Biotech Values

[DewDiligence]

Re: Top stock picks for LTBH

You asked for only 3-5 names, which means I have to exclude several worthy candidates. At current valuations, my top-5 picks for long-term buy-and-hold are MNTA, PCL, MON, CLB, and HES (not necessarily in that order). Three of these names (MNTA, CLB, HES) have a lot of buyout vig and probably won’t exist in their current form five years from now, IMO.

Other LTBH names I like are the ones listed in the My Stocks section of my iHub profile page; these are (in alphabetical order): ABT, AGN, APD, BHP/BBL, CLF, CUB, CVX, DE, MMM, NVS, PFE, UNP, VALE, and XOM.

As you can see, I favor companies in natural resources, healthcare, and ag tech, especially those who are beneficiaries of The Global Demographic Tailwind. In fact, every name on the above list has a clear-cut tie-in with The Global Demographic Tailwind in some manner. Regards, Dew