Tuesday's election eliminated some uncertainty around health-care reform, but the market is still undervaluing several firms in the sector, say Morningstar's Alex Morozov and Matt Coffina.
A group of top managers continue to keep looking for good investment opportunities, while taking full advantage of a rising (and potentially overvalued) market to book some gains.
This week: A Greek revival, a new frontier, easing Fed concerns, and an artistically volatile stock.
Despite the Fed taper, a U.S. economy struggling to shake off the winter blues, and a slowing China, stocks continued their remarkable winning streak from April through June.
Recent sell-off provides dozens of buying opportunities.
Even if the NIH is drastically cut, we don't see a doomsday scenario for these companies, and some of the industry's stronger players are now trading at attractive valuations.
Morningstar markets editor Jeremy Glaser sizes up the scenarios on the fiscal cliff, health-care reform, Fed policy, bank regulation, and more following this week's election.
Obamacare will benefit some sectors more than others, but poor economy and pricing pressures are the biggest challenges most health-care firms must face.
Large drugmakers are out of favor, but some good funds are banking on a rebound.
Four offerings deemed to be right for right now.