Damien L. Conover, CFA, discusses healthcare stocks and various implications of healthcare reform.
Damien L. Conover, CFA, discusses healthcare stocks and various implications of healthcare reform. He focuses on several topics including economic moats and the valuation of health care companies, the changing structure of the health care industry, and Obamacare’s effects on subsectors. Additionally, he details what’s in the pipeline for Big Pharma and Morningstar’s top healthcare picks.
Finding Value in Healthcare Stocks and the Impact of Healthcare Reform
• What are economic moats, and how do they impact the valuation of health care companies? • How is the structure of the health care industry changing? What will be the key drivers for success in each subsectors going forward? • What’s in the pipel
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