Health Care Enjoys Mutual Funds' Affection By Jim Cramer About this article: Lehman upgrades Schering-Plough because the numbers are too low on the Organon acquisition and the return of the cholesterol drug sales. Johnson & Johnson blows away the numbers and talks a good game. Genentech looked bad, but go read Adam Feuerstein's comments in the Columnist Conversation and you will get a sense of what's really going on. When you put all of these together, you can see what's happening. This group has earnings momentum, and not just because of the weak dollar, which of course remains weak. Remember, mutual fund money has to go somewhere. Financials are too toxic to own. So what happens? The mutual funds look for sectors to hide in and to overweight. Health care is one of those segments. One of the things that people don't realize -- something that my friend Sheryl Skolnick, the best health care analyst I know who... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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