Shares of managed-care companies, which provide medical insurance but also own pharmacy-benefits managers and offer other health-care services, tend to get volatile amid talk of Medicare-for-all, he says. However, he likes“Any volatility driven by political noise are entry points into the sector,” he suggests.
Soo Romanoff, a health-care equity research analyst at Morningstar Inc., remains cautious because of the election and ongoing litigation, but says there are some bright spots.
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