Takeaway: Asia is the bright spot for RCL and with earnings next Monday, can it lift results?
Hedgeye's Healthcare Sector Head Tom Tobin and Analyst Andrew Freedman hosted a live, free Q&A session earlier this afternoon.
In addition to answering viewer questions live, they touched on:
Daily Trading Ranges is designed to help you understand where you’re buying and selling within the risk range and help you make better sales at the top end of the range and purchases at the low end.
Takeaway: Join us for our call Thursday, April 16th at 1:00pm EDT as we run through our Best Ideas (YELP, P, BABA) and touch upon TWTR
We will be hosting a call reviewing the major themes and incremental developments to our Best Idea Short theses on YELP, P, & BABA. The emphasis of this call will be to highlight our view over various durations, as well as the upcoming catalyst calendar; identifying the major risks and catalysts to each position over the near-to-intermediate term. In addition, we will touch upon our Short thesis on TWTR, addressing the same topics
Join us for our call Thursday, April 16th at 1:00pm EDT.
KEY TOPICS WILL INCLUDE
Hesham Shaaban, CFA
Editor's Note: This is an excerpt from Hedgeye research written earlier this morning. Click here for more information on how you can become a subscriber.
Germany is one equity market we want to highlight this morning.
The DAX continues to be in a bullish formation and we remain long term bulls. Exports account for 47% of German GDP, so Mario Draghi’s weak EUR policy is obviously a huge TAILWIND for Germany. In addition, their fundamentals are outperforming peers and are showing positive lift (business & economic confidence; IP, factory orders, etc).
Even as the DAX has had a major run over the past six months, over the past five years, it has dramatically underperformed its U.S. counterparts. On a related note, tomorrow at 11am, our European Analyst Matt Hedrick will be presenting a 50-page deck that outlines that continued case to be long of German equities.
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