Best Ideas in Healthcare - 2Q13 Healthcare Themes Call Today

Best Ideas in Healthcare - 2Q13 Healthcare Themes Call Today  - healthcarethemesDial2 05.30.13


Please join the Hedgeye Healthcare Team, led by Tom Tobin, today at 11:00am EDT for a discussion on the current Healthcare Themes and the best ways to play these scenarios. 




  • Date: Today, May 30th at 11:00am EDT
  • Toll Free Number:
  • Direct Dial Number:
  • Conference Code: 326981#
  • Materials: CLICK HERE 


Below is an overview of the themes and ideas that will be reviewed in depth on the call. 


Physician Utilization Accelerating

  • We will look at the macro factors that matter, our forecast, and how we track our progress.
  • We will also discuss some perceived headwinds such as High Deductible Health Plan and Cost Shifting which seem far less important than is widely perceived.
  • Best Long Ideas: HOLX, HCA, MD
  • Best Short Idea: UNH

Baby Bust 

  • Is the largest maternity decline in 40 Years Over?
  • We'll review our expectation for a 2013 recovery.
  • Maternity is a significant driver of hospital inpatient and outpatient visits.
  • Pregnant women and newborns have a higher than average frequency of physician visits.
  • Best Long Ideas: MD, HCA
  • Best Short Idea: UNH

Affordable Care Act Accretion

  • The ACA is expected to increase the number of insured people in the U.S. by 15M in 2014, leading 95% of all Americans to be carrying health insurance longer term.  Is this a  reasonable expectation?
  • What changes can we expect to medical consumption?  The newly insured will be young, and in specific categories, we can identify products and services which may increase significantly beginning in 2014.
  • We'll also look at some of the headwinds that may derail what appear to be optimistic consensus outlook.
  • Best Long Ideas: HOLX, HCA


Please email for further details or if you are having trouble accessing the presentation.



Neurofinance: The Psychology Behind When To Sell A Bull Market

"Most momentum investors stay invested too long, under-reacting and holding tight after truly bad news finally arrives to break the trend," writes MarketPsych's Richard Peterson.

read more

Energy Stocks: Time to Buy the Dip? | $XLE

What the heck is happening in the Energy sector (XLE)? Energy stocks have trailed the S&P 500 by a whopping 15% in 2017. Before you buy the dip, here's what you need to know.

read more

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.

read more

Premium insight

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.”

read more

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.

read more

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...

read more

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.

read more

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.

read more

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.

read more

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

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

read more

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.

read more

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.

read more