Money & Megatrends

November 18, 2025

By Brian Hunt

 

Inside today’s issue:

  • A Boomer health care play soars to new all-time highs. Are you benefiting from this megatrend
  • This sector is generating 100% winners by the bucketful
  • The small-cap bulls will have to wait on that rally
  • In a weak market, blue chip oil producer Suncor soars to a new high

 

A Boomer Health Care Play Soars to New All-Time Highs: Are You Benefiting From This Megatrend?


Medtronic

 

It’s a bull market in Boomer health care, and the industry is full of opportunities. The latest proof comes from health care blue chip Medtronic (MDT).

Regular readers know that Boomer health care is one of our highest conviction long-term investment themes. The bull case here is simple: More than 10,000 Americans reach retirement age every day. This is the enormous Baby Boom generation entering the later stages of life… and a significant opportunity for the health care industry.

Boomers are in a phase of life where health care and longevity spending skyrocket. For many boomers, a typical month involves going to see at least one doctor to have something looked at, something removed, or something treated.

This means that many health care fields are experiencing huge demand now – and will for at least the next decade.

Medtronic is America’s largest medical device maker by revenue. It’s a massive player in the cardiovascular health and surgical tools industries.

This week, Medtronic reported strong quarterly revenue growth and a forecast that pleased investors. This news helped Medtronic reach a new all-time high and continue its long-term uptrend. We remain bullish on Boomer health care.

A blue chip health care stock reaches new highs


MDT Stock Graph

 

This Sector Is Generating 100% Winners by the Bucketful


Green Stock Graph

 

Since our original bullish note on the biotech sector in August, we’ve written over a dozen pieces on its bull market. In almost every piece, we have focused on broad, diversified ETFs such as the SPDR S&P Biotech ETF (XBI) and the iShares Biotech Fund (IBB).

Both funds are displaying tremendous price strength in a weak market environment. Both reached new 1-year highs today.

However, if you drill down into the biotech world and look at individual biotech stock returns, you see some truly impressive returns.

Below are the results of a screen we ran today of the market’s top 20 performing stocks of the past month.

Note how many of these superperformers have terms such as “thera,” “pharmaceuticals,” “pharma,” and “biosciences” in their names. Drug development names dominate the list.

 


Stock Symbols

 

This is further evidence that we are in a strong bull market for biotech and health care stocks. Although I believe ETFs such as XBI and IBB are appropriate for most investors, I can heartily endorse buying individual names in the pursuit of big short-term wins. This strategy is paying off as you read.

 

A Weak Broad Market Isn’t Slowing Down the Rally in Top Oil Names


Heavy Equipment

 

Another day goes by, another new high for blue chip oil producer Suncor Energy (SU).

On September 29, I highlighted the emerging leadership of oil and gas stocks and stated it’s time to be long this sector.

The bull case for oil stocks is simple. If the global economy is growing, oil demand will remain solid. But importantly, U.S. shale oil production growth looks like it is peaking. This would remove a reliable source of production growth that has been in place for over a decade. Plus, oil is very cheap relative to gold and other assets, indicating good value.

Recently, the case for oil stocks has been made stronger by the sector’s strong performance in a weak broad market. Since late October, the oil and gas-focused Energy Select SPDR Fund (XLE) is up 4.2% while the S&P 500 is down 3.4%.

A clear leader in the oil and gas group is Suncor – a stock we highlighted in October.

Suncor is one of North America’s largest oil producers. But, unlike many oil companies, Suncor does not spend big bucks searching for oil on the Texas plains or drilling with offshore platforms.

Instead, Suncor operates in Canada’s enormous oil sands region… where hydrocarbons sit in “muck” near the ground surface. They are extracted with giant mining shovels and with “in situ” mining (pronounced by many as in-SIT-too).

In situ (or “in place”) extraction involves inserting pipes into the ground, injecting steam into them, and extracting hydrocarbons through the pipes. This makes Suncor’s business more like running a factory than prospecting with drill rigs. The company is stable and profitable enough to pay a 4.1% dividend.

Given Suncor’s relatively stable business model and enormous size, it is a “go-to” stock for large investors who want to take a position in the oil sector.

As you can see in the chart below, Suncor is enjoying increased investor money flows that are pushing the stock higher. Shares just reached a new 1-year high. It’s a bull market in oil stocks.

Suncor climbs to a 1-year high


Suncor Energy

 

Market Notes

  • Big pharma leader Eli Lilly (LLY) hit a new 1-year high today. It’s up 30% over the last month. The Boomer health care theme continues to generate winners.
  • Riding the healthcare trend as well, senior housing giants Ventas (VTR) and Welltower (WELL) also reached 52-week highs, up 41% and 61% respectively over the last year.
  • Cloud-based software leader Clearwater Analytics (CWAN) hit a 1-month high today. It’s one of the few software companies to show relative strength over the last month.
  • Tech giant Meta (META) reached a 6-month low today. On a P/E basis, it is now cheaper than the S&P 500.
  • Aurora Innovation (AUR), the largest autonomous trucking company in the world, just hit a 1-year low.
  • Health insurance giant Molina Healthcare (MOH) reached a 1-year low today.