ravemother

原帖由 快樂牛郎 於 17-1-2009 01:36 PM 發表


I would stay away from banks as their business models will change significantly. I prefer dividend yielding sectors whose business models will not change in a long time. i.e Water transportation / o ...

i agreed, sort of. i am strong believer in healthcare and energy

快樂牛郎

原帖由 ravemother 於 2009/1/18 01:15 發表


i agreed, sort of. i am strong believer in healthcare and energy

Healthcare will be the most important issue in the next decade but it's not a sector in which everybody benefits.  With pressure from a lot of parties to bring down healthcare costs, it's unclear to me how the industry will play out in the near future.

ravemother

原帖由 快樂牛郎 於 18-1-2009 01:23 AM 發表


Healthcare will be the most important issue in the next decade but it's not a sector in which everybody benefits.  With pressure from a lot of parties to bring down healthcare costs, it's unclear to ...

you pointed out a very good point. govt will definitely want to lower the cost of health care, but those who run health care business are, overall business people. govt forcing them to lower their price will eventually drive them out of business, which the govt certainly doesn't want to see.

therefore, i think the govt is going to lower cost of health cost and, on the other hand, giving financial assistant to healthcare company, which is a ugly cycle...more tax...?

快樂牛郎

原帖由 ravemother 於 2009/1/18 19:26 發表


you pointed out a very good point. govt will definitely want to lower the cost of health care, but those who run health care business are, overall business people. govt forcing them to lower their p ...

I am not sure what companies you have in mind but let's take pharmaceutical companies for example.  The gov is likely to push for more generics and while this will no doubt hurt the bottom line of big players, I don't think they will go so far as to exit the market completely.

shutterbug

I agree with most people here for AAPL.  No Jobs, no AAPL!

快樂牛郎

大家對TA有冇研究﹖

另外仲有隻GO都符合我screen stocks既標準