美林證券發布了 3Q15 Global Best of Breed: BoB the Builder
- Why BoB works
Our Best of Breed strategy uses a strict set of quantitative criteria to identify some of the world’s highest quality companies whose superior business models endow them with high growth potential. We define Best of Breed stocks as companies that have strong corporate management, earnings growth, balance sheet and margin growth potential. In our view, a strategy of holding companies that offer both high quality and high growth will continue to be a winning formula, even as macro, rates and growth continue to normalize in 2015 and beyond.
這個Stock Pools裡面生技醫療的股票包括Amgen. Biogen. Celgene. lllumina. Regeneron. Vertex. Zoetis，持續觀察一陣子看看吧。BOA在公布這篇研究報告後，Zoetis 6/25就漲了11.36%...
