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Finance & Stock Groups Forum Index » Mutual Funds » Am I crazy when I say "But Heath Funds"??
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| Crackles McFarly |
 Posted: Wed Jul 18, 2007 5:11 am |
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With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Yours Truly,
Crackles R. McFarly
It's a silly website but aren't they all?
http://cracklesmcfarly.blogspot.com/ |
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| -herb |
| Posted: Wed Jul 18, 2007 5:11 am |
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"Crackles McFarly" <IrelandSux@ireland.sux> wrote in message
news:ts4r93tq1qruj4kspe1t3qf4vm3qbkofja@bbb.org...
Quote: With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Yours Truly,
Crackles R. McFarly
It's a silly website but aren't they all?
http://cracklesmcfarly.blogspot.com/
I'm voting for emotions.
With skyrocketing costs the only thing clear to me is that the current
situation cannot be sustained long-term. How this all shakes out and
impacts the healthcare industry is anyone's guess. Many of our closest
allies don't even view it as an industry as much as a social service.
Who knows?
-herb |
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| Andrew Koenig |
| Posted: Wed Jul 18, 2007 2:47 pm |
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"Crackles McFarly" <IrelandSux@ireland.sux> wrote in message
news:ts4r93tq1qruj4kspe1t3qf4vm3qbkofja@bbb.org...
Quote: So, am I on the right track or just going with my emotions here?
The trouble with buying something that everyone else is buying is that
future expectations are already built into the price.
Ideally, you don't care how well a sector does. You care how much better it
does than other investors think it will. |
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| rono |
| Posted: Thu Jul 19, 2007 1:58 pm |
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Howdy,
I've long touted what I refer to as the Baby Boomer Sectors - those
sectors of the economy that should continue to do well as the baby
boomers retire. There are 75M of them in the US with the oldest 61
and the youngest 43. This means they'll be some 25-30 years when
these retired boomers will be retired/retiring and choosing how to
spend their monies.
What will they spend them on? My guess is good health, leisure
activities, finanical planning to handle their money and media/
telecommunications (even in the nursing home we will want good cable
and broadband). Accordingly, I have specific sector mutual funds in
theses 4 areas as part of my core portfolio.
I don't think there is a panic rush to get them however, and you can
take your time and wait for them to go on sale, as it were. For
example, lots of folks are shorting finance right now due to the
subprime meltdown. Well, as this sector drops and bottoms and this
latest problem starts to get resolved, finance will be on sale.
just my thoughts,
rono
On Jul 18, 12:16 am, Crackles McFarly <Ireland...@ireland.sux> wrote:
Quote: With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Yours Truly,
Crackles R. McFarly
It's a silly website but aren't they all?http://cracklesmcfarly.blogspot.com/ |
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| Flasherly |
| Posted: Thu Jul 19, 2007 1:58 pm |
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On Jul 18, 12:16 am, Crackles McFarly <Ireland...@ireland.sux> wrote:
Quote: With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Or real estate for a close #2 - between high, lucrative office
rentals, subprimer woes, and a host of bond issues in between. As for
health care, I wouldn't think the opposite, but more along potentially
pressing issues. Schwarchenegger hit the news last week, proposing
"universal health care" for sicko Californians. He's probably
hitching an early ride on the upcoming national platform slugfest
issue - what's to be done, in 2008, about the rich and their system
for providing for their health. After Clinton, it was swept under the
rug, and Hilary signed a nondisclosure statement to quit needling
Congress. Stepping over the smell of dying from the infirmed on
sidewalks, though, has been exacerbated by the unseasonal summer heat,
for a half or something without wealthier means to meet industry
policy stipends. Investing in the same industries may be another
bubble or tightrope of sorts, at odds from an investment standpoint,
likely to be affected by issues for supplanting past performance gains
over a future right to continue living in an undue pain that ranks
America 35th among the world's health providers.
--
'We could kneel on broken glass before the American Medical
Association and give it everything it wanted... [after] pushing us as
far as possible, they (AMA) are going to screw us.' -Federal
Healthcare Task Force Member (Time magazine). |
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| Jerry |
| Posted: Thu Jul 19, 2007 7:45 pm |
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You have a good chance of being correct. However, I surely would not bet
the farm. IMO the gov. is going to get involved in this area and this may
result in reduced profits for some/all companies in this sector. Litigation
could also increase as more graduates get into the legal field.
Jerry
"Crackles McFarly" <IrelandSux@ireland.sux> wrote in message
news:ts4r93tq1qruj4kspe1t3qf4vm3qbkofja@bbb.org...
Quote: With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Yours Truly,
Crackles R. McFarly
It's a silly website but aren't they all?
http://cracklesmcfarly.blogspot.com/ |
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| Steven L. |
| Posted: Thu Jul 19, 2007 9:21 pm |
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Crackles McFarly wrote:
Quote: With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Sure, the demographics of aging population is going to affect various
sectors. But how it does that is hard to predict. There may be more
old-age homes, but many fewer obstetricians, abortion doctors, maternity
wards in hospitals, etc. As medicine improves and lifestyles improve,
being older won't always mean being chronically ill requiring expensive
health care. It may simply increase the human life span.
Also, you're assuming that health care will continue to be delivered by
the free market regardless of rising cost, and those rising costs will
inevitably be translated into rising profit. That's not necessarily
true either. In socialist countries, health care is practically a
public utility. And even in this country, I can imagine social
solutions that favor not-for-profit HMOs and hospitals over
profit-making ones.
--
Steven D. Litvintchouk
Email: sdlitvin@earthlinkNOSPAM.net
Remove the NOSPAM before replying to me. |
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| Steven L. |
| Posted: Thu Jul 19, 2007 9:29 pm |
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Andrew Koenig wrote:
Quote: "Crackles McFarly" <IrelandSux@ireland.sux> wrote in message
news:ts4r93tq1qruj4kspe1t3qf4vm3qbkofja@bbb.org...
So, am I on the right track or just going with my emotions here?
The trouble with buying something that everyone else is buying is that
future expectations are already built into the price.
Ideally, you don't care how well a sector does. You care how much better it
does than other investors think it will.
True. And in the long term, it's hard to find a sector that *must* rise
in price due to an inherent externality.
Even commodities. I can't think of a single commodity for which we
couldn't find a substitute, if its price rose high enough to discourage
its consumption. Not oil. Not even diamonds.
--
Steven D. Litvintchouk
Email: sdlitvin@earthlinkNOSPAM.net
Remove the NOSPAM before replying to me. |
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| Marlowe |
| Posted: Fri Jul 20, 2007 10:42 am |
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Guest
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Crack.
Healthcare and biotech have good potential going forward. I like the
following four ETFs this landscape:
IBB- Biotech iShares, XBI- ST SPDR Biotech, IBB - iShares Nasdaq
Biotechnology Index Fund and IHF - iShares Dow Jones U.S. Healthcare
Providers.
Marlowe
http://rocketscienceinvesting.blogspot.com/
"Crackles McFarly" <IrelandSux@ireland.sux> wrote in message
news:ts4r93tq1qruj4kspe1t3qf4vm3qbkofja@bbb.org...
Quote: With UBER Millions, more than ever, aging population it seems logical
to invest heavily into healthcare related funds.
Not just healthcare but also nursing home companies and OF COURSE drug
companies, the whole ball of wax.
I do not see ANYTHING with the chance for this much use/growth in the
next 20 years.
Maybe wood, plastic, glass would be a close #2
So, am I on the right track or just going with my emotions here?
Yours Truly,
Crackles R. McFarly
It's a silly website but aren't they all?
http://cracklesmcfarly.blogspot.com/ |
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