BMO EqWt US HthCare Hedged CAD (ZUH.TO)

Likes the sector and this ETF. Its US based and well diversified. It’s not just big Pharma, but is various hospital services, management, etc. Given the demographics, the population, etc., it is a really good growth area.

This dropped when the biotech industry was getting hammered on costs by US politicians. It had quite a good run, and probably got overbought and over owned. It has gone through quite a significant correction. Technically it looks like it has sort of bottomed. Probably not a bad time to enter.

Healthcare ETF. There is no Canadian one. He likes this one.

(A Top Pick Feb 17/15. Down 9.16%.) This is down because there was not the pickup from the US$, as well as all the questions about mispricing among the big pharmas. Still likes this, because it is not that big on just pharma, but is also in hospital management and different kinds of services. Thinks there is going to be a pretty good market for health services over the next several years. If there is any weakness in it, buy it.

(A Top Pick Feb 17/15. Down 6.17%.) Healthcare has been beaten up, and he likes the sector. It is well diversified amongst the companies. It has service providers, labs, etc.

1 or 2 ETF’s in healthcare? A lot of the big Pharmas are coming under pressure because there is a question of price gouging by a number of Pharmas, and that is being investigated in the US. He tends to look for the ETF’s that are not just big Pharmas, but more into biotech, healthcare, hospital management, insurance, etc. This is the one that he prefers and it is Cdn$ hedged.

Loves healthcare ETF’s. Keep in mind that in this ETF there is the Pfizer’s and the Merc’s. It is important that everybody should have some healthcare in their portfolio. Equal weight will usually outperform market weight.

A healthcare ETF? When it comes to healthcare ETF’s, a lot of them have a very large weighting in pharmaceuticals. A lot of the larger names have not done very well. The space you want to be in would be more of the biotech and healthcare benefit providers.

(Top Pick Sep 26/14, Up 26.76%) He would be reducing. Take the money and protect yourself. It is starting to top out.

A basket of US healthcare stocks, Cdn$ denominated, so you don’t have to worry about currencies. He thinks this is a good deal. There is no sign of a downtrend and thinks it goes higher.

All 3 picks are in healthcare. There is a huge wave of baby boomers that will be coming through this market and making demands on the healthcare system. This will exhaust itself in probably 15 years. The nice thing about this one is that it is not just Pharma, but has some hospital management services, other kinds of care facilities, etc.

We are not early in the US healthcare trade. Wait for a 10% pullback.

(A Top Pick April 24/15. Up 1.78%.) This is a basket of US healthcare stocks, which tends to do well in the summer.

He likes this because it is equal weighted and hedged against the decline in the US$. You can quite comfortably put this into your portfolio.

Healthcare tends to do quite well during the summer. The healthcare sector on average gains about 4.6% between the start of May to about the end of October. That outperforms the S&P 500 by about 4.3%. This is a way for Canadian investors to play US healthcare stocks.