What TradingKey 美股財經 said in this video:
- Otherneutralmid-termWith the US midterm elections approaching in November, election and policy news could cause market volatility, so investors may consider adding defensive positioning to their holdings.Source
- JNJbullishlong-termJohnson & Johnson (JNJ) has transformed into a pharmaceutical and medical device company. Its myeloma drug relay sales, immunology successor drugs, and combined device usage in heart procedures are driving revenue and profit growth; although legacy drug sales decline, new R&D investments, and talc litigation create uncertainty, the drag from old drugs should ease, leaving the 2027 earnings growth outlook favorable.Source