Source Post

The Most Obvious Buys in This Market Right Now

Jun 19, 2026

The creator highlights healthcare as a potentially overlooked sector compared to the heavily favored technology and semiconductor industries. Despite some individual healthcare stocks performing well, the sector as a whole, represented by the ETF XLV, has lagged the S&P 500 significantly over multiple years. This underperformance, coupled with strong growth in areas like GLP-1 drugs from companies like Eli Lilly and Novo Nordisk, suggests potential opportunities for investors seeking less crowded trades, provided valuations are considered.

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Tickers discussed in this post

BSXNeutralLow ConvictionResearch Only

Boston Scientific is categorized as a medical device company.

BMYNeutralLow ConvictionResearch Only

Bristol Myers is categorized as a pharmaceutical stock with valuation as a primary focus.

PFENeutralLow ConvictionResearch Only

Pfizer is listed as a pharmaceutical stock where valuation is a key consideration.

GILDNeutralLow ConvictionResearch Only

Gilead is noted as a pharmaceutical stock with valuation considerations.

AMGNNeutralLow ConvictionResearch Only

Amgen is mentioned as a pharmaceutical stock with valuation considerations.

ABBVNeutralLow ConvictionResearch Only

AbbVie is noted as an income-compounding stock within the healthcare sector.

NVONeutralMedium ConvictionSignal-backedPrimary

Novo Nordisk is highlighted as a major growth story in the market due to its GLP-1 drugs, but valuation needs to be considered.

LLYNeutralMedium ConvictionSignal-backedPrimary

Eli Lilly is highlighted as a major growth story in the market due to its GLP-1 drugs, but valuation needs to be considered.

ZTSNeutralLow ConvictionResearch Only

Zoetis is mentioned as a healthcare stock that has been hit hard.

MDTNeutralLow ConvictionResearch Only

Medtronic is mentioned as a healthcare stock that has been hit hard.

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