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.