June 14, 2016:
We are committed to bringing great investment ideas to you. With this guiding our strategy, we are excited to begin a new portfolio covering the best opportunities in Healthcare. To start things off, we are moving three companies: Gilead Sciences (GILD: $84), Adeptus Health (ADPT: $53) and AmerisourceBergen (ABC: $75) into the new portfolio. In the weeks and months ahead, we will selectively add another 6-10 stocks.
This is a great time to create a portfolio of great companies in Healthcare. Why? The stock market is near record levels having left Healthcare stocks in the dust.  Overall the group has been one of the market’s worst performers over the past year: down 31%.
The sheer size and importance of Healthcare makes it a must-own in any portfolio.
More than 17% of the total output of the US economy is made up of Healthcare. Putting this into perspective, that is three times what our government spends on Defense. In human terms, this is $3.3 trillion market, roughly $10,000 per person each year.
Just because stocks have tumbled this year, demand for Healthcare hasn’t diminished - it has only continued to grow, as the population ages. Next to Technology, it is the fastest growing industry in America. Over the past decade, the cost of healthcare has risen on average 4.2% annually, nearly double the overall US growth rate of 2.2%. Uncertainties over the effects of The Affordable Care Act hurt stocks, but there are genuine values being created in the process. On behalf of you and all our subscribers we plan to find some hidden nuggets.
We are really excited about the opportunities for Adeptus Health, Gilead Sciences and AmerisourceBergen. As new names are considered, we will give you plenty of notice. And if you have a favorite Healthcare concept but still need to find the best company, we invite you to send your questions along to us at Info@BullMarkiet.com.  We look forward to bringing you our new Opportunities in Healthcare. Â
And look for a new entry in Opportunities in Healthcare this week!