COLD: Adding AmeriCold to Investing Ideas (Short Side)

10/18/21 11:02AM EDT

Hedgeye CEO Keith McCullough is adding AmeriCOLD to the short side of Investing Ideas. Below is a brief note.

I've been waiting, patiently, for this rate (and inflation) sensitive REIT to bounce to lower-highs (and confirm my Bearish @Hedgeye TREND Signal) before I sent you a SELL signal...

In Rob Simone's new REIT Pro research product you'll get a breakdown of the Short Idea that includes:

  • Short COLD
    • Overall thesis
    • Potential downward earnings revisions
    • Upside / Downside analysis from here
    • IRR analysis
    • Long-terms earnings power
    • Review of business segmentation
    • History of external growth through acquisitions
    • USDA commodity data and other macro drive

Sell the bounce,

KM

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