good points!
boomer health care should be a biggie.
some boomers are biggies!
And growth in natural gas use is boomin’, and it will only get moreso. Also, vehicle manufacturers with domestic operations (and that includes Toyota, Honda) are probably depressed; the interest rate pucker a few weeks back could impact sales, but I don’t think so, since US rates are falling if memory serves. Nursing home growth will be something to watch as the baby boom starts to hit that age (another ten years; kids born in 1946 hit 65 in 2011) and their 2.2 child families can’t figure out where the bedpan is.