| Investing for me is about identifying long-term trends, and then investing in companies whose business I understand, that will benefit from those trends. For more than a decade, my own investment strategy has focused on two major trends: (1) I believe that as the massive demographic of Baby Boomers moves into post-retirement, a tremendous amount of money will flow into the healthcare sector, and (2) oil is generally undervalued.
Because I’m an engineer who has spent my career in the energy sector, it’s probably best if I keep my opinions about specific investments in the healthcare sector to myself. But let’s talk about the oil industry...............................................Full Article: Source
|