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84 Comments &2 121 Oldest ¢
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Adrian

4h
Double tap to answer calls ??? Whoaaa, ppretty
innovative, they added it only few years after
Garmin and ohter chinese clones. The public
was clearly impressed, the stock movement
stands as an undeniable proof.
Reply db10 GP3

TML

4h
yes right!! usb c. hahaha
Reply oH8 &P

Anodized

4h
Wow thev got a usb cable 10 vears after

()
|9:41 -Ill ? @'
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82 Comments &2 165 Best
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Hide Reply ~
E.
toC-1h
If you are not buying apple, you are
buying google and almost 100% of
google’s revenue comes from selling your
data compared to under 10% of apple’s.
So apple’s product is the physical product
they sell to you while google’s product is
selling your data.
Reply oy &F
Bill
to Jon E. Holiday - 38m
johnnie thats how the market works . hope
you are not sticking with just 1 ply toilet
paper e 2 Typing Now
Reply oy GF
()
|9:41 all ¥ (@
< Conversation
84 Comments &2 121 Best {
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Jon E. Holiday
3h
When Apple starts touting a "carbon neutral”
wrist band for their watches, you know they
are scraping the bottom of the barrel for new
ideas. Nothing but a marketing gimmick.
Reply 3) Y17 GP3
C
to Jon E. Holiday - 3h
Well yeah Apple has been a pure marketing
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A ARGUS
ARGUS RESEARCH COMPANY

ANALYST QUICK NOTES
New products, M&A announcements, management shakeups, earnings surprises. Whatever the news,
you want to know what Argus thinks. Our Quick Notes fill this need by providing real-time analysis of
current news about Argus-covered companies or other market-moving events. Please check back
regularly for new Quick Notes. Important disclaimer information is on the last page of this document.
Weekly Stock List: Value and Breadth in Healthcare
Christine Dooley
9/11/2023
Value and Breadth in Healthcare
We see some possible gems right now in the Healthcare sector. Overall, we have a sector rating of
Market-Weight, but this category is broad and has underperformed the S&P 500 year-to-date. The
Healthcare ETF (XLV) is down 1.6% year-to-date compared to a gain of 19% for the S&P 500. We see
opportunity to pick up some consistently steady companies, with big brands, and solid financials. These
companies are science-focused, enhance lives, and are innovators. Some have recently raised guidance,
communicating management’s confidence. In our list this week, we look across several subsectors
within the industry and pull out some leaders that we like.

* Intuitive Surgical Inc. (ISRG): In MedTech, we like Intuitive, the industry leader in minimally-
invasive robotics-assisted surgery. The da Vinci robotics system has head-start advantage and
technical innovations, resulting in large installed base of systems in U.S. and overseas markets.

e Catalent Inc. (CTLT): In Life Sciences, we like Catalent as it transitions from COVID vaccines to
focus on developing and commercializing advanced biologics and gene therapies, including
weight-loss drugs, and Muscular Dystrophy, and others.

e McKesson Corp. (MCK): In Pharmaceutical Distribution, we like McKesson (MCK), one of the
largest pharmaceutical distributors in the U.S. It serves as a platform to add services and
technology to customers.

* Biogen Inc. (BIIB): In Biotechnology, we like Biogen Inc. (BIIB), which develops, manufactures,
and sells therapies for treating neurological and neurodegenerative diseases, including
Alzheimer’s.

e EliLilly & Co. (LLY): In Pharmaceuticals, we like Lilly, one of the largest pharmaceutical
companies in the world, also developing weight-loss drugs and a promising treatment for
Alzheimer’s disease.

o Merck & Co. Inc. (MRK): Also in Pharmaceuticals, Merck has a number of successful products on
the market targeting various cancers and diabetes, as well as animal health products and
vaccines for a range of diseases.

DISCLAIMER
This Note reflects the current thinking of an Argus analyst anticipating or responding to corporate eamnings
reports or other news relevant to covered companies. This Note may be an initial, real-time response to
developments that are expected to impact stocks under coverage; as such, it does not imply that the
information in it is correct as of any time after its preparation or that there has been no change in the
business, financial condition, prospects, creditworthiness or status of a covered company. The views or
opinions expressed in this Note are subject to change pending further analysis. This Note is produced and
copyrighted by Argus Research Co., and any unauthorized use, duplication, redistribution or disclosure is
prohibited by law and can result in prosecution. The opinions and information contained herein have been
obtained or derived from sources believed to be reliable, but Argus makes no representation as to their
timeliness, accuracy or completeness or for their fitness for any particular purpose. In addition, this
| content is not prepared subiect to Canadian disclosure reauirements. This Note is not an offer to sell or a E
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£ Research Reports
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Analyst Report: Evercore Inc. Bullish
Evercore is an independent investment bank that
derives the majority of its revenue from financial...
Rating Maintained Target 171.00 +24.04%
Morningstar Yesterday
Weekly Stock List
We see some possible gems right now in the
Healthcare sector. Overall, we have a sector ratin...
Stock Picks MCK, CTLT, MRK, LLY, ISRG, BIIB
Argus Research Yesterday
Daily Spotlight: Bond Spreads Tighten
Treasury bond yields have been rising in recent
weeks on concerns about stubbornly high inflatio...
Stock Picks LLY
Argus Research Yesterday
Technical Assessment: Neutral in the
Intermediate-Term
This could be an important week for the financial
markets, with the major stock indices popping ba...
Stock Picks ORCL, AMZN
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Weekly Stock List

fd Argus e September 11, 2023

Sectors

Healthcare

Value and Breadth in Healthcare

We see some possible gems right now in the
Healthcare sector. Overall, we have a sector
rating of Market-Weight, but this category is
broad and has underperformed the S&P 500
year-to-date. The Healthcare ETF (XLV) is
down 1.6% year-to-date compared to a gain
of 19% for the S&P 500. We see opportunity
to pick up some consistently steady
companies, with big brands, and solid
financials. These companies are science-
focused, enhance lives, and are innovators.
Some have recently raised guidance,
communicating management's confidence. In
our list this week, we look across several
subsectors within the industry and pull out
some leaders that we like.
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Analyst Report: Oracle
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Oracle provides database technology and

enterprise resource planning, or ERP, software to...
Rating Maintained Target 76.00 -40.02%
Morningstar 9:49 AM
Analyst Report: CRH plc
CRH is a global manufacturer of a range of building
products used in construction projects, operating...
Rating Increased Target 51.00 -6.51%
Morningstar 8:54 AM
Analyst Report: Nomura
Holdings, Inc.

Nomura is Japan’s largest broker, about twice the

size of rival Daiwa Securities and roughly three ti...
Rating Decreased Target 4.50 +7.14%
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Symbol Last Price Market Cap PE
MCK 423.90 57.185B
McKesson Corp...
CTLT 49.02 8.837B
Catalent, Inc.
MRK 108.60 275.575B
Merck & Comp...
LLY 595.56 565.362B
Eli Lilly and Co...
ISRG 302.35 106.232B
Intuitive Surgic...
BIIB 258.92 37.498B
Biogen Inc.
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Sep 11, 2023 « DT, LULU, DERM, GPN, SYK, DOCN, LLY, EMB...
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Basic Holdings [ ]
A Symbol Price A Change A
GOOG 137.74 +0.54
Alphabet Inc. Post: -0.11
AMZN 143.10 +4.87
Amazon.com, Inc. Post: -0.59
AAPL 179.36 +1.18
Apple Inc. Post: +0.24
TSLA 273.58 +25.08
Tesla, Inc. Post: -1.18
META 307.56 +9.67
Meta Platforms, Inc. Post: +0.74
MSFT 337.94 +3.67
Microsoft Corporat... Post: -1.34
NVDA 451.78 -3.94
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NVIDIA Corporation
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Tesla, Inc. Post: -1.18
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GOOG 137.74 +0.54
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Apple Inc. Post: +0.24
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AAPL 179.36 +1.18
Apple Inc. Post: +0.24
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META 307.56 +9.67
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MSFT 337.94 +3.67
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Does the new phone automatically call 911
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Apple event: Here's everything
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Watch Series 9.

Alexandra Garfinkle
e Sep. 13, 2023 4:43 AM Makassar Time

3 min read
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event of the year on Tuesday.
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Editing a flight

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@ JL 3 - THU, 14 SEP X
New York to Tokyo

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o Estimated Take Off 1:53 AM
Sep 13 at 1:30 PM
o Scheduled Landing 3:27 AM
Sep 13 at 1:30 PM
o Estimated Landing 3:40 AM
Sep 13 at 1:30 PM
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|@ JL 3 - THU, 14 SEP X
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JL 3 performance over the last 60 days
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Sep 14 at 11:16 AM
o Departure from Terminal 8 - Gate 14
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Good to Know

Information about this flight

+13 Hours Timezone Change
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Category detail

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Searching transactions

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: Cancel
22 AUGUST 2023 Spent £15.59
@ Co-op £2.90
Purchase | 19:22
Zettle_*
B etHe- £8.99
Purchase | 13:05
Z *
B ettle_ £3.60
Purchase | 09:33
TL-T
Ie. ransport for London £0.10
Purchase | 08:44
21 AUGUST 2023 Spent £1.00
From
YC +£20.00
Payment | 21:04
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< All activity Q
Aug 2023
22 AUGUST 2023 Spent £15.59

Co-o
Purchase | 19:22
Zettle_*
Purchase | 13:05
Zettle_*
Purchase | 09:33
TfL - Transport for London
= P £0.10
Purchase | 08:44
21 AUGUST 2023 Spent £1.00

From

YC +£20.00
Payment | 21:04
To

MC £1.00
Payment | 19:55
New Account to My Saver a...

2 y £5.00
Transfer | 19:47

Home Payments Support
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|9:41 oll T @
tf Cancel
22 AUGUST 2023 Spent £0.10
Ie. TfL - Transport for London £0.10
Purchase | 08:44
Results from your last 2,000 transactions
qwe r t vy ui op
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Return and collect purchases

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Returning or collecting
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purchases use different card details.
To see the details used, go to the
purchase in your activity and scroll to
'Card ending with'.
@ Buying tickets online for collection?
We recommend choosing e-tickets. Tap here >
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Find the purchase
|9:41 ull ¥ @m)
X Card details
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Returning and collecting
purchases
E] Tap here if you're collecting or returning >
something in person, or buying tickets to
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(?) Need new card details?
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|Buying tickets online for X
collection
When buying tickets online to collect later -
such as for train journeys or the cinema - we
recommend choosing e-tickets.
You can also collect tickets from most ticket
machines. If collecting with your numberless
card, you may need to enter your booking
reference too.

@ Issues with some rail operators

Please use e-tickets for Northern Rail, South

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The good news is your card details won't
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them to spend online. Apple Pay will still
work too.

Not sure your card is lost? Freeze it now and
unfreeze it if you find it.

Home Payments Support
|9:41 ull ¥ @

< Manage card

& Card controls N
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&« Conversation
529 Comments % (137) Best ¢
Welcome to Yahoo comments! Please keep
conversations courteous and on-topic. See our
community guidelines for more information.
Andy
The Fed has been looking past inflation for 31 of
the most recent 31 months. Now, inflation has
become in-grained. They have failed to do their
job. We see rents are up over 30% since 2019.
Cost of beef and insurance and electricity and
wheat and soup and oil and gold and copper etc
are all up more than 40% and heading higher
and beyond target on top of those record cost
increases. Dire.
Reply (9) oy 61 GB7
View Previous Replies v

‘ Love&Peace

The Fedisi “°® 1 Typing Now hey are

nlaving a fraiid while thinking of Americans

[}

S —
|12:00 P41
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529 Comments % (102) Best ¢
Welcome to Yahoo comments! Please keep
conversations courteous and on-topic. See our
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Andy
The Fed has been looking past inflation for 31 of
the most recent 31 months. Now, inflation has
become in-grained. They have failed to do their
job. We see rents are up over 30% since 2019.
Cost of beef and insurance and electricity and
wheat and soup and oil and gold and copper etc
are all up more than 40% and heading higher
and beyond target on top of those record cost
increases. Dire.
Reply (9) s 62 (P 7
Hide Previous Replies ~
Billy
They refuse to tell Congress about the crazy
snending Thev can onlv do so miich
[}
S —


My flight log

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- i
7 Hudson
Bay
CANADA |
My Flights v U
Q Search to add flights
@ L3 Departs On Time
2h New York to Tokyo
TMINUTE @ JFK 1:30 AM @ HND 4:45 AM ™'
™ ua 948 Fri, 15 Sep
2 San Francisco to London
DAYS . 10:25 4
2 SFO 4:00PM  » LHR AM
EK 222 Thu, 21 Sep
8 Dallas to Dubai
|X
(+) My Flight Log
A4 Flighty Friends {3 Settings
ALL-TIME
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Miles Flights
Airports Countries Flight Time
0.0 ®0 O 0om
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FLICHTY . .
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PRO Complete Your Map & Stats
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Past Flights
DATE | FROM TO AIRLINE FLIGHT #
|NU :
AEL 4 | 3
; Hudson
Bay
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‘ MB : -
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‘ My Flight Log
[ N Share A4 Flighty Friends {3 Settings
ALL-TIME
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Miles Flights
Airports Countries Flight Time
2.0 &0 O 0m


Settings

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9.6 ©4 ® 1d 4h
FLICHTY . .
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X :
Past Flights
DATE | FROM TO AIRLINE FLIGHT #
@ LAX - ICN 07 Sep 2023
Los Angeles to Seoul KE 12
@ LAX - YVR 24 Aug 2023
Los Angeles to Vancouver AC 551


Savings

screenKeywords:
9:41 ull ¥ @m)
< August v
Spendin
fp opending £16.59 >
Going out, Groceries + 11 more
s  Bills £0.00 >
Money in
£35.00
[
g "eome +£3500 >
7 Interest earned £0.00 >
()  Refunds £0.00 >
I
Savings
@ Savings f£641 S
My saver account, Round-up
- ® ©
Home Payments Support
|9:41 ull ¥ @
< August v
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Savings
Saved in August
AUG
™ £6.00
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1 transaction
Home Payments Support
|9:41 il T (@)
< August v
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1 transaction
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Home Payments Support


Creating a Round-up account

screenKeywords:
9:41 ull ¥ @
X

[

Spare change jUSt got more

interesting

Spend on your card and we'll save the

change to the nearest pound. Then we'll

boost the balance with 5% AER.
Take your money out anytime or save it
for the year — it's up to you.
|9:41 il ¥ @
X
Where should we move your
round-up balance?
After each year, we'll move any money in your round-up
account to your chosen Chase account. Then you can
start again.
A See FAQ
© New Account O
“%  Rainy Day Fund O
|9:41 il ¥ @
< You need to know
A round-up account rounds up your card
spending to the nearest £1 and saves the
difference.
Interest rate
You get 5% AER (variable, 4.89% gross)
interest, calculated every day and paid every
month. We can change this rate for one of the
reasons in our T&Cs, but we don't expect to.
\n\nThat means, if we rounded up £10 for
you on your first day, you'd earn £0.50 in
interest over the year. If you rounded up
nothing else, you'd have £10.50 at the end of
the year.
Taking out money
You can take out some or all of your money
See terms and conditions >
| have read and agree to the T & Cs
|9:41 il ¥ @
X
Where should we move your
round-up balance?
After each year, we'll move any money in your round-up
account to your chosen Chase account. Then you can
start again.
A See FAQ
© New Account O
“%  Rainy Day Fund (o)
|9:41 il ¥ @
< You need to know
A round-up account rounds up your card
spending to the nearest £1 and saves the
difference.
Interest rate
You get 5% AER (variable, 4.89% gross)
interest, calculated every day and paid every
month. We can change this rate for one of the
reasons in our T&Cs, but we don't expect to.
\n\nThat means, if we rounded up £10 for
you on your first day, you'd earn £0.50 in
interest over the year. If you rounded up
nothing else, you'd have £10.50 at the end of
the year.
Taking out money
You can take out some or all of your money
See terms and conditions >
| have read and agree to the T & Cs
|9:41 il & @
< You need to know
A round-up account rounds up your card
spending to the nearest £1 and saves the
difference.
Interest rate
You get 5% AER (variable, 4.89% gross)
interest, calculated every day and paid every
month. We can change this rate for one of the
reasons in our T&Cs, but we don't expect to.
\n\nThat means, if we r~inded up £10 for
you on your first « :arn £0.50 in
interest over the rounded up
nothing else, you'c ,.50 at the end of
the year.
Taking out money
You can take out some or all of your money
See terms and conditions >
| have read and agree to the T & Cs
|9:41 all ¥ @@=
Q Good evenin
A &
Spend Save & Invest
(i) You can now get 4.1% AER x
Our saver interest rate is now 4.1% AER (4.02%
gross).
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Balance: £0.00
Round-u .
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5% AER
(\
X
Chase saver <
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something special
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You created Round-up account
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Home Payments Support
N
|9:41 all ¥ @@=
Spend Save & Invest
something special \
(T = Ta (T B
X
Round-up your spare
change
Round up your spending and we'll
give you 5% AER on top
Get started > {I
, Investments
Provided by Nutmeg
X
Nutmeg.
a JPMorgan company
Introducing Nutmeg, the digital
wealth manager that's part of the
Chase family. Together, we're
making it easier to bank and
invest all in one place. As with all
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Fri, 15 Sep
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DAYS  , SFO4:00 PM v LHR 10:25 +1
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DAYS . DFW12:15PM '~ DXB 1‘1'\:/'55 +1
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5 UA 048 Fri, 15 Sep
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DAYS . 10:25 44
2 SFO4:00PM ~ LHR AM
EK 222 Thu, 21 Sep
8 Dallas to Dubai
DAYS » DFW 12:15 PM ~ DXB mss +