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10 Health-Care Stocks to Consider Buying Now

While it would be easy to focus on only the top 10 health-care holdings of our top managers, which currently include 5-star names like Johnson & Johnson (JNJ: 59.73, -0.08), Pfizer (PFE), and Merck (MRK: 31.65, 0.47), we thought we'd look a little bit deeper into the most recent high-conviction purchases made by our Ultimate Stock-Pickers in the sector. Despite already being the largest health-care holding of our top managers coming into the most recent period, Johnson & Johnson continues to be purchased with conviction, with at least one manager making a new money purchase in the stock. Merck and Novartis (NVS: 49.59, 0.09) are two other top health-care holdings that continue to draw the attention of our Ultimate Stock-Pickers, albeit with slightly less conviction than other purchases in the sector. This leaves us then with seven names that aren't in the top 10 health-care holdings, with almost all of them trading at levels below our Consider Buying price.



Each of these seven stocks stands out not only because it was a high-conviction buy during the most recent period, but because each had new money committed to it by at least one of our top managers. Abbott Laboratories (ABT: 49.84, 1.16) had the most activity, being purchased by four managers and having seven of them hold positions in the name at the end of the second quarter. Genzyme (GENZ: 55.58, 0.36) was also purchased by multiple managers during the period, although we did note that one manager completely eliminated his stake in the biotech firm. Bristol-Myers Squib (BMY: 22.26, 0.16), Medtronic (MDT: 36.46, -0.26), and Zimmer (ZMH: 51.5, -1.25) all benefited from high-conviction new money purchases during the quarter, but all of these names still paled in comparison to the activity seen in both Becton, Dickinson (BDX: 67.3, -0.99) and Covidien (COV: 42, -0.26).

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