Goldman Sachs’ new basket of Japanese stocks that will benefit from the Boomer age wave got me thinking about U.S.-based boomer stocks. What companies will benefit most from the potent combination of increased longevity, affluence and the enormous size of the Boomer demographic segment? Top investment analysts have been weighing in on Boomer stock plays; most are focusing on the obvious sectors—financial, healthcare, real estate and travel.

50+Digital will be monitoring market analysis and commentary on stocks that represent age wave plays, and collecting pointers to the best commentary. The most interesting analysis we’ve seen so far comes from Erik Dellith at Reuters, who recently published a list of ten favorite stocks . He started with a list of more than 1,000 companies, and boiled it down to just over 100 using various Reuters filters for quality. The final cut filtered for above average earnings-per-share growth within an industry category for both the trailing 12 months and the past five years. Two of his favorites: Goldman Sachs Group Inc. and Nicholas Financial Inc.

Below is a live chart of the Reuters picks so you can keep score:

CNBC wild man Jim Cramer also has some views on boomer stocks. Like Reuters, Cramer likes Goldman Sachs. His picks also include Legg Mason Inc. and T. Rowe Price Group.

The hotel sector should be a strong play, according to a study by the Urban Land Institute (ULI) and PricewaterhouseCoopers LLP, supported by rising leisure travel by aging boomers. The study points to full service hotels as a best bet.

This entry was posted on Sunday, February 18th, 2007 at 1:49 pm and is filed under Financial Markets, Financial Services, Health Care, Real Estate, Travel. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.