A Healthy Investment Idea

I've written columns recently focusing on consumer discretionaries, which haven't been as bad as other sectors amid market weakness. Another less-bad sector has been health care, with a year-to-date gain of 13.8%.

A top price gainer in the sector backed by good earnings performance is Gilead Sciences (GILD), up nearly 13% so far this month. The bulk of the gains came on Nov. 12, when the stock gapped up on news that a combination of three drugs had a 100% success rate in treating 25 patients with the hepatitis C virus. Earnings performance has been on the decline recently, though revenue has grown at double-digit rates in each of the past four quarters. Analysts expect 2012 to wrap up with earnings per share of $3.85, which would be down a penny from 2011. In 2013, earnings are expected to rise 14%, to $4.39 per share. A glance at a weekly chart immediately shows you that Gilead tends to have a wide-and-loose trading character, making it more challenging and potentially frustrating than many large caps....349 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.