Sunday, August 26, 2012

"Looking ahead at the great debate in Washington DC about Medicare , I thought I would take a look at the Healthcare stocks. (My tech stock run is over!)

Dow Jones Industrial Average 13,158  (Down) Week ending 08-24-2012


 Sorry that I missed you last week, I was on vacation in 
the mountains with no computer.  Nothing on hand, but 
a copy of the Wall Street Journal. There is a lot of 
gas line activity up there which  is providing  work and 
is a boom for the lodging industry. In contrast it seems
 to be hurting the tourist industry because their are no
 rooms available for people to stay at , thus 
hurting the traditional summer industries like retail.

 I thought you were probably sick of the run of tech stocks so I moved
 over to take a look at the Healthcare stocks.  I am doing the same
 thing in my personal life in about a week, moving from wireless technology sales over to sales 
of medical equipment hardware. I look forward to my next great learning experience.


To take a look at the Healthcare Stocks , I went to Morningstar's Sector website 
and did a screen of the best performing stocks for a 3 year period. 
Below are the stocks in order going down from the best 3 year gain % : 


Stock Name                            Symbol         _YTD         3 month      1 Year        3 Year
Regeneron Pharmaceuticals  (REGN)         161.75        11.86         155.44        87.53
Alexion Pharmaceuticals Inc. (ALXN)           49.29        14.65          99.48         67.89
Valeant Pharmaceuticals Inc.  (VRX)            11.59           8.45          22.82        57.46
Perrigo Company                    (PRGO)           13.72          7.43          18.21         55.81
Edwards Lifesciences .              (EW)             40.28        13.57          37.20         46.08
Biogen Idec Inc.                         (BIIB)           33.60        11.68          59.73        43.72
Novo Nordisk A/S                      (NVO)           37.26        11.77          56.13        38.67
Watson Pharmaceutical Inc.      (WPI)            38.08        14.51          27.28        33.27
Intuitive Surgical, Inc.          (ISRG)            9.18         -4.89         44.55         29.85          

3 year is a good time period to look at because, as you can see, the stocks vary wildly in their movement over the three year period. Any of these stocks would have been a good investment and looking at the 3 month and 1 year they continue to have momentum.





You'll notice I have not posted the stock prices of these stocks
just their performance numbers. You should pick one of them as the Healthcare component in your portfolio and decide how much you want to allocate in dollars, then buy however many shares you can for the money that you allocated.

I am looking forward to this fall and NFL Football. Watching Peyton Manning and the Denver Broncos in preseason while I write this blog, and he is looking good so far. You need to multitask on weekends to maximize your time and get everything done.

All the best,

Freewilly














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