Thursday, August 22, 2013

The "Obesi-fication" of America

I've shown these charts from the Centers for Disease Control before over the past couple of years in articles that I've written about companies (eg: Vivus (VVUS) and Davita (DVA)) involved in obesity drugs and related illnesses such as diabetes, kidney failure and kidney dialysis.  Each time I see updates of the charts, I'm no less stunned, nor less saddened over the tragic 'shape' of America's health.

From an investment perspective, the business of obesity and its illnesses, treatments and cures operates in various sectors from the more obvious healthcare and pharma, to technology, consumer discretionary and transportation.  Stay tuned in coming days/weeks for our latest investment thoughts in this space.

In the meantime, note that the data collection methodology was changed in 2011 such that it is no longer comparable to previous years. Therefore, I've included the longer term comparison of 2000 to 2010, and then the latest data from 2011 and 2012.
 

Percent of Obese (Body Mass Index >30) in U.S. Adults













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(Please note: This article is solely meant to be thought provoking and is not in any way meant to be personal investment advice. Each investor is obligated to opine and decide for themselves as to the appropriateness of anything said in this article to their unique financial profile, risk tolerances and portfolio goals).
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Additional Disclaimer: currently long many stocks/ETFs. No current positions in VVUS and DVA.  Positions may change at any time without notice.







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