A Veteran Bull Ready to Charge Again

Q: What's your view for the health-care sector?

A: Health care's a fairly broad sector. I'd say in the pharma arena, the large-cap companies are of limited appeal, except for J&J. The large biotech companies have appeal -- Amgen (AMGN ), Genentech (DNA ). A portfolio of small biotech companies makes sense as well.

Race, Class, and the Future of Ferguson

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