Tuesday, September 18, 2018
I’m a great believer in looking at areas that few on Wall Street do for growth opportunities. I like to find a major positive change happening in the global macroeconomic environment that will benefit a sector or industry and then uncover a company that should benefit from this change in the long term. I’ve recently […]
Once again, stock market jitters worldwide have emerged in August when trading desks are thinly manned with junior staff. This year, the worries emanated from the self-inflicted economic woes in Turkey brought on by its leader, President Recip Tayyip Erdogan. He thinks he knows more than markets and has taken full control of the Turkish […]
There has been no company like Amazon.com (Nasdaq: AMZN) ever with the ability to affect entire industries just by announcing its entry. The most recent example of this was in late June when Amazon announced a roughly $1 billion acquisition of PillPack, a mail-order pharmacy that packages pills into daily portions before shipping them to […]
In the midst of a much-needed turnaround and upcoming name change, one very well-known pharmaceutical company just suffered a setback on a new drug. And with an astonishing level of debt, investors might have got too carried away with the story. A simple name change won’t fix this stock.
For an investor trying to build wealth, the massive amount of news coming out of the financial media can be contradictory and confusing. Investors sometimes don’t realize that there are two sides to every stock trade. The seller doesn’t want to own the shares for a range or reasons, and the buyer does so with […]
The old way of providing healthcare in the United States is fast disappearing and being replaced by new technologies, which is changing the way healthcare is dispensed. And many of these new providers of healthcare are not your traditional healthcare companies. These are among the findings of the latest research from PricewaterhouseCoopers (PwC). Some interesting […]
More disruption is headed to the healthcare industry, challenging the power of the incumbents in the sector. I’ve already told you about the recently announced effort by JPMorgan, Warren Buffett’s Berkshire Hathaway and Amazon.com (Nasdaq: AMZN) to get into the healthcare space. Their aim is to create a not-for-profit healthcare company to try to lower […]
Could this be Warren Buffett’s Valentine’s Day Massacre? On February 14, Berkshire Hathaway filed a 13-F form with the SEC, updating the market on its quarterly holdings. It showed a surprising fourth-quarter acquisition – Israel’s Teva Pharmaceutical Industries, Ltd. (NYSE: TEVA). Berkshire bought 18.9 million shares for $358 million. Following the stock’s inevitable “Buffett Bounce,” […]
A few weeks ago, I told you about the announcement from Amazon.com (Nasdaq: AMZN) that it was joining forces with JPMorgan and Warren Buffett’s Berkshire Hathaway to disrupt the healthcare industry. More specifically, the venture is being aimed at the many middlemen in the U.S. healthcare industry including insurance companies and pharmacy benefit management companies. […]
Amazon.com (Nasdaq: AMZN) has often been referred to as the ‘Death Star’. In Star Wars, this was the ultimate weapon, capable of destroying an entire planet. Not a bad analogy, considering Amazon’s ability to totally disrupt the existing order of entire industries. Next on the list of industries to be disrupted looks to be healthcare, […]
