Bullish Case For Eli Lilly (LLY), Ulta Beauty (ULTA)
b'Andrew Graham breaks down his stock picks, with his first being Eli Lilly. He likes health care overall for defensive growth, high margins, pricing power, and dividends. Eli also has a strong pharmaceutical line-up in its pipeline. He also likes Ulta Beauty as a market share winner in department store beauty retail. Graham said Ulta benefits from people returning to the office.'