I don’t think novo Nordisk is undervalued. Its antiobesity drug has been comparatively inferior compared to Eli Lilly’s and historically it also has been running into stock issues. So, I see it as inferior to Eli Lilly in both clinical performance and logistic capability which could be detrimental. Given novo Nordisk’s expected comparatively lower growth to Eli Lilly, Novo Nordisk is not undervalued and I prefer to buy a winner than a laggard.


UNH has pulled back already. However, I believe the new leadership can turn things around. It is a major player for insurance in the US and trump looks set to introduce his own ways of keeping healthcare costs affordable for the Americans though not the same strategy as Obamacare. I expect premiums to pour in as Americans depend on it to keep their healthcare costs more affordable and so I expect another rebound next year especially if recession happens.


Recently coka cola has done well too and is almost a sure win dividend stock.
# Sector Rotation: LLY Breaks $1,000, UNH Rebounds: Shift to Value Stocks?

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