Bill Baruch joined CNBC’s Halftime Report to discuss the latest ratings upgrades in biotech and how to position within the healthcare sector heading into the turn of the calendar.
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Bill, you got to have the also MJ and UAH. They remain most confident, they being BMO in Vertex and Regeneron. Well, I think here’s the thing with the bigger names that I’m owning, I like the cash flow. And as you look into a year or two of a bull market, so this they’re looking at the rates which I agree with.
And in year two of a bull market, which we are in right now, we’re heading into the turn of the calendar year is is health care. It tends to outperform along with financials. So they’re really setting up of where else can they be looking at and focusing on other than tech. And that’s what my I’m looking at to I added IQ V recently life sciences spot and I think with that right there I mean when you start seeing more money flow into health care, the life sciences should be able to start to trend higher a bit to waste you.
I mean, everybody knows by now—
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