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TODAY AT 1PM: JUNE CRUISE PRICING CONF CALL - CCL F2Q PREVIEW

Takeaway: Is Carnival's brand resurgence in the Caribbean enough to counter softening prices in Europe?

The Hedgeye Gaming, Lodging, and Leisure team will host a conference call TODAY AT 1PM to discuss the latest findings from our proprietary cruise pricing database.  

 

Watch the presentation live below or contact your Hedgeye salesperson for the dial-in details.

 

Points of discussion include:

  • Pricing pivots (RCL,CCL, NCLH) for June 2015
  • Europe softer again
  • CCL F2Q preview and FY 2015 outlook:
    • Stronger Caribbean 
      • Carnival brand exhibiting strength
      • Can the momentum extend into the fall/winter season? 
    • Soft Europe summer pricing could impact earnings 
      • Costa discounting: is it a delayed reaction to Tunisia or something else?  
      • Germany: TUI vs AIDA
      • River Cruise pressures
      • Blame MSC?
      • And more...
  • New ship premiums

The Macro Show Replay | June 2, 2015

 


VIDEO: Let's Make a Deal! A Healthcare Acquisition Discussion with Tom Tobin | $ATHN $HOLX $MD

Hedgeye Healthcare Sector Head Tom Tobin and Analyst Andrew Freedman hosted a live Q&A session Tuesday at 11:00AM ET, watch the replay below. 

 

They discussed key takeaways from our conversation with a Teleradiology Industry Executive about MD's recent acquisition of vRAD. They also provided updates to our HOLX and ATHN trackers.

 

 


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Invite | Avian Flu ― Thought Leader Call with Dr. Thomas Elam

Takeaway: In this call we will discuss what losing 25% of your breaking eggs supply will do to food and restaurant industry supply chains.

Please join us on June 3, 2015 at 11:00am EST for a thought leader call on the Avian Flu (AI) and the effect it is having on the food and restaurant industries with Dr. Thomas Elam.

 

AI has reached epidemic levels and as we have been keeping you updated, we are bringing in a thought leader to speak to the affects AI is having on the food and restaurant industry. 

 

Dr. Thomas Elam, President of FarmEcon LLC will be meeting with us to discuss the topic and provide his insights that have been built up over his 40 year career. Dr. Elam has been recognized for his knowledge on the industry in numerous publications and written in-depth research on the topic. Dr. Elam brings a real business mind to the conversation, having been a professor of both economics and statistics. His education includes a BS degree in Economics with a minor in mathematics from Union University, Jackson, TN (1969), he also earned MS (1971) and PhD (1973) degrees in Agricultural Economics from the University of Tennessee, Knoxville.

 

Eggs are an important input for many products besides just table eggs, such as, baked goods, pasta, chocolate, ice cream, cosmetics, etc. The amount of companies that are currently being affected is large. The following is a selected list of affected publicly traded companies: MCD, PNRA, POST, CALM, HRL, TSN, DIN, ADM, GIS, K, DNKN, NESN, BDBD.

 

In this call we will discuss what losing 25% of your breaking eggs supply will do to food and restaurant industry supply chains and when it will make an impact on the bottom line.

 

Call details and materials to be provided on the morning of the call.

 

If you have any questions heading into the call please let us know.

 

Howard Penney

(O)

(E)

 


Invite | Avian Flu ― Thought Leader Call with Dr. Thomas Elam

Takeaway: In this call we will discuss what losing 25% of your breaking eggs supply will do to food and restaurant industry supply chains.

Please join us on June 3, 2015 at 11:00am EST for a thought leader call on the Avian Flu (AI) and the effect it is having on the food and restaurant industries with Dr. Thomas Elam.

 

AI has reached epidemic levels and as we have been keeping you updated, we are bringing in an thought leader to speak to the affects AI is having on the food and restaurant industry. 

 

Dr. Thomas Elam, President of FarmEcon LLC will be meeting with us to discuss the topic and provide his insights that have been built up over his 40 year career. Dr. Elam has been recognized for his knowledge on the industry in numerous publications and written in-depth research on the topic. Dr. Elam brings a real business mind to the conversation, having been a professor of both economics and statistics. His education includes a BS degree in Economics with a minor in mathematics from Union University, Jackson, TN (1969), he also earned MS (1971) and PhD (1973) degrees in Agricultural Economics from the University of Tennessee, Knoxville.

 

Eggs are an important input for many products besides just table eggs, such as, baked goods, pasta, chocolate, ice cream, cosmetics, etc. The amount of companies that are currently being affected is large. The following is a selected list of affected publicly traded companies: MCD, PNRA, POST, CALM, HRL, TSN, DIN, ADM, GIS, K, DNKN, NESN, BDBD.

 

In this call we will discuss what losing 25% of your breaking eggs supply will do to food and restaurant industry supply chains and when it will make an impact on the bottom line.

 

Call details and materials to be provided on the morning of the call.

 

If you have any questions heading into the call please let us know.

 

Howard Penney

(O)

(E)

 


Speaker Series Call - The Impact of Currency Wars on S&P500 Earnings

Takeaway: We are hosting a call with Jack Ciesielski, the CEO of the Accounting Observer on the ongoing financial impact of global currency wars.

The Financials team at Hedgeye is hosting the call with Jack Ciesielski as part of their Guest Speaker Series. If you'd like to request a trial of the team's work please email 

 

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We will be hosting a Speaker Series call with Jack Ciesielski, the CEO of the Accounting Observer (AO) next Tuesday, June 9th at 11 a.m. EST. Our topic will be the ongoing impact of overly volatile foreign currencies on the financial statements of some of America's most important companies. While most analysts and portfolio managers are up-to-speed on the earnings impact of FX translation, there are less obvious consequences including: 

  • Devaluation of foreign cash reserves which impacts cash flow
  • Common equity degradation which increases financial leverage
  • ROE implications depending on the direction of financial leverage

 

The AO will outline which sectors in the S&P 500 have the most sensitivity to various FX implications and also distill impact to the company specific level for the largest constituents of the index.

 

Speaker Series Call - The Impact of Currency Wars on S&P500 Earnings - chart1

 

Speaker Series Call - The Impact of Currency Wars on S&P500 Earnings - chart2

 

Speaker Series Call - The Impact of Currency Wars on S&P500 Earnings - chart3

 

CLICK HERE to add this call to your Outlook Calendar for Tuesday, June 9th at 11 a.m. EST or simply dial:

 

Toll Free Number:

Direct Dial Number:

Conference Code: 39894189# 

Call Materials HERE

 

About Jack Ciesielski and the Accounting Observer:

 

Jack Ciesielski is the owner of R.G. Associates, Inc., an investment research and portfolio management firm located in Baltimore, MD. Mr. Ciesielski is the publisher of The Analyst's Accounting Observer, which is an accounting advisory service for security analysts. Before founding R.G. Associates in 1992, Jack spent seven years as a security analyst with the Legg Mason Value Trust. Prior to that, he worked in the accounting profession as an auditor with Coopers & Lybrand, as an internal auditor with Black & Decker, and as an educator at the University of Maryland. The AO focuses on deep dive issues to assist analysts and portfolio managers to completely understand a financial problem set.  

  

 



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