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Posted by
Two Blokes Jul 7 -
Filed in
Stock
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5 views
THQ's high distribution yield masks poor NAV performance; the fund is now reliant on return of capital, eroding long-term value. Shares trade at a premium due to yield-chasing, but underlying returns lag both the healthcare sector and broader market. Trump's new healthcare policies, including Medicaid cuts and drug price controls, pose significant headwinds for healthcare profitability.
