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In this clip from The Call @ Hedgeye, REITS analyst Rob Simone highlights recent updates with American Homes 4 Rent (AMH), while Hedgeye CEO Keith McCullough flags the importance of adhering to your process when entering long and short positions. “The stock will be down 4% to 5%,” explains Simone. “Effectively what they are doing is they are adding additional earnings, future earnings by selling this deal and building out. It’s deceptive at the open, but it’s actually a very attractive proposition.” “This is how you pick off the Old Wall,” states McCullough. “I challenge you, if you work on New Wall, to augment your process with this. The game is changing with this. The game is changing here, more people understand how to play it.” |
(This clip is a small taste of what our subscribers get each day on The Call @ Hedgeye. In a nutshell, The Call is our morning research call hosted by Hedgeye CEO Keith McCullough with our 40+ analyst research team. It helps small and large investors alike make better decisions via unique and investable stock/sector updates Click here to learn more.)
