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Under 60 Seconds: 3 Takeaways From Hilton's Earnings Report

Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan shares three key conclusions from Hilton's earnings report and why it remains on the Best Ideas list as a short.


PREMIUM INSIGHT

The Fed Is More Short Term Now Than a CT Prop Trader Pounding 6 Starbucks Per Day

The Fed Is More Short Term Now Than a CT Prop Trader Pounding 6 Starbucks Per Day - z fed yell

"This is a professional and national embarrassment," writes Hedgeye CEO Keith McCullough.


[From The Vault] Cartoon of the Day: Volcker To Yellen

[From The Vault] Cartoon of the Day: Volcker To Yellen - Fed Chairmen cartoon 02.03.2016

 

Our inimitable, in-house cartoonist Bob Rich is on a much-deserved summer vacation. While he kicks back and relaxes, we're going into the Hedgeye Vault and highlighting some of his best work. In light of the Fed's decision to hold rates steady today, we bring you another audience favorite


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Why We’re Positive On Las Vegas Sands And Its Fat Dividend

In this brief excerpt from The Macro Show this morning, Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan explains why he likes Las Vegas Sands (LVS).


Under 60 Seconds: 3 Takeaways From Twitter's Earnings Report

Takeaway: Hedgeye Internet & Media analyst Hesham Shaaban shares three key conclusions from Twitter's worse-than-expected earnings report.


An Update On An (Ugly) Earnings Scorecard

Takeaway: Aggregate S&P 500 sales and earnings growth for the second quarter are +0.6% and -4.2% respectively.

An Update On An (Ugly) Earnings Scorecard - earnings 7 27

 

Remember the Old Wall consensus narrative that "earnings have bottomed"?

The key callouts:

  • A total of 182 of 500 companies have reported aggregate S&P 500 year-over-year sales and earnings growth for the second quarter of +0.6% and -4.2% respectively;
  • 4 of 10 S&P sectors reported negative year-over-year earnings so far;
  • Energy sales and earnings growth, -22.6% and -78.7% respectively;
  • Information Technology sales and earnings growth, -4.3% and -12.1% respectively;
  • Financials sales and earnings growth, -0.5% and -4.5% respectively;

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