I asked Wayne Himelsein, who has a long track record of outperforming, why he is buying Eli Lilly and Merck. Ken Kam: As the market continues to sell-off, can you give us some guidance into where we should look to put capital, both broadly and specifically? Kam: Is showing strength in times of market weakness enough to justify buying the stock? Wayne identifies the stocks he wants to own by following the trading that results from good, solid, actionable research. Wayne Himelsein's Logica Focus Fund (LFF) has an 18+ year track record that extends through 2 market crashes, numerous corrections, and sector rotations.

Source: Forbes December 16, 2018 13:41 UTC