• run with the bulls

    get your first month


    of hedgeye free

prev

OC: Adding Owens Corning to Investing Ideas

Takeaway: We are adding Owens Corning to Investing Ideas.

Please note that we are adding Owens Corning to Investing Ideas today. Our Industrials team spearheaded by Jay Van Sciver will provide a full report in this weekend's edition.

OC: Adding Owens Corning to Investing Ideas - o9


YUM: Removing Yum! Brands from Investing Ideas

Takeaway: We are removing Yum! Brands (YUM) from Investing Ideas.

We are removing Yum! Brands from Investing Ideas today. As CEO Keith McCullough wrote, "We're booking the gain, so that we can come back to it again."

 

YUM is up 9% since it was added on 2/9/15, compared to a 2.5% return for the S&P 500.

 

Click image to enlarge.

YUM: Removing Yum! Brands from Investing Ideas - y7


ITB: Adding Housing (iShares U.S. Home Construction ETF) to Investing Ideas

Takeaway: We are adding ITB to Investing Ideas.

Note: The excerpt below was written earlier today by Hedgeye CEO Keith McCullough. Stay tuned for further updates from our housing team.

 

ITB: Adding Housing (iShares U.S. Home Construction ETF) to Investing Ideas - h2

 

Going back to the proverbial wood, and signaling buy on Housing.

 

US #HousingAccelerating remains 1 of the Top 3 Global Macro Themes in the Hedgeye Institutional Themes deck right now. Not only did US home prices accelerate (in rate of change terms) in the Core Logic data this week to +5.7%, but the supply/demand data has been improving throughout the last 3 months.

 

So, on days like today, we can to #FadeBeta (take the other side of the market's move) and buy our Best Ideas at the low-end of their respective risk ranges. Housing (ITB) and related companies (like OC) are some of those ideas.



the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

MACAU: VIDEO REPLAY LINK

Please watch the replay of our video conference call below.  Topics discussed include recent trends in Macau, the Hedgeye Macau outlook, and a no junket scenario analysis. 

 



One-On-One With Wall Street’s Only Alibaba Bear | $BABA

 

Hedgeye Internet & Media analyst Hesham Shaaban offers an update to his bearish thesis on Alibaba (BABA) with CEO Keith McCullough during today’s “The Morning Show” on HedgeyeTV.


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.

next