No one ever went broke betting that the Boomers would spend money. On December 20, 2024, I wrote an article for Outsider Club called The Three Best Boomer Stocks To Buy.
Now you must remember we live in a “K” shaped economy. Those people who have assets such as houses and stocks did extremely well over the past five years after the government increased the money supply by 40%.
Those people who didn’t have houses and investments got the short end of the stick and are paying $10 for eggs. Say what you want about old people but they are the richest quintile in the country and they only got richer.
Profit From Rich Boomers
What do old rich people do? First, they buy themselves into a nice senior living situation. They can listen to Foghat, play Charades, and have wild swinger nights in the Fiesta Lounge. And later after the party is over they can get some of that POSH long-term care.
This is why I recommended Welltower (WELL) a company that owns senior living places. The REIT was trading at $123.25 on Dec 20, 2025. Today it hit $139.90. That is a gain of 14% in about 6 weeks. Plus it pays a dividend as all profitable REITs do.
The other thing we know is that Boomers don’t buy much stuff anymore. They are still driving that 2007 Lexus RX 350. It’s a good car, easy to get in and out of and it doesn’t have all that electric junk that beeps at you.
But we also know they take nice vacations to fill out that bucket list.
Which is why I also recommended Carnival Corporation & Plc (CCL). The stock is up 8% today to $25.44 which is a 9% gain overall.
CCL is up in sympathy with Royal Caribbean (RCL) which was trading at $234 last month. It is now at $268. It is up 13% today alone! That is a one-month gain of 15% which isn’t too shabby.
The cruise lines are up today because RCL beat earnings by 8.7% which isn’t overwhelming but passenger ticket sales were $2.60 billion up from $2.29 billion a year ago quarter.
That said, it was the optimism about 2025 that is driving the share price higher.
Its new ships, existing fleet, and private destinations have received a strong market response, and are growing margins in 2025.
As of Dec. 31, 2024, RCL had $5.5 billion in customer deposits compared with $5.31 billion in the prior-year period.
Natural Gas Plants
Speaking of billions in deposits, that $500 billion Stargate data center in Abilene, Texas we told you about last week is a go. The data center is expected to produce 360.5 MegaWatts of power and is a joint venture between OpenAI, Oracle, SoftBank, and the investment firm MGX.
Applications were filed with the Texas Commission on Environmental Quality. The paperwork calls for 10 natural gas turbines to be built on-site for primary and backup power for data centers and computing.
GE Vernova (GEV) will supply half the turbines and a subsidiary of Caterpillar (CAT) called Solar Turbines will supply the remainder.
I’m buying this dip, so if you missed our previous report, you can read it right here.
All the best,
Christian DeHaemer
Outsider Club
Boomer Stocks:
https://www.outsiderclub.com/the-best-boomer-stock-to-buy/
Da Bears:
https://www.outsiderclub.com/ai-gets-crushed/
Space Cadet:
https://www.outsiderclub.com/space-race/
