All things STOCKS

#14,002
#14,002
Jax_Vol said:
I am the Amazon basher. For me, they have way too many irons in the fire. AWS can only carry them so far.

Can't decide if the market is going to stay strong in the last hour, or this is going to be a yank the rug out situation.
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They basically are AWS now. Amazon dot com is pretty much a freebie for the equity owners. AWS alone is worth the share price.

Amazon dot com is great because they don’t pay for the inventory. They overcommitted building out their distribution facilities. COVID or the economy because of COVID has caused them to not need as much warehousing and distribution space as they had originally planned.

I’m still leaning toward building a bigger position. But their massive size is a potential issue. They really don’t need an infusion of capital which makes it challenging for those with the capital to put to work. Is a $5 trillion market cap feasible?

I am disappointed that Bezos, Buffett, and Dimon didn’t figure out how to reinvent healthcare.
 
#14,003
#14,003
Thunder Good-Oil said:
They basically are AWS now. Amazon dot com is pretty much a freebie for the equity owners. AWS alone is worth the share price.

Amazon dot com is great because they don’t pay for the inventory. They overcommitted building out their distribution facilities. COVID or the economy because of COVID has caused them to not need as much warehousing and distribution space as they had originally planned.

I’m still leaning toward building a bigger position. But their massive size is a potential issue. They really don’t need an infusion of capital which makes it challenging for those with the capital to put to work. Is a $5 trillion market cap feasible?

I am disappointed that Bezos, Buffett, and Dimon didn’t figure out how to reinvent healthcare.
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Agree with you on the healthcare. Especially surprised that Bezos didn't dive into healthcare. He is one of those guys interested in a wide variety of topics.

Speaking of healthcare, any one following this product that Elon recommended? There appear to be about 4-5 different variations aimed at obesity.

A side effect of diabetics medicine is weight loss (I think?). Looks like the two primary stock choices are LLY or NVO. Plus, a couple of additional smaller players

Diabetes drug set to be approved for weight loss could become best-selling drug in history
 
#14,006
#14,006
Jax_Vol said:
Agree with you on the healthcare. Especially surprised that Bezos didn't dive into healthcare. He is one of those guys interested in a wide variety of topics.

Speaking of healthcare, any one following this product that Elon recommended? There appear to be about 4-5 different variations aimed at obesity.

A side effect of diabetics medicine is weight loss (I think?). Looks like the two primary stock choices are LLY or NVO. Plus, a couple of additional smaller players

Diabetes drug set to be approved for weight loss could become best-selling drug in history
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Was on 60 minutes a couple weeks ago, seemed like it could become a thing.
 
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#14,007
#14,007
ndubvols said:
Was on 60 minutes a couple weeks ago, seemed like it could become a thing.
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I did more research on the topic last night. Looks like the stuff truly works. FDA has approved. Minimal side effects which tend to go away as the body adjusts to the med. Constipation type gastro things...nothing life threatening.

The one big hurdle is the expense. However, there is already heavy lobbying ongoing. Makes sense to me, but insurance may see it a different way.

If a person is somewhat thin, then the insurance actually saves money long term. Having a Body Mass Index greater than 30 causes so many other issues that end up costing insurance big money. Meds, knee replacements, strokes, etc etc etc.

From a stock perspective, we might need a three-fold strategy. Buy a bunch of KO to fattened people up. Then get some United Health, Humana, ELV, type health insurers. FInally, buy the Eli Lily or Novo Nordisk to take the weight back off. Like fattening hogs for slaughter...lol
 
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#14,009
#14,009
So if you’re into lotto plays, with all the memes running like Bbby, SDC, Aprn, Prty, etc…

CLOV 1.5 C’s are like .05 for the end of this month. Stock price is currently at 1.25 but I have a feeling it will make a big move soon.
 
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#14,016
#14,016
Jax_Vol said:
I did more research on the topic last night. Looks like the stuff truly works. FDA has approved. Minimal side effects which tend to go away as the body adjusts to the med. Constipation type gastro things...nothing life threatening.

The one big hurdle is the expense. However, there is already heavy lobbying ongoing. Makes sense to me, but insurance may seeproblem it a different way.

If a person is somewhat thin, then the insurance actually saves money long term. Having a Body Mass Index greater than 30 causes so many other issues that end up costing insurance big money. Meds, knee replacements, strokes, etc etc etc.

From a stock perspective, we might need a three-fold strategy. Buy a bunch of KO to fattened people up. Then get some United Health, Humana, ELV, type health insurers. FInally, buy the Eli Lily or Novo Nordisk to take the weight back off. Like fattening hogs for slaughter...lol
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I don't see insurace being a problem. Obesity is such a contributor to other health problems that insurance companies will want to cover it. As someone else said only the uninsured(poor) will not be able to buy it. Health care in America.
 
#14,017
#14,017
Go aeiou said:
I don't see insurace being a problem. Obesity is such a contributor to other health problems that insurance companies will want to cover it. As someone else said only the uninsured(poor) will not be able to buy it. Health care in America.
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Yes. I talked to a church co-hort who has lost 40 pounds. Minimal exercise; age 61. He was close to Type 2 diabetes, but not over the line.

He is on the Ozempic. He has good Blue Cross Blue Shield. For a two month supply, he paid $25; BCBS paid $1053.

As you say, insurance should be willing to pay $5-10k per year if it reduces obesity. Having a BMI # over 30 (which around 60% of USA has) causes so many other issues. Having a thin person saves in long run with fewer medical items required to live fat.

From a stock perspective, my question is whether Eli Lily has too many other losing products for the ramp up in weight loss meds to save them?

My concern with Novo Nordisk is that they are a Danish country. I prefer to invest in USA companies to catch the benefits of all the index dollars pouring in automatically from people paycheck contributions.
 
#14,018
#14,018
Jax_Vol said:
Yes. I talked to a church co-hort who has lost 40 pounds. Minimal exercise; age 61. He was close to Type 2 diabetes, but not over the line.

He is on the Ozempic. He has good Blue Cross Blue Shield. For a two month supply, he paid $25; BCBS paid $1053.

As you say, insurance should be willing to pay $5-10k per year if it reduces obesity. Having a BMI # over 30 (which around 60% of USA has) causes so many other issues. Having a thin person saves in long run with fewer medical items required to live fat.

From a stock perspective, my question is whether Eli Lily has too many other losing products for the ramp up in weight loss meds to save them?

My concern with Novo Nordisk is that they are a Danish country. I prefer to invest in USA companies to catch the benefits of all the index dollars pouring in automatically from people paycheck contributions.
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From riding the BioNTech bed wagon, I did learn that one plus of investing in a European stock is that you can somewhat see moves early.

The Frankfurt exchange worked well for BNTX. For today, NVO is up 3%. Think I'll try a wee bit in first hour tomorrow.

Novo Nordisk Equity | A1XA8R | DK0060534915 | Share Price (boerse-frankfurt.de)
 
#14,019
#14,019
Jax_Vol said:
As you say, insurance should be willing to pay $5-10k per year if it reduces obesity. Having a BMI # over 30 (which around 60% of USA has) causes so many other issues. Having a thin person saves in long run with fewer medical items required to live fat.
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Maybe but do health insurance companies pay for treatments just because it saves in the long run?
 
#14,020
#14,020
Velo Vol said:
Maybe but do health insurance companies pay for treatments just because it saves in the long run?
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Don’t know. My hunch is it may take the USA some time to see the big picture on that very question. Truth be known, if are mid-60’s and are fat, the insurance companies prefer that you topple over dead.
 
#14,021
#14,021
I’m also buying more Amazon tomorrow. Waiting for a dip mid-morning.

Thinking the general market is ready to slowly drift slightly up
 
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#14,023
#14,023
Go aeiou said:
They let their actuaries tell them the likely outcome of different decesions. It's all about $$$.
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100%. Spending on expensive drugs to keep unhealthy, net negative clients alive for increasing needs for more expensive treatments isn’t good for insurers’s bottom lines. Unless they also sold them life insurance.
 
#14,024
#14,024
Looking forward to some market activity after being closed for 79 hours and counting. I’m tempted to open a Forex account just to play with over long weekends. But those professional traders would probably have my lunch.
 
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