FTXH News and Press, First Trust Nasdaq Pharmaceuticals ETF From 08/10/22

Catalent has built up a solid track record of value creation over the past nearly decade long period. The company has seen excellent operating momentum, despite the pandemic being on its retreat. With shares lagging, valuations have become a lot more compelling, not to be confused...

Johnson & Johnson offers investors a combination of dividend growth and capital appreciation upside potential. The company is home to some of the best brands in the consumer health care space, a robust pharmaceutical portfolio, and an expansive slate of medical technology offering...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

The investment landscape has been much more difficult for most sustainable portfolios since the fourth quarter of last year. One thing that we know is that the sustainability challenges that these stocks are connected to haven’t gone away. If anything, the economic challeng...

A convergence of technologies is set to revolutionize how physicians examine the body for signs of cancer. there is every reason to expect that future evolution of robotic endoluminal procedures could include the ability during the procedure to treat the cancer, either via ablation or...

Per capita U.S. healthcare spending went from $2,968 in 1980 to $12,531 in 2020 (both in 2020 dollars), more than a threefold increase. Amazon announced its plans to acquire primary healthcare company One Medical for $3.9 billion. I believe this deal represents the catalyst for a sign...

After a difficult first half, healthcare’s defensive capabilities are coming into question, but it outperformed the broader markets on a relative basis. The MSCI World Healthcare Index fell by 10.3% through June 30, 2022, in US dollar terms, compared to a 20.5% decline for the ...

Zoetis is a global leader of Animal Healthcare products. They have a diverse and durable portfolio consisting of medicines, vaccines, diagnostics, and genetics. Zoetis has been growing revenue and expanding margins. Investment Thesis Zoetis ( ZTS ) develops, manu...

Johnson & Johnson beat analysts' estimates for sales and EPS, but lowered its guidance for the year. The strengthening of the dollar has hit Johnson & Johnson hard. Although Johnson & Johnson is not strongly undervalued, its dividend and stability may attract some inve...

Massive short interest buildup is like tinder for a bullish fire. Good economic news is the match for the short-covering rally. Healthcare stocks look especially good and should outperform. After several tortuous weeks of abnormal volatility and a directionless trading e...