Buy Hold Sell: Why healthcare still needs some reviving (and 2 strong buys in the sector)
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While healthcare was clearly the lifeblood of the Aussie market over the last decade, the last two years have seen many of these long-term compounders barely register a pulse.
Sure, pathology players like Sonic Healthcare (ASX: SHL) and Healius (ASX: HLS) benefited from the COVID-19 crisis, but many other favourites slumped with elective surgeries on ice and stimulus payments injected into economies.
So what have the professionals taken away from the last two years of investing in this sector? And now the COVID-19 panic is calming down, could some of the harder-hit healthcare stocks come back to life?
In the second of our Buy Hold Sell sector specials, Livewire's James Marlay was joined by two stock surgeons - Alphinity's Stuart Welch and WILSONS' Melissa Benson - for their outlook on the sector, as well as the headwinds (and tailwinds) that are swelling as we speak.
Plus, they also analyse three healthcare favourites and each name a strong buy within this sector right now.
Note: This episode was filmed on Wednesday 28th September 2022. You can watch read an edited transcript below. A note that Melissa works on the "sell" side and Stuart works on the "buy" side of markets.