I think it will remain exciting for health insurers because I see a problem in keeping margins at the same level.
I see the medical device manufacturer sector as very exciting due to AI and robotics. Companies such as $SYK Stryker and $GMED etc. could be interesting here.
Humanoid care robots can already be seen in some nursing homes.
But the biotech sector is also being shaken up by AI.
Here I continue to bet on $CORT and $VRTX on the buy list is $EXEL
I see the medical device manufacturer sector as very exciting due to AI and robotics. Companies such as $SYK Stryker and $GMED etc. could be interesting here.
Humanoid care robots can already be seen in some nursing homes.
But the biotech sector is also being shaken up by AI.
Here I continue to bet on $CORT and $VRTX on the buy list is $EXEL
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@Tenbagger2024 Health insurers will soon be raising premiums, just as the property and motor vehicle sectors did after coronavirus. You can see this in the positive figures for all insurers. In some areas this is not so easy, but in others it is and if state benefits are reduced, premiums will continue to rise. Generations are getting older and life expectancy is increasing. You'll see, it's only a matter of time before there's a massive inflow of capital into this sector again, especially when the stock markets become more volatile and people are looking for a safe sector. ✌️
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@BamBamInvest
My dear,
It remains exciting, perhaps a good opportunity with the ratings right now.
Personally, there is too much uncertainty in this area for me. And would prefer property and specialty insurers here.
My dear,
It remains exciting, perhaps a good opportunity with the ratings right now.
Personally, there is too much uncertainty in this area for me. And would prefer property and specialty insurers here.
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•@Tenbagger2024 I understand, of course, but that is precisely the opportunity. Uncertainty brings opportunities, but of course I understand if you don't want to attack this sector. I may be too optimistic here, it remains exciting, $UNH figures and prospects will be published on 29.07. Then we will know more.
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•@BamBamInvest
In addition 🍊 with ever new ideas of regulation and abolition.
Tariffs on medicines and whatnot.
Whereby I believe that the pharmaceutical industry can compensate for this even better. And in the end it also has the better lobbyists who know how to prevent it.
In addition 🍊 with ever new ideas of regulation and abolition.
Tariffs on medicines and whatnot.
Whereby I believe that the pharmaceutical industry can compensate for this even better. And in the end it also has the better lobbyists who know how to prevent it.
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•@Tenbagger2024 things usually turn out differently than you think 😁 Let's see what happens.
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@Tenbagger2024 I would be interested in your opinion on $TMO after the sharp sell-off? The stock would fit in well with my dividend growth strategy.
LG Max
LG Max
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•@Tenbagger2024 Thanks for the tip :)
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