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tickers discussedLONGS: MCD, GRPN, COF, DFS, ROK, XM SHORTS: DGX, CFG, ROL, TSLA OTHERS: KMB, NCLH, ANTM, SLG, NFLX |
BROADCAST SUMMARY
- Consumables analyst Howard Penney updates on McDonald’s Corporation (MCD) – 00:01:04
- Consumables analyst Daniel Biolsi reviews Kimberly-Clark Corporation (KMB) – 00:04:57
- Gaming, Lodging and Leisure analyst Todd Jordan talks on Wave Season, noting Norwegian Cruise Line (NCLH) – 00:08:54
- Retail analysts Brian McGough and Jeremy McLean update on Groupon (GRPN) – 00:13:31
- Healthcare analyst Tom Tobin discusses the latest updates on Quest Diagnostic (DGX) – 00:20:59
- Healthcare Policy analyst Emily Evans touches on Anthem (ANTM) reporting earnings and the status of public health – 00:25:19
- Financials analyst Josh Steiner highlights regional banks in Quad 4, noting Citizen’s Financial (CFG), Capital One (COF), and Discover (DFS) – 00:28:47
- REITS analyst Rob Simone discusses SL Green Realty (SLG) earnings – 00:36:13
- Industrials analyst Jay Van Sciver continues to update on Rollins (ROL) giving inaccurate organic growth numbers, while discussing Rockwell Automation (ROK) and Tesla (TSLA) – 00:37:49
- Technology analyst Ami Joseph highlights Qualtrics (XM) reporting earnings – 00:48:19
- Communications analyst Andrew Freedman flags Netflix (NFLX) – 00:53:08
- Telecom-Media Policy analyst Paul Glenchur elaborates on the upcoming Supreme Court nomination after the retirement of Justice Stephen Breyer – 00:55:09
- Chief Political Strategist JT Taylor highlights the impact of Breyer’s retirement on Washington – 00:57:22
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