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" ... You should also see Amgen (AMGN, 151) as a Tech firm mis-cast as a druggie. Health Care lagged in 2016 but shouldn’t now. Amgen can lead as arguably the world’s largest bio-tech firm. At only 10 times my 2017 earnings estimate with a 2.7% dividend yield it’s cheap enough for nicely higher valuations on top of 20% earnings growth. ... "