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Investing Theme To Consider: Longevity

This theme is not exactly new, but we think it will get much more traction. Consumers want to live longer and better. Already, there are drug companies extending the life of dogs, and we wonder how long it will take to get to human trials. We know of more than 20 companies already working on life-extending products in such areas as cellular reprogramming, body part replacement, young blood injection, cloning and genetic editing.

There are hundreds of snake-oil companies looking to make a quick buck from boomers seeking to extend life. But there are also real companies, backed by billionaires, doing real research and starting to see breakthroughs. This will become a much bigger industry — and investment theme — over the next 50 years.
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Its moat are these giant factories they're building. It has firepower. Shares are up 52% this year. He remains a fan.

BMY paid nearly $13 billion to buy the company that was developing Cobenfy. This could could help BMY get the patent cliffs of their other drugs in a few years.

Shares are up 27% after they changed CEOs, but some analysts aren't sold. Bears say turnarounds take time and are expensive, and earnings estimates need to come down. He agrees with the bulls who feel that operating margins will improve, though earnings estimates need to come down. He has a large position, but hasn't sold a share on the CEO news. He expects either flat or weak earnings next year, but is willing to hold on as long the company comes out better the following year.

Likes it as is cheaper than Costco at 21x PE, but it deserves to be cheaper, because Costco is the better company.

This will do better as interest tares come down. Also, the CEO is good. Buy on current weakness.

They make adhesives across several industries. Since interest rates started rising, this has been sloping higher, but could roar with those rates falling. They have great end markets that he expects to improve in coming years.

Shares are starting to rise. Run by a fine CEO.

They have one the great, new concepts in this market.

It's one of the most poorly-acting stocks on both good and bad days. He's holding on until their next report. Is incredibly disturbing.

They execute brilliantly.