December 25, 2005

Sleep Industry

SNY - If you like Ambien, this is your stock.

RESP - make the personal breathing (sleep) machines) for home use. I have tried and tried, but just can't get used to them. The masks will get better and thise that commit to the process, swear by their machines.

RMD - more home sleep apnea producrs

SEPR - New approved drug - Lunesta - to compete with Ambien.

The returns in this industry have been phenomenal. The lesson is that a trend does not have to be flashy, fashionable and exciting - like Apple's Ipod or Blackberry's Rimm - to create outsized gains.

The aging of America and the growing middle class in China and India will provide countless opportunities in the capital markets.

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