COLD: Adding AmeriCold to Investing Ideas (Short Side)

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