2022年12月26日

晨星公司(Morningstar)的最佳持有医疗保健类股名单说，无论经济形势如何，医疗保健类股通常都会保持稳定。今年到目前为止，标准普尔500指数已经下跌了20%，现在可能是在股市上淘便宜货的好时机。晨星公司(Morningstar)列出了不同行业的“最佳持有股票”，其中医疗保健行业通常表现稳健。这家研究公司表示:“无论经济形势如何，医疗保健行业通常都会保持稳定。”这一点很重要，因为人们预计明年经济将放缓，甚至可能陷入衰退。那么晨星公司是如何定义“最佳股票”的呢?宽阔的护城河这是拥有宽阔护城河的公司，这意味着相对于竞争对手具有强大而可持续的优势。晨星公司表示:“我们相信，在未来20年或更长时间里，它们的回报将超过成本。”“他们的竞争优势也在稳定或增强，这增加了我们对他们长期增长的信心。”环境/社会/治理(ESG)因素也发挥着作用。 “The best companies have business models that allow them to effectively navigate evolving ESG issues that could materially impact their business,” Morningstar said. Other metrics are involved, too. “The companies that make our list have predictable cash flows, so our analysts can more accurately estimate how much the businesses are worth,” Morningstar said. “These companies also make smart decisions about how they manage and invest their money.” Morningstar doesn’t recommend that you buy all these stocks now. About half the ones that made its overall list recently traded above the firm’s fair value estimates. Just eight of the 19 healthcare stocks cited by Morningstar recently traded beneath their fair value. Here they are. Roche Holding ( RHHBY ) , the Swiss drug company. West Pharmaceutical Services ( WST ) - Get Free Report , which makes supplies for the drug industry. Roche: Morningstar analyst Karen Andersen puts fair value for the stock at $57, and it recently traded at $39.39. Despite the disappointing test results for Roche’s Alzheimer’s drug gantenerumab, “we remain bullish on Roche’s established portfolio and strong pipeline in oncology,” she wrote in a commentary. Roche also has “continued solid growth prospects for other key drugs in immunology and hematology.” In addition, Roche is the market leader in biotechnology and diagnostics, Andersen said. Thermo Fisher: Morningstar analyst Alex Morozov puts fair value for the stock at $590. It recently traded at $540.68. “Against the backdrop of declining coronavirus revenue , wide-moat Thermo Fisher Scientific's third-quarter was strong,” he wrote in a commentary. “The firm's core operations, buoyed by biopharma demand, grew 14% in the quarter, implying ongoing market share gains for the company.” Further, Thermo “stated that it is nearly entirely offsetting inflation through price increases, which is impressive and supportive of the company's dominant vendor position,” Morozov said. The author of this story owns shares of Medtronic. By