgraded the sector to an Overweight rating from Neutral, his stance since Dec., 2015.  We’ll recap the reasons below as well as some individual healthcare stocks that look attractive on our approach.

Some investors, however, prefer to use exchange traded funds (ETFs) in their portfolios, for numerous reasons, whether to lower the portfolio’s single stock risk; gain exposure to many stocks in one group or theme, or to reduce costs versus comparable mutual funds. I’ve put together a list below of healthcare s...

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