Surveillance: Earnings Story with Wilson
Bloomberg Surveillance
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The Managed Care Stocks Have Been Great in a Tough, Tough Year
The overriding message this year for us has been defensive, earning stability and operational efficiency. We've had a lot of exposure in pharma, managed care, some of the cheaper areas of healthcare. Other area would be say integrated energy companies where they're more defensively oriented,. They pay great dividend and you get some commodity exposure as it's a hedge against inflation staying sticky or hot.
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