1. In the US, over $11,000 per person is spent on healthcare
. In aggregate, that represents almost 18% of the whole US economy1
. It's a huge industry, which is resistant to recessions and has large barriers to entry - an investors dream. Novocure ($NVCR
) is a medical device company that inhibits cancerous cell division through electronic fields. This is a new form of cancer treatment that works alongside existing treatments (surgery, chemotherapy) to improve results with fewer side effects. Their treatments are now supported by large insurers including Medicare (the national US insurer). Revenues are growing at around 30-40% YoY, margins are steady around 70% and they recently became profitable. One to watch (Credit: Brian Feroldi
2. Investing in healthcare supports the improving of peoples lives
. Some more healthcare ideas include:
- Intuitive Surgical ($ISRG
) - Leader in robotic surgery.
- Teladoc ($TDOC
) - Telehealth innovator, providing diagnosis on demand over video conferencing.
- Zoetis ($ZTS
) - A portfolio of products within animal healthcare.
Each has a well known brand as in the leader in their vertical (Credit: Ram Bhupatiraju
3. Whilst India continues to grow its economy, relatively few Indian companies are publicly traded. So how can investors take part in this emerging market? It turns out, some of the large tech companies are investing heavily in the Indian market
. Amazon ($AMZN
) represents 30% of e-commerce in India and has invested over $10bn in the market. They face stiff competition from local competitor Flipkart. Facebook ($FB
) has announced it will offer payment services through Whatsapp, which has 400m users in India. This makes India Whatsapp's largest market and provides an interesting FinTech angle to Facebook's strategy (Credit: ztinvesting
4. The Twitter hack last week underlines why all companies should pay attention to cyber security
. Okta ($OKTA
) is a leader in the space, providing software to manage identity and access across companies. The addressable market is large and growing. Okta's execution has been exceptional, with revenue growth averaging around 46% for the last 3 quarters, gross margins of 73% and a customer base growing 28%. The stock has doubled in the last 3 months alone (Credit: Christopher Seifel
. CMS.gov, Centers for Medicare and Medicaid Services
If you'd like more Stock Ideas, you can view edition #1