The Healthcare Debate: We’ll Stick to Earning Profits
by Robert Williams, Publisher
Wednesday, October 28, 2009
Pop quiz: Name the industry that has racked up the second-best stock performance over the past 100 years. (Tobacco stocks are No.1.)
I’ll give you a hint. It’s about as recession-proof as you can get. It’s critical to every American. And it’s future is the mostly hotly debated topic this side of Wall Street.
The answer, of course, is healthcare.
Pundits can debate the issues all they want. In the meantime, we’ll continue to breakdown the sector for its investment appeal.
Recall, last week Louis Basenese said that healthcare M&A action is at an all-time high, as companies jostle to position themselves for whatever reform comes out of Washington.
For example, GlaxoSmithKline (NYSE: GSK) just shelled out $680 million for a worldwide partnership with Dutch biopharma firm ProSensa for its therapeutics drugs. And Onyx Pharmaceuticals (Nasdaq: ONXX) paid $851 million ($276 million upfront) for Proteolix.
More deals are no doubt forthcoming. Fortunately, our healthcare and biotechnology expert Marc Lichtenfeld is here to guide us through his powerful, five-step system, which meticulously pinpoints the best stocks to buy.
(And pssst! Marc told me that a slew of healthcare stocks are trading at bargain-basement levels. So this could be one of the best times to buy.)
Ahead of the tape,
Robert Williams
Related Investment U Articles:
- Is M&A the New R&D?
- Prediction: The FDA Will Reject This Drug… And Take This Stock Down
- The Emerging Market Healthcare Trend That Nobody is Talking About
- Say “No” to Drugs… But “Yes” to These High-Flying Drug Companies
- What Investors Need To Know About Healthcare Reform
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In addition to once being a full-time trader of equities and equity derivatives, Robert Williams has served as the lead financial analyst for a Forbes top-50 private corporation and an analyst for the endowment of a major academic institution. He's also been profiled in such books as Trade with Passion and Purpose and Alexander Green's The Secret of Shelter Island. 
