Wednesday, November 12, 2025

♟ My Largest Position Isn't What You Think

Trade of the Day Logo

View in browser

Image of inside a hospital

"By far, this is the most undervalued sector by almost every metric. It doesn't get any better than this."

Karim Rahemtulla, Head Fundamental Tactician, Monument Traders Alliance

Editor's Note: Bryan just cracked something big.

After 25 years of trading, he's developed what might be the most accurate AI trading system I've ever seen.

Cash Code X. 70% accuracy. 14X potential gains in three months.

I've watched Bryan deliver 1,900+ winners at 76% accuracy in The War Room. But this AI breakthrough is different - it's spotting parabolic moves WEEKS before they happen.

Join Bryan's Live Cash Code X Demo Wednesday, November 19 @ 2 p.m. ET

He's doing a real-time scan during the event. You'll see the exact setups that delivered 1,200% stock gains and 1,463% options wins.

Bryan's putting his 25-year reputation behind this system.

REGISTER HERE

Don't miss this one.

- Ryan Fitzwater, Publisher



Karim Rahemtulla

Dear Reader,

My single largest position is Pfizer (PFE).

Yeah, you read that right. Bigger than even Seabridge Gold.

I've been buying Pfizer for the last year, up and down, collecting that dividend, writing calls against it.

It's cheap. And it's in - by far - the most undervalued sector by almost every metric.

We're talking companies with P/Es around 10 or 11, paying dividends of 3.5% to 7% that are secure.

It doesn't get any better than this.

But while Pfizer's been a gold mine for my portfolio... I've now got my eye on one of its competitors.

Pfizer just won the battle for Metsera - an obesity drug company that Novo Nordisk (NVO) wanted.

But Novo is the better play here. They may have missed out on Metsera, but they've got the second-best obesity drug on the market with Wegovy.

Pure Theatre

You likely heard about Trump announcing a deal to bring down the prices of obesity drugs. Dr. Oz said we'd lose 135 billion pounds next year - that's 497 pounds per American.

Sounds scary for drug companies, right?

Wrong.

They're lowering prices on the LOWEST doses.

If you're really obese, you're not taking the lowest doses. You're still paying full freight. But here's the beautiful part: as part of this "price reduction," they expanded Medicare coverage for these drugs.

SPONSORED

Caught on Camera: Elon Musk’s “Area 51”

You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see this footage.)

Image
 

A lot of people believe the U.S. government is hiding aliens at the highly classified U.S. Air Force facility in Nevada known as “Area 51.”

But what’s happening inside Elon’s facility in Memphis is far more interesting.

Click here to see the details because this could be the biggest military technology ever.

Translation: "Yeah, we'll lower some prices, but we'll make it up on volume." They just expanded the market by millions of patients.

That's why Novo Nordisk shares went UP on the "bad" news.

It's all a charade.

These pharma companies already know their margins. They know what they can sell for. The pharmacy benefit managers get their cut, the pharmacies get theirs - but now Medicare patients can access these drugs.

The Setup for Next Week

I'll probably be recommending a play in NVO to our paid subscribers next week.

This company went from $150 to $49. Another pharma giant - Eli Lilly (LLY) - went from $600 to $900-plus. Lilly's probably going to break $1,000.

But Novo has the infrastructure, the manufacturing capacity, and now the expanded market access.

They're positioned to capture massive market share in what's becoming the biggest pharmaceutical opportunity of our lifetime.

Why I'm Betting Big on Healthcare

Look at what we're dealing with - Merck, Amgen, and AbbVie all trading at P/Es of 10-11.

These companies have proven revenue streams, patent protection, and dividend coverage ratios that are bulletproof. Again, Pfizer's paying me 5%-plus while I wait.

Logo

YOUR ACTION PLAN

If you want to position yourself ahead of this healthcare rotation, start building positions in quality names trading at deep discounts.

Companies like Pfizer, Merck, and Amgen are all sitting at levels where you can collect dividends while the market figures out what these companies are actually worth.

I'm betting my largest position on it.


INSIGHTS YOU MAY HAVE MISSED

Article

Weak Earnings? This Chart Is Still a Strong "Buy"

Article

Why Costco's -1% Performance Makes It My Top Post-Shutdown Play

Article

Trump's Next Big Move Could Spark a Massive Market Boom

Article

Seasonal Stocks Made Us $98/Share: Here's How We Timed It Perfect

SPONSORED

The ultimate trade for pickleball players

3 People on the Pickleball court
 

If you play pickleball, golf, or any other sport...

Then take a look at this one special trade.

Imagine entering a trade at 9:30 a.m. ET...

Collecting a HUGE profit a few minutes later...

Closing your computer...

And going about the rest of your day on the courts (or doing whatever else you want)!

That's what is possible thanks to this lucrative 9:30 a.m. ET trade setup.

Click here to learn it for yourself

No comments:

Page List

Blog Archive

Search This Blog

This Is the Part Humans Usually Miss

Markets don't wait around. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ...