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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.

 

 


Early Look

daily macro intelligence

Relied upon by big institutional and individual investors across the world, this granular morning newsletter distills the latest and most vital market developments and insures that you are always in the know.

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.


investing ideas

Risk Managed Long Term Investing for Pros

Hedgeye CEO Keith McCullough handpicks the “best of the best” long and short ideas delivered to him by our team of over 30 research analysts across myriad sectors.

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