THQ To Ride The Countertrend Wave Following Trump's E.O.

  • Trump's narrative on the healthcare segment is starting to be interpreted positively by the market. Among sector funds, THQ offers an 8%+ dividend yield, balancing capital stability and steady cash flows, but watch out for the NAV. At the end of 2023, amid fears related to the Inflation Reduction Act, the price dropped, creating a discount to NAV that gradually closed in 2024.