Great learning lesson from you again . Thank Adam! :)
@CameronFussner Жыл бұрын
Biggest lesson i learnt in 2022 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.
@mustafa1231 Жыл бұрын
I just love this guy. He always methodological in his presentation. Adam, I have positions in CVS and WBS, these stocks are down because of competition fear from amazon. In your video, I noticed you didn't mention anything about retail pharmaceutical companies. What is your thoughts on them. The reason I bought these two stocks is because it reminded me of Walmart when it went down many years ago when everyone was in fear amazon will take over there marketshare. But Walmart bounced back.
@d-sto687 Жыл бұрын
I think Pfizer at 30 USD is not Bad. Ther Organic Grothw should be 5-8 Per cent. A 5 Per cent Yield and they have a good future Plattform. My biggest Buy is CVS at the moment. High Debt. But great Diversification.
@salamonshevda523911 ай бұрын
Adam, you are only guy who shares very important information not only with your students but with all. Thank you very much for this opportunity !
@TheHansfett98 Жыл бұрын
Bought 50 veevs today just because of this video. Take profit at 269. Set and forget. Have Time ;)
@mbronti Жыл бұрын
What an insightful video. Thanks for this Adam.
@victorc8028 Жыл бұрын
Hi Adam, Great informative video as always, thank you for that. I do have a question, do semiconductors belong in your technology category? I'm asking because semiconductors have their own ETF, SOXX and it also outperformed the s&p 500, not just the four categories you've mentioned. Also SOXX outperformed the Nasdaq index as well
@ics001017 Жыл бұрын
@adam : you own TMO (Thermo Fisher), can you please share your valuable thoughts on TMO ?
@Jayden-qq1ei Жыл бұрын
Wow! Amazing presentation on the healthcare sector.
@TheTobacko1 Жыл бұрын
INVITAE is my absolute favorite company ❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤❤
@zebidartube11 ай бұрын
ADAP, OCGN 🚀🚀🚀
@ovidiufrasie4265 Жыл бұрын
Great video and excellent timing. VEEV is -14% today. Great present from Mr. Market.
@jetlee9608 Жыл бұрын
Om still holding onto my moderna shorts. Will exit when it hits sub $10
@ukobassey2517 Жыл бұрын
I've benefited immensely from your videos. Thank you Adam
@julieb9630 Жыл бұрын
Great information Adam!!! thank you very much. VEEV drop to $169- ?176. Does anyone know what happened?
@YentyDjap Жыл бұрын
Thank you very much, have a very good day.
@ailykwan4937 Жыл бұрын
You are awesome Adam! Thanks so much for your videos!
@lawrencethomass816 Жыл бұрын
What would an index look like if you removed all the companies that went to zero like startups and just focused on the successful drug companies that have been around for a while and are profitable such as Merck, AbbVie Pfizer, Eli Lilly amgen also, those pharmaceuticals pay out large dividends are those factored into your index chart
@amz8593 Жыл бұрын
Great video Adam. Thank you .
@LesGoldenbear Жыл бұрын
Adam long time fan, keep up the great content thanks for all your hard work and sharing all your knowledge, much appreciated.
@tanyamayer3690 Жыл бұрын
Why is Veeva down 7% this morning?
@uyenloo Жыл бұрын
Would it affect the intrinsic value of veeva after its weak forecasts? Tqvm.
@sanshuma0 Жыл бұрын
Really useful!
@borishruby7131 Жыл бұрын
One fantastic video again, Adam! Thanx a lot! 👍 Keep up this work 😉
@marcinlib.3974 Жыл бұрын
You are simply the best 👍👏
@julieb9630 Жыл бұрын
Does anyone know what happened? at this time VEEV falls 14%
@MasterRichStocksOptions Жыл бұрын
😎Right. I’m bullish on healthcare stocks and added more by using stock options.
@sweetsassy99 Жыл бұрын
Thank you so much for the info, Adam. 👍
@mipa5661 Жыл бұрын
Super video as usual. Thanks Adam!
@GymConnect11 ай бұрын
I respect the honesty.
@CarlitoBriganteTR Жыл бұрын
Very informative video, thanks Adam.
@toshy24tosh Жыл бұрын
United Health is a beast just own that
@hugosalvador3207 Жыл бұрын
great video👏👏
@googlytrader Жыл бұрын
Worth buying. Great video!
@geosaracin3518 Жыл бұрын
Great info like always!
@JN-gi6bf Жыл бұрын
Adam, great video, as usual. Can you do the same type of video for other sectors?
@pmcllc1 Жыл бұрын
Very good analysis!
@salehalotaibi2903 Жыл бұрын
EW & RMD those are the ones I'm buying
@cristianabrambilla2236 Жыл бұрын
Hello everyone. Please, may someone clarify why I find 2024 fiscal year in Veeva Investor relation? And when will 2023-Q3 earning be released? Thank you in advance 😀
@hm8298 Жыл бұрын
Great vdo as always God bless you Adam🙏
@askartop2628 Жыл бұрын
Strong buy now for sure))
@hb17669 ай бұрын
you are amazing!
@Arfur_Foulkesaycke Жыл бұрын
Hey Adam, Burry's latest filings show he closed out bearish options against the broad S&P 500 and Nasdaq 100 Index 😅
@MrM4you Жыл бұрын
hi Adam, please can you analyse M- tron Industries stock. thanks
@BlakeSkrable Жыл бұрын
Funny because I saw VEEV’s 13% dump today… I coincidentally added since I felt the reaction was overblown. Woohoo!
@ojl9510 Жыл бұрын
how about estee lauder, also down alot
@hm8298 Жыл бұрын
Always your student: Lifetime Respect
@kraz007 Жыл бұрын
VEEV is another $20 down!
@julieb9630 Жыл бұрын
do you know what happened?.. at this time it falls 14%
@Ezi0AuditoreDiFirenz Жыл бұрын
Hi Adam, if the patent copyright applies for drugs, wouldnt the same apply for medical devices/equipment?
@Chris-ew9mh Жыл бұрын
Great info Adam! Makes me question my PFE holding now but at least I have UNH and LLY. 😲
@Nadav_Rozental Жыл бұрын
Still believe in VEEV?
@samuelzev4076 Жыл бұрын
Hi Adam, what are your thoughts on FMC chemical manufacturing and agriculture? Is it a good stock to hold for the long run? I bought it about a couple months ago but it dropped drastically. Can it go up higher? The business has good fundamentals
@davidscz Жыл бұрын
I think pharmaceutical companiy makes good investment choice, if you did enough research - it boils down to how deep you know the industry and knowing which company has strong pipelines that are sizeable in revenue. People in the industry can do a patient funnel and use their clinical knowledge to gauge the potential / expected market size with relatively good accuracy, but people out of industry don't have this skillset, they mostly gauge based on headline news. Astrazeneca for example, grew 3x in past 10 years because it not only changed leadership, but revived itself with plethora of new strong oncology pipelines that are actual growth drivers. In short there are good opportunities in the industry, it boils down to whether one is well versed enough or not. Sure the patent expires 15 years later, but if you knew you would have gauged and assessed by then if it has sufficient pipeline to cover. For example way before its fall, the industry already know Roche and Novartis will not have strong enough pipeline to fill the gap and you exit. I believe this is the same with any sector, including tech.
@CatandCook1989 Жыл бұрын
Yea the thing is there are better opportunity costs. Other companies don't need to worry over the patent thing.
@nr9092 Жыл бұрын
For the amount of research you need to do on pharma companies, you better be working in the company for long time or be a serious analyst in the industry over the many years. If not, half the hard work in other industry/sector will provide you better risk vs return.
@johnrogers9065 Жыл бұрын
Do you own IHI?
@Gonzalo_Montero Жыл бұрын
Perfect VEEV video timing for this 12% drop after they lower their revenue estimates today! LOL
@pleiadi666 Жыл бұрын
16:10
@rahulagirichetty3201 Жыл бұрын
Lolll veeva down 12% right after this video. Added 50 shares. I think it's a great value purchase. Im sure Adam has added today as well 🤣🤣🤣
@adilbekakesh9444 Жыл бұрын
Great analysis of healthcare stocks. Thanks Adam. With war in Ukraine and Gaza, there might be an increase of defense stocks. Can you please make analysis of defense stocks. Thanks a lot in advance.
@richardportugais1345 Жыл бұрын
Veeva is down 17% since the call you made . I hope you guys didn’t buy . You give good advices but still can’t predict the market
@LuckyLukky Жыл бұрын
No one can truly predict. Have that in mind for all content you consume. Even from wallstreet “experts”
@mattia6224 Жыл бұрын
🤦
@quantum7401 Жыл бұрын
❤Adam Khoo
@starnightstarlight Жыл бұрын
veev pre market down 8% fire sales
@craftyraf Жыл бұрын
Very interesting video Adam, but please turn of the sound of your messages next time it's too distracting to me, I can't focus on what you are saying :-( ... Thanks!
@hamedmas Жыл бұрын
Veeva is down 14 percent after this video
@pawew5280 Жыл бұрын
Vertex Pharm, Regeneron... come one Adam... drugs are good 😂
@snuiverink1234 Жыл бұрын
Some stocks? About 80% of all stocks are underwarter
@zerototen7260 Жыл бұрын
Clover Health ....US Market ❤
@opelmanta3967 Жыл бұрын
evne better than lly is novo nordisk biggest company in europe now
@craftyraf Жыл бұрын
Unfortunate timing it seems, Veeva dropped 14% in the hours after posting this. Or... EXTRA interesting opportunity to buy??
@cristianabrambilla2236 Жыл бұрын
The Outlook Is non good as the previous years... And Is the Company itself to say it
@alex217c Жыл бұрын
Healthcare needs to catch up? Or tech needs to come down
@SharvanKumar-d3v Жыл бұрын
❤❤❤
@safeandeffectivelol Жыл бұрын
VEEV just took a massive dump on earnings
@TiOnGY Жыл бұрын
Wonder if adam can do a update on this
@kcchan888 Жыл бұрын
Veev, let's go. Add some
@lihan860 Жыл бұрын
patents last for 20 years, not 15. 😄
@thomaskreisel5764 Жыл бұрын
Adam (Kh/C)oo(l) 😎
@Jaythestrive Жыл бұрын
First!
@WholeHerbs Жыл бұрын
It’s pronounce pa-tent
@gavincyy Жыл бұрын
🎉
@elbandido69 Жыл бұрын
@AdamKhoo Although Biotechnology isn't very attractive, what about NVO is really looks a good investment in the biotech sector , do you share the same opinion?