In a recent article, I explained why the healthcare sector (XLV) is one of the top three sectors for dividend-growth investors to focus on this quarter. The reason it is among the top three for new investment this quarter is earnings. This article highlights four picks within the healthcare sector I am targeting for the Technical Investor Portfolio.
Source: own work
The healthcare sector is expected to produce the second strongest earnings growth this quarter. Earnings growth will expand in the third and fourth quarters, estimates for this year's earnings growth are on