Restaurants @ Research Edge – My Perspective on Keith’s Trading Calls

Keith’s Trading Call: PFCB looks like McCain, swan diving in AZ; going to 22.72 next

My Perspective: PFCB - I don’t think they are doing enough to offset the macro.

Keith’s Trading Call: SNS looks nothing like CHUX or RT... Looks like it is going to discover the cure for something actually

My Perspective: SNS - The market wants to believe the new CEO (aka boy wonder) can save this ship.

Keith’s Trading Call: RT looks like one of their remodels; bad... and people not coming back

My Perspective: RT - The banks are going to need to step up and save the day.

Keith’s Trading Call: PNRA feels like watching a WWF cage match, broke its nose today off the turnbuckle, but remains conscious

My Perspective: PNRA - In 2009, YOY wheat and gas prices should be favorable, but the consumer is an issue.

Keith’s Trading Call: CHUX looks like it had a shot on the zero line

My Perspective: CHUX - A third tier company in an unforgiving market.

Keith’s Trading Call: DPZ trading with TED spreads b/c of their debt ... nuts, but reality; stock breaking down

My Perspective: DPZ – A good operating model, with a leveraged balance sheet.

Keith’s Trading Call: BWLD - tough day, but hangin' tough... bullish still using a 37.83 line of support

My Perspective: BWLD - Well positioned concept, but I don’t like the move into Las Vegas.

Keith’s Trading Call: GMCR finally broke my line today, $31.36 target

My Perspective: GMCR - The acquisition of Tully’s will buy them time, but long term margin trends don’t look good.

Cartoon of the Day: Hard-Headed Bears

How's this for "hard data"? So far, 107 of 497 S&P 500 companies have reported aggregate sales and earnings growth of 4.4% and 13.2% respectively.

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McCullough [Uncensored]: When People Say ‘Everyone is Bullish, That’s Bulls@#t’

“You wonder why the performance of the hedge fund indices is so horrendous,” says Hedgeye CEO Keith McCullough, “they’re all doing the same thing, after the market moves. You shouldn’t be paid for that.”

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SECTOR SPOTLIGHT Replay | Healthcare Analyst Tom Tobin Today at 2:30PM ET

Tune in to this edition of Sector Spotlight with Healthcare analyst Tom Tobin and Healthcare Policy analyst Emily Evans.

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Ouchy!! Wall Street Consensus Hit By Epic Short Squeeze

In the latest example of what not to do with your portfolio, we have Wall Street consensus positioning...

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Cartoon of the Day: Bulls Leading the People

Investors rejoiced as centrist Emmanuel Macron edged out far-right Marine Le Pen in France's election day voting. European equities were up as much as 4.7% on the news.

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McCullough: ‘This Crazy Stat Drives Stock Market Bears Nuts’

If you’re short the stock market today, and your boss asks why is the Nasdaq at an all-time high, here’s the only honest answer: So far, Nasdaq company earnings are up 46% year-over-year.

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Who's Right? The Stock Market or the Bond Market?

"As I see it, bonds look like they have further to fall, while stocks look tenuous at these levels," writes Peter Atwater, founder of Financial Insyghts.

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Poll of the Day: If You Could Have Lunch with One Fed Chair...

What do you think? Cast your vote. Let us know.

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Are Millennials Actually Lazy, Narcissists? An Interview with Neil Howe (Part 2)

An interview with Neil Howe on why Boomers and Xers get it all wrong.

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6 Charts: The French Election, Nasdaq All-Time Highs & An Earnings Scorecard

We've been telling investors for some time that global growth is picking up, get long stocks.

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Another French Revolution?

"Don't be complacent," writes Hedgeye Managing Director Neil Howe. "Tectonic shifts are underway in France. Is there the prospect of the new Sixth Republic? C'est vraiment possible."

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Cartoon of the Day: The Trend is Your Friend

"All of the key trending macro data suggests the U.S. economy is accelerating," Hedgeye CEO Keith McCullough says.

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