1Ano·

Weak US healthcare sector

$UNH (-1,51%)
$OSCR (-6,29%)
$XDWH (-0,69%)
$ELV (-0,88%)
$LLY (-2,35%)
$XLV (-0,92%)

The US healthcare sector is experiencing its biggest crash in the last 20 years.

If the strong weighting no. 1 $LLY (-2,35%) (over 12%), one would have to go back even further/longer. (probably before the existence of the ETF).

I have positioned myself strongly here as I believe this is a great opportunity.

I also believe that a lot of capital will flow into the sector in the coming months. ✌️

Do you have a similar view? ✌️

17 Comentários

Tenbagger-Capital@Tenbagger-Capital

1Ano

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

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BamBamInvest@BamBamInvest

1Ano

@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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Tenbagger-Capital@Tenbagger-Capital

1Ano

@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.

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BamBamInvest@BamBamInvest

1Ano

@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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Tenbagger-Capital@Tenbagger-Capital

1Ano

@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.

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BamBamInvest@BamBamInvest

1Ano

@Tenbagger2024 things usually turn out differently than you think 😁 Let's see what happens.

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Maximilian@Max095

1Ano

@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

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Tenbagger-Capital@Tenbagger-Capital

1Ano

@Max095
Another alternative would be $DHR.
Runs relatively similar to $TMO.
But somehow neither is a racehorse.
And the dividend yield is not very high either.
I perhaps see more potential in $SYK

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Tenbagger-Capital@Tenbagger-Capital

1Ano

@Max095
Maybe $UFPT is still interesting for you.
They are also partly in the medical sector.
Unfortunately not a dividend stock

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Maximilian@Max095

1Ano

@Tenbagger2024 Thanks for the tip :)

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TheCashConcierge@TheCashConcierge

1Ano

In addition to the classic "supermarket" stocks, these are still among the best dividend stocks, so you can position yourself very well for the future today.

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BamBamInvest@BamBamInvest

1Ano

@Bullnbear I agree 👍

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1Ano

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BamBamInvest@BamBamInvest

1Ano

@market_maestro_2447 I don't think you can go far wrong at the moment with $XDWH or $XLVif you don't want to bet on individual stocks.

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Tom S.@TiTiS

1Ano

There are already some good opportunities and it doesn't always have to be Novo or UHealt. #Sanofi

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BamBamInvest@BamBamInvest

1Ano

@user28461 It may be, but a lot will depend on the individual states, as elections are due next year and not everything can be cut so easily if you want to retain/attract voters. Apart from that, lower costs would not necessarily have a negative impact. I'm curious to see how it develops, which is why I'm also invested in $HIMS, $OSCR and $UNH. It remains exciting .

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