Investment Opportunities in Health Care, Autos and Travel

The video discusses various sectors and their growth potential, focusing on drug pricing, auto sales, travel, market trends, and consumer spending. It highlights investment opportunities in companies like Quintiles and Delphi, the impact of global events on travel stocks like Priceline, and the shift in market focus from high dividend payers to growth companies. The importance of consumer spending and the challenges faced by retailers due to competition from companies like Amazon are also explored.

What is the speaker's perspective on the future of companies like Delphi in the automotive sector?

What does the speaker suggest about the retail market and the influence of companies like Amazon?