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☆ Cantor's Sarah James names Cigna and Elevance as health insurer stocks to watch
▼ + stars: | 2024-02-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCantor's Sarah James names Cigna and Elevance as health insurer stocks to watchSarah James, Cantor Fitzgerald managing director, joins 'Power Lunch' to discuss the economic ecosystem for health insurers.

Persons: Sarah James, Cigna, Cantor Fitzgerald

☆ This sector offers defensive and growth properties – along with some portfolio income
▼ + stars: | 2024-02-26 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +6 min

The health-care sector of the S & P 500 is up about 8% year to date, marking a sharp comeback from a largely flat 2023. Even as health care is making a comeback this year, investors shouldn't forget its defensive attributes. Back in 2022, when the S & P 500 fell 19.4%, the health-care sector slipped only 3.5% "When markets are challenged, health care can be a good place to be," Lyons added. Some of them speak to the growth aspects of health care and why you can play offense." Merger activity is another driver of growth in health care, as large pharmaceutical companies snap up nimble biotech firms that are at the forefront of developing treatments.

Persons: Dan Lyons, Janus Henderson, shouldn't, Lyons, ImmunoGen, Seamus Fernandez, Sotatercept, Cigna, Cantor Fitzgerald, Sarah James, Fred Imbert Organizations: Big Tech, . Healthcare, Janus, Janus Henderson Investors, U.S . Food, Drug Administration's Center, Drug, Research, FDA, Esai, Pharmaceuticals, CNBC Pro, Merck, Abbott Laboratories, AbbVie, CVS Health Locations: U.S

Elsewhere, Goldman Sachs reiterated a buy rating on Nvidia and raised its price target on the high-flying semiconductor maker. Yet his price target sits at $225, implying an upside of 19.7% as he sees opportunity elsewhere. "Anyone pulling up a chart of UBER share price performance in 2023 will think, 'That's a scary chart. Analyst Sarah James upgraded the insurer to overweight from neutral and hiked her price target o $372 from $334. — Alex Harring 5:42 a.m.: Goldman hikes Nvidia price target Things continue to look up for Nvidia , according to Goldman Sachs.

Persons: Goldman Sachs, Piper Sandler, Alexander Potter, Potter, Tesla, Alex Harring, Bernstein, Uber, Nikhil Devnani, Devnani, — Alex Harring, Keith Horowitz, Horowitz, Cantor Fitzgerald Cigna, Cantor Fitzgerald, Sarah James, James, Ben Hendrix, Hendrix, Christopher Horvers, Horvers, Barbie, Goldman, FY4Q, Toshiya Hari, Fred Imbert Organizations: CNBC, JPMorgan, Mattel, Nvidia, Citi, Investors, Citizens, Financial, New York Community Bancorp, Aozora, T Bank, RBC Capital, Warner Bros, Golden Globes, Microsoft Locations: California, New, Friday's

☆ Medical spending is rising. Here’s why that could be bad news for the biggest health-care ETFs
▼ + stars: | 2023-06-15 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

A warning from UnitedHealth Group executives Wednesday that demand for medical services was rising sent insurance stocks tumbling and, in turn, hit investors who bet on health care. The biggest health-care exchange-traded fund, the $41 billion Health Care Select Sector SPDR Fund (XLV) , lost 1% Wednesday. The $17 billion Vanguard Health Care ETF (VHT) also fell about 1%. XLV 5D mountain The XLV was dragged down by insurance stocks on Wednesday. Some Wall Street analysts said the dramatic sell-off in typically stodgy insurance stocks could prove to be a buying opportunity.

Persons: John Franklin Rex, Rex, that's, Cantor Fitzgerald, Sarah James, — CNBC's Michael Bloom Organizations: UnitedHealth Group, Humana, CVS Health, Health Care, CVS, Devices, Abbott Laboratories

☆ UnitedHealth and Humana declines create rare buying opportunities, says Cantor Fitzgerald’s James
▼ + stars: | 2023-06-14 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnitedHealth and Humana declines create rare buying opportunities, says Cantor Fitzgerald’s JamesSarah James, Cantor Fitzgerald analyst, joins 'Fast Money' to talk stock buying opportunities in the health insurance sector.

Persons: Cantor, James Sarah James, Cantor Fitzgerald

☆ The fertility business is booming as startups go after big profits in a $54 billion market, even as other healthcare companies slump
▼ + stars: | 2023-06-12 | by ( Rebecca Torrence | ) www.businessinsider.com time to read: +8 min

Fertility companies are thriving as the rest of the healthcare industry stumbles. Many healthcare companies have seen their growth stunted by the market downturn, but fertility startups are defying the odds. Alessia Pierdomenico/Reuters Big returnsProgyny's success this year is boosting investor sentiment for private fertility companies, F-Prime Capital partner Carl Byers said. And some fertility companies are trying to stand out further by saying they can lower costs for employers. Experts predicted the fertility industry will see further consolidation this year, including more clinic acquisitions by private equity and by some fertility startups.

Persons: Kindbody, Scott Schoenhaus, Sarah James, Cantor Fitzgerald, PitchBook, Progyny, James, Alessia Pierdomenico, Carl Byers, Byers, Asima Ahmad, Carrot, Cantor Fitzgerald's James, Gina Bartasi, Peter Anevski, he's, Anevski, Rebecca Torrence Organizations: Morning, The Business Research Company, Investors, Reuters, Prime, Clinics, Maven, for Disease Control, Fertility

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