Two healthcare leaders, which one is best to own?

2022년 12월 1일

PODD & DXCM are leading the sectors recovery.

Both are in the Medical Products Industry for diabetes.

Insulent (PODD) normally outperforms DexCom (DXCM) during and after a correction. Then, when they are in sustained uptrends, DXCM outperforms.

For the recent correction, PODD has a -45% deep base while DXCM has a -58%.

PODD bottmed 4 weeks before DXCM, but DXCM has rallied +74% and PODD +65% since.

So, it really depends on your strategy. If you are looking for aplha then DXCM is the stock for you but, if you prefer low beta then PODD is better.

Remember that aplha plays in both ways!

Which are you trading?

I'll trade the first that makes a new high.