Healthcare 02 (May 15 - Dec 25)

[winston]

not vested

Best ETFs to Own for 2015, No. 2: FBT

We're also targeting the pharmaceutical and biotech industries with our ETF investing strategy in 2015.

Our top pick is the First Trust NYSE Arca Biotech ETF Fund (NYSE: FBT).

You see, drug spending has increased across the board.

According to the IMS Institute of Health, global cancer spending topped $100 billion for the first time in 2014. That was 10% higher than it had been in 2013.

Almost every specialty drug will see a hike in spending in both 2015 and 2016 as well, says Express Scripts.

Hepatitis C treatments will lead the way, with growth of 208% in 2015 and 205% in 2016.

Spending on inflammatory conditions is expected to grow more than 21% each year.

Multiple sclerosis spending will jump by 11% each year.

Respiratory conditions will see sales growth of 131% and 103%.

There has also been a massive M&A boom in these industries. According to PricewaterhouseCoopers, the "life sciences" field had 35 M&A deals in Q1 2015.

The life sciences industry is made up of pharmaceuticals, medical devices, biotech, diagnostics, and contract-research organizations.

Those deals totaled $166.3 billion. That's more money than was spent during all of 2014, which saw M&A activity total $150.1 billion. In Q1 2014, just $46.5 billion was spent.

FBT has gained 18.5% in 2015, compared to just 0.5% for the Dow Jones.

"The stocks in the First Trust fund have a median market cap of about $8.4 billion," Money Morning Defense & Tech Specialist Michael A. Robinson said when he first recommended it. "That's large enough to offer stability but small enough to deliver plenty of upside."

Regeneron Pharmaceuticals Inc. (Nasdaq: REGN), Celgene Corp. (Nasdaq: CELG), and Gilead Sciences Inc. (Nasdaq: GILD) are three of FBT's biggest holdings. Those three are up 63%, 38%, and 47% in the last 12 months.

FBT has 30 holdings that are all roughly equal in size, near 5%.

Source: Money Morning

[winston]

The Best Play in the Hottest Biotech Market on Earth

BY MICHAEL A. ROBINSON

http://strategictechinvestor.com/2015/0 ... -on-earth/

[winston]

Best Mutual Funds for Investing in Healthcare Stocks

The dominance in healthcare stocks should continue for many years

By Kent Thune

Source: Investor Place

http://investorplace.com/2015/06/best-m ... YkkwNKqqko

[winston]

THE BULL MARKET IN BIOTECH MARCHES ON

Today's chart confirms that one of the strongest uptrends in the market is alive and well.

As regular DailyWealth readers know, Steve Sjuggerud has urged folks to invest in biotech stocks again and again.

He's gone so far as to say, "If you catch just one biotech bull market in your lifetime, you may never have to work again."

Biotech stocks are volatile businesses with sporadic earnings. And while they're expensive today, they're still trading well below their bubble valuations from a decade ago.

The last bubble in biotech stocks ended in 2000 – with biotech stocks at more than 20 times sales.

Today, they're around half that... That's a rich valuation, but not a bubble valuation. And it's not scaring investors away.

While the benchmark S&P 500 Index has nearly doubled in the last five years, biotech has done even better.

The iShares Nasdaq Biotech Fund (IBB) is up 370% over the same period... and up nearly 125% in the past two years alone

Source: Daily Wealth

[winston]

3 Unheralded Biotech ETFs to Buy Now

The biotech sector has been delivering jaw-dropping gains this year. Grab more with these ETFs.

By Todd Shriber

http://investorplace.com/2015/06/3-unhe ... ZJ-vtKqqko

[winston]

Health care "picks and shovels" are in an uptrend… sector fund XHS hits a fresh 52-week high.

[winston]

Biotech stocks show no sign of slowing down… sector fund XBI jumps to a 52-week high.

[winston]

THIS BIOTECH BULL MARKET JUST GAINED MOMENTUM

Another sign the biotech bull market is still running: Celgene just reached a new all-time high.

Regular readers know that we consider biotech to be one of the greatest "boom and bust" sectors in the market. With its promise of individualized medicine, cancer cures, and miracle drugs, few sectors capture imaginations and speculative money as well as biotechnology.

As our colleague Steve Sjuggerud says, "If you catch just one biotech bull market in your lifetime, you may never have to work again."

Shares of blue chip Celgene are a good way to gauge the action in biotech. The $105 billion biotech behemoth has been enjoying rising sales growth.

Just yesterday, Celgene shares hit a new all-time high. The stock is now up 50%-plus over the past year... and its uptrend is another strong sign for the bull market in biotech.


Source: Daily Wealth

[winston]

Health care fund IYH rises 26% over the last nine months.

[winston]

This may be the biggest medical breakthrough in our lifetimes

by Marc Lichtenfeld

Source: Lightning Trend Trader

http://thecrux.com/this-fascinating-nob ... -and-more/