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MagicDiligence (< 20)

Looking for Moats in Healthcare



May 30, 2008 – Comments (1) | RELATED TICKERS: AMGN , ZMH.DL , ABC

Demographic trends and the persistence of medical afflictions should continue to drive revenue growth for healthcare providers, and the non-discretionary nature of their products limits volatility. This article examines some of the sub-industries within healthcare and their potential to provide good investments.

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1 Comments – Post Your Own

#1) On May 30, 2008 at 3:52 PM, XMFHelical (< 20) wrote:

Steve is it?

You site looks interesting, but you need an about section where you introduce yourself and the site's purpose. 

As for Healthcare - you left out a couple of key sectors that should have your attention.  First is REITs dedicated to healthcare - they own nursing homes, medical buildings, etc.  Second is the drug development / clinical support industry.  That aspect of Biotech that often gets ignored in favor of the pharma-wannabes.  Companies like TMO, CAH, VTIV, PKI, etc.  Look to these two healthcare peripheral segments for solid and consistent performance.


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