• It's Here!

    Etf Pro

    Get the big financial market moves right, bullish or bearish with Hedgeye’s ETF Pro.

  • It's Here

    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.


KEITH - WEN is the best looking fast food stock on the long side… however…..

HOWARD – WEN - The however is due to management proving that the merger makes sense and that the margin opportunities at the Wendy’s brand are real. In 3Q05 The Wendy’s brand posted strong same-stores sales in 3Q08 on the back of the $0.99 menu. It’s a start!

KEITH - YUM starting to shape up long... has a lot of work to do, but looks better than it has in a while

HOWARD – YUM – We need to get past the 4Q08 – the quarter is not looking good. YUM’s U.S. business is in a secular decline and China is slowing versus a very difficult comparison last year.