By
Max Macaluso, Ph.D., Brenton Flynn, and David Williamson
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December 20, 2012
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Our health care roundtable gathers The Motley Fool's top health care analysts to discuss the sector's biggest stories in a free flowing and highly opinionated format.
In this portion of the video, our guys discuss Warren Buffett's latest portfolio moves in the health care industry. They also continue debate regarding the merits of spinning off businesses, such as Abbott Labs' (NYSE: ABT ) spinoff of Abbvie as of the first of next year. They take a look at Merck (NYSE: MRK ) and Johnson & Johnson (NYSE: JNJ ) , two companies sticking by the conglomerate model and retaining all of their businesses, and they explore if they think it's the right approach.
In the world of health care, companies simply don't come any bigger than Johnson & Johnson. Many own the stock, but few understand its story. Offering everything from baby powder to biologics, critics think the company has spread itself too thin, becoming nothing more than a bloated corporate whale. Is this true, or is J&J a well-diversified giant that's perfect for your portfolio? Make sure you understand the full story behind the stock, along with its key opportunities and risks, by checking out our brand new premium report on Johnson & Johnson. To claim your copy simply click here now for instant access.