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FLASH CALL ... *LIVE* Q&A with Hedgeye Healthcare Sector Head Tom Tobin @ 12:30PM ET

Hedgeye's Healthcare Sector Head Tom Tobin and Analyst Andrew Freedman will answer your questions on athenahealth (ATHN) and Hologic (HOLX) and more in this free and interactive Q&A event at 12:30PM ET today.  Post your questions in the chat box below the video. 

 

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McCullough: This Is the Laughable ‘End Game’ of Central Planners

 

In this excerpt from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough answers a viewer’s question on the implications of current monetary policy.


Q&A with Hedgeye Healthcare Sector Head Tom Tobin

Hedgeye's Healthcare Sector Head Tom Tobin and Analyst Andrew Freedman answered questions on athenahealth (ATHN) and Hologic (HOLX) and more in an open Q&A session this afternoon.

 

 


Hedgeye Statistics

The total percentage of successful long and short trading signals since the inception of Real-Time Alerts in August of 2008.

  • LONG SIGNALS 80.65%
  • SHORT SIGNALS 78.64%

Keith's Macro Notebook 3/3 : USD | Oil | UST 10YR

 

Hedgeye CEO Keith McCullough shares the top three things in his macro notebook this morning.


MACAU: HEDGEYE MONTHLY UPDATE CONF CALL

MACAU: HEDGEYE MONTHLY UPDATE CONF CALL 

 

 

The Hedgeye Gaming, Lodging, and Leisure team will host a conference call tomorrow (Wednesday) at 1PM to discuss the latest Macau data and our overall thoughts on the market and the stocks.  Relevant tickers include:  LVS, WYNN, MGM, MPEL, 0027.HK, 1128.HK, 1928.HK, 2282.HK, 6883.HK, and 0880.HK.


Discussion Points:

  • The company and market details behind February’s 49% GGR decline
  • The true Mass/VIP split is masked by smoking ban related reclassifications of tables – we’ll get you the right numbers
  • Optically, March should look better than February but…
  • Revised 2015 monthly market projections
  • Hedgeye company EBITDA estimates vs the Street (LVS, WYNN, MGM, MPEL, and Galaxy Entertainment)
  • What if Analysis: Junket volumes go to zero

 

Please contact  for dial-in information.


TODAY AT 11AM: CRUISE CONF CALL - FEBRUARY

The Hedgeye Gaming, Lodging, and Leisure team will host a conference call today at 11AM to discuss the latest findings from our proprietary cruise pricing database.

 

 

 

 

Points of discussion include:

  • One market experienced a surge in close-in pricing in February while another discounted summer pricing
  • New ship premiums - 1st look at Norwegian Escape premiums
  • Did the Norwegian brand continue to outperform its contemporary peers in the Caribbean and Europe?
  • Are Costa and Anthem holding their ground in Europe?
  • (NEW*) RCL pricing vs load in Asia
  • (NEW*) Same-ship pricing across different markets (e.g. Europe vs Caribbean)

Please contact  for dial-in information.


Attention Students...

Get The Macro Show and the Early Look now for only $29.95/month – a savings of 57% – with the Hedgeye Student Discount! In addition to those daily macro insights, you'll receive exclusive content tailor-made to augment what you learn in the classroom. Must be a current college or university student to qualify.

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