Friday, April 05, 2019 1:29:49 PM
So what's the answer? My answer is very similar to the 2018 results. I expect we will see very strong gains continue into the first half of the year and taper off for this sector as they have every year since at least 2015. Many of the gains through the April to July seasonality period have been quite strong in the past and delivered a large percentage of the annual gains for stocks in this sector. As I continue with long positions in Healthcare and good gains in LABU year to date, I expect to participate in this effect until it is arbitraged away.
https://seekingalpha.com/article/4252996-healthcare-breakout-beat-2018-forecast-high-will-go-2019
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