Good morning everyone - hope your weekend was well spent and relaxing. While we've got more market exuberance brewing already, I thought we'd shift our attention today over to something that was the topic of dinner conversation over the weekend - investing in mega trends and themes.
Most of you remember the many enormous investing opportunities we had during the height of the dot com boom, of which many of those stocks made investors a fortune over the next 20 years. Then, there's been several other ground breaking themes and trends since that have also provided investors with tremendous returns.
Qualcomm (QCOM) and their mobile device technology comes to mind. Apple's (AAPL) iPod is another that brought the somewhat failing Company at the time back to life in the early 2000's. Truth is, there's been more new trends and themes than we can all even count going back over the last sixty years, but the most important fact about most of them is they provided investors who were paying attention with exceptional investing opportunities.
Some were big some small, but most not quite as opportunistic as what many are projecting this one to be. The Internet of Things, or IoT, has and is providing investors with tremendous opportunities at every turn. In short, IoT is the interconnection via the Internet of computing devices embedded in everyday objects, enabling them to send and receive data.
Everything from your Google Maps to your home security, and even your child's location, can be tied directly to your mobile device with video, data and other pertinent real-time information. It's literally a multi-billion dollar industry that analysts project by 2025 that data from connected devices will yield insights driving potential economic value of as much as $11 trillion, yes with a T.
Then we've got an aging Boomer demographic, which the National Institute On Aging said the world's older population continues to grow at an unprecedented rate. As a matter of fact, over 8.5% percent of people worldwide (617 million) are aged 65 and over. And, according to a recent report, this percentage is projected to jump to nearly 17% of the world's population by 2050 (1.6 billion).
"Older people are a rapidly growing proportion of the world's population," said NIA Director Richard J. Hodes, M.D. "People are living longer, but that does not necessarily mean that they are living healthier. The increase in our aging population presents many opportunities and also several public health challenges that we need to prepare for. NIA has partnered with Census to provide the best possible data so that we can better understand the course and implications of population aging."
Lastly, there's the troubling developing trend of heart disease and stroke conditions here in the U.S. - something many aren't interested in discussing, but the reality is the U.S. still has a long ways to go when it comes to living a healthier life. The American Heart Association, the Centers for Disease Control and Prevention and the National Institutes of Health and other government recently released the following statistics in a 2017 report:
Cardiovascular disease, listed as the underlying cause of death, accounts for nearly 801,000 deaths in the US. That's about 1 of every 3 deaths in the US.
About 2,200 Americans die of cardiovascular disease each day, an average of 1 death every 40 seconds.
Cardiovascular diseases claim more lives each year than all forms of cancer and Chronic Lower Respiratory Disease combined.
About 92.1 million American adults are living with some form of cardiovascular disease or the after-effects of stroke. Direct and indirect costs of cardiovascular diseases and stroke are estimated to total more than $316 billion; that includes both health expenditures and lost productivity.
Nearly half of all NH black adults have some form of cardiovascular disease, 47.7 percent of females and 46.0 percent of males.
Coronary Heart Disease is the leading cause (45.1 percent) of deaths attributable to cardiovascular disease in the US, followed by stroke (16.5 percent), Heart Failure (8.5 percent), High Blood Pressure (9.1 percent), diseases of the arteries (3.2 percent), and other cardiovascular diseases
Heart disease accounts for 1 in 7 deaths in the U.S.
Cardiovascular disease is the leading global cause of death, accounting for more than 17.3 million deaths per year in 2013, a number that is expected to grow to more than 23.6 million by 2030.
In 2013, cardiovascular deaths represented 31 percent of all global deaths.
In 2010, the estimated global cost of cardiovascular disease was $863 billion, and it is estimated to rise to $1044 billion by 2030.
Sad statistics indeed. However, when we couple all three of these mega-trends and themes together, there's only a relatively small basket of stocks I've found that cover everything I just mentioned above - with one small company still going virtually unnoticed.
Biotricity Inc. (BTCY) has built a remote patient monitoring platform comprised of three key components tailored to a variety of diagnostic and post-diagnostic applications. Its IoT hardware is designed with adaptability in mind - hardware so flexible, it can be applied to different applications simply by changing the sensors integrated. All aspects of the hardware platform are designed in accordance to electrical and medical safety and emissions standards. It comprises a built-in global 4G cellular modem and a DSP microprocessor for real-time analytics.
Its embedded real-time operating system (RTOS) has been designed and architected for the most critical applications. The OS is built on embedded C and designed to maximize battery life and facilitate real-time analysis through algorithms.
Finally, the cloud aspect of the platform serves a variety of functions such as device management, data management, data storage, third party data access, third party device integration, and deep data analytics. The cloud framework is designed so that tailored applications, such as our Bioflux solution, are built on top of the framework and consume cloud services and features.
The first two applications of this platform also covers the diagnostic and post-diagnostic cardiac markets: Bioflux and Biolife.
Bioflux is a high-precision, single-unit mobile cardiac telemetry (MCT) device that provides real-time monitoring and transmission of your ambulatory patients' ECG information. Together with their proprietary software, highly customizable reports, and 24/7 monitoring centre, the Bioflux system is a complete solution for remote cardiac monitoring that merges seamlessly with physicians' existing platforms and workflows.
Biolife is a personal heart monitor for consumers at risk of cardiovascular disease (CVD). Biolife will provide you with clinical-grade information on your heart's performance of the same standard your doctor uses. In addition to ECG data, Biolife will also give you information on your respiration, physical activity, calorie burn, core body temperature, and more-all presented in an easy-to-understand manner.
Managing a long-term chronic illness can be difficult, and Biolife will help. Its evidence-based feedback on your progress will assist you in forming healthy lifestyle habits and help motivate you to stick with medication and other treatment requirements. Used in a manner consistent with your doctor's instructions, Biolife will help guide your efforts to manage your heart condition and improve the quality of your life.
Biolife will also be of great help to people at risk of CVD because of family history, obesity, diabetes or stress, by providing an evidence-based foundation for preventative care.
As you can see, Biotricity Inc. (BTCY) is an exciting small cap with tremendous potential assuming the Company can manage to grab even a small piece of what will inevitably end up being the hugely profitable three mega trends I referenced above. Give it some time, but there's no question we're all going to look back 10 to 20 years from now and realize just what some of these trends offered investors in the way of returns.
If there's one thing every investor should learn in their long career of investing in stocks, it's to identify the real trends early, take advantage of them in the right stocks, and stay the course. If you can do that, there's a good chance you'll be among the top 20% of the investing population out there who always ends up making the most money.