We hope you’ve enjoyed this inaugural launch week of Investing Daily Dose (IDD); thanks to all of you who’ve connected with us, read our research and hit that subscribe button.
We know your time is valuable, and we want to help you make the most of it.
Even on a Friday … which we like to think of as “The Weekend’s Doorstep.”
For most folks, Friday represents a kind of wind-down for the week. We’re thinking about a weekend trip, time with the family, binging on movies or sporting events, shopping or some “fix-it” chores around the house.
But (with apologies to the Great Gordon Gekko), “money never sleeps.”
So we’ve set up our Friday IDD issue in a way that gives you a maximum punch for a minimum time investment.
We’ll deliver a recap of all the investment reports we published during the week — giving you an “all-in-one-place” catch-up opportunity.
AND we’ll give you a “preview of coming attractions” — with a sneak peak of the top opportunity we’ll cover in the week to come.
Each “dose” in IDD has a Wealth-Building takeaway from Bill Patalon (find out more about Bill and IDD here) that can keep you on a moneymaking track for years (or even decades) to come.
The “New Cold War” storyline we’ll be watching next week: From Prescriptions to Cops, the Cyberthreat Is Bigger Than You Think.
For that “sneak peak,” look what happened to UnitedHealth Group Inc. (UNH) and its subsidiary – Change Healthcare – hit last week by a cyberattack that made it impossible for thousands of American customers to get their prescriptions filled.
Change Healthcare handles the payments and processes prescriptions across the country.
Lots of customers found themselves facing this really tough decision: Do I pay for this medicine I need out of my own pocket … or do I wait until this gets fixed so my healthcare plan will pay the bill like it’s supposed to.
And we’re not exaggerating about those “tough” decisions.
CNN detailed the plight of a 32-year-old Detroit social worker who needed Paxlovid, which treats COVID-19 patients who are at high risk of getting a severe form of the virus. The social worker (in effect) had to ask herself: “Do I spend $1,600 out of my own pocket for this medicine? Or do I roll the dice and hope I don’t get sicker … and wait for the system “fix” that’ll have it get picked up by my insurance plan?”
Writing this on Friday morning, the outage that started (Wednesday) February 21 still hadn’t been fixed … so those folks were still waiting.
So why is this a “New Cold War” story?
In its filing with the Securities and Exchange Commission, UnitedHealth said the attack was launched by a “suspected nation-state” — one associated with cyberattacks like this one.
This isn’t a “one-off” story. The Royal Canadian Mounted Police (RCMP) and the U.S. Justice Department (DOJ) reported cyberattacks of their own. The DOJ was open in blaming China-sponsored players for its attack.
We’ll have more on that next week.
Now, in case you missed it, here’s what happened in IDD this week.
The Week in Review
Why 2024 Will Be the “Year of Weight-Loss Drugs”
Also in This Issue: Warren Buffett’s Baseball Bet & The Greatest Silver Bull Market of Our Generation
Goldman Sachs recently predicted the market for weight-loss drugs would zoom from about $6 billion last year to $100 billion by 2030.
Our chief stock picker, Bill Patalon, spent years covering the biotech sector — first as a journalist and then as a newsletter editor and stock picker — so he understands how the game is played.
And when you have supply ramping up to meet pent-up demand for a hit new drug that’s zooming toward “blockbuster status,” that’s a massive stock-price trigger.
The “Next Acts” for Apple, Amazon and McDonald's
Want to get a handle on a company’s value – you know, what it’s worth?
With a public company, there’s the straight-on, easy-to-calculate approach: Market value … the current share price times the number of outstanding shares.
But market value is a “snapshot” in time … what the company is worth at that moment.
But if you want to make money (or avoid losses) the challenge is projecting what that same company will be worth next week, next month, next year … or 10 years from now. In other words … finding that long-term “winner” by understanding “what comes next.”
One way to put the probability of winning on your side is to invest in companies with the strongest “brands.”
We devoted this issue to Apple Inc. (AAPL), Amazon.com Inc. (AMZN) and McDonald’s Corp. (MCD) — companies whose “what comes next” pathways are paved by innovation.
Phones Are the Past - Preventive Health Can Be Apple’s Future
Also in This Issue: Hot Wings … With a Side of Tech & How to Make Money from Options - Without Making a Single Trade
For Apple shareholders, the last decade or so has been the stuff of legend.
In 2011, with a market cap of roughly $340 billion, Apple became the world’s most valuable company.
But the last five years have been truly epic.
In August 2018, it became the founding U.S. member of “The Trillion-Dollar Club.”
In August 2020, it was the first American firm to traverse the $2 trillion threshold. And, in June 2023, Apple became the first company in the world to achieve a $3 trillion market cap.
But even after that scorching run, in true stock-market fashion, investors are asking: “What can you do for an encore?”
In Part I of our “Apple’s Next Act” report, Bill candidly outlined the company’s challenges at Stock Picker’s Corner (SPC) but showed you how the Apple Vision Pro could offset some of the drag facing the company.
In Part II, he details Apple’s other “Next Act” … this one in health, which includes a subplot saga with its watches.
Disclaimer: The information published in Investing Daily Dose isn’t personalized financial advice or a specific investment recommendation and should not be interpreted as such. The content produced is intended for informational purposes only. The writers and team members of Investing Daily Dose are not investment advisors or financial planners, and you should consult your own professional before making any investment decisions. There is inherent risk involved with investing and financial decisions, and any investment decisions you make are solely your own decisions. Market outlooks, estimates, or projections should not be construed as actual events that may occur. While stats and figures are believed to be as accurate as possible from public information available at the time of publishing, the writers and team members of this publication do not make any warranties regarding the information’s accuracy. Neither the writers, team members, or affiliates accept any liability for any direct or indirect losses from the information contained herein. Team members, contractors, and guest contributors may own assets and stocks mentioned in Investing Daily Dose. By using this site or associated social media accounts, you are indicating your consent to our terms of use, and this disclaimer. All content published by Investor’s Daily Dose is copyrighted. Any unauthorized reproduction of any content published from Investor’s Daily Dose is strictly prohibited.