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PREMIUM INSIGHT

The Essential Election 2016 Health Policy Guide

The Essential Election 2016 Health Policy Guide - healthcare1

This is an institutional research note written by Hedgeye Healthcare Policy analyst Emily Evans. For additional information about our institutional research email to sales@hedgeye.com.


Las Vegas Sands (LVS): Best Idea Long Call Today

Takeaway: Our Gaming, Lodging, and Leisure analysts are hosting a Best Idea call (long) call on Las Vegas Sands today.

Las Vegas Sands (LVS): Best Idea Long Call Today - LVS

 

LVS: BEST IDEA LONG

Conference Call

11:00AM ET

KEY TOPICS OF DISCUSSION

Mass Outlook - Inflecting Positive 

  • Hedgeye Mass Tracker results
  • Impact of new rooms on GGR
  • Visitation (overnight vs. same-day), hotel guests stays, average length of stay, and RevPAR

2Q 2016 Market Analysis 

  • Mass table efficiency
  • Minimum bet limit / observed average bets 
  • Promotional spending
  • Market share analysis

LVS - Best Idea Long

  • Mass centric business model
  • Estimates look acheivable and potentially beatable
  • Strong balance sheet - low leverage and high free cash flow generation
  • Sustainable and growing dividend now funded by free cash flow - 6% dividend yield

Q&A

 

CALL DETAILS

Attendance on this call is limited.

Please note if you are not a current subscriber to our Gaming, Lodging, and Leisure research there will be a fee associated with this call. Ping sales@hedgeye.com for more information.

 

ABOUT HEDGEYE

Hedgeye Risk Management is a leading independent provider of real-time investment research. Focused exclusively on generating and delivering investment ideas, the firm combines quantitative, bottom-up and macro analysis with an emphasis on timing. 

 

The Hedgeye team features some of the world's most regarded research analysts - united around a vision of independent, uncompromised real-time investment research as a service.


Poll of the Day: Which "Simpsons" Character BEST Represents Centrally Planned Markets

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Daily Market Data Dump: Tuesday

Takeaway: A closer look at global macro market developments.

Editor's Note: Below are complimentary charts highlighting global equity market developments, S&P 500 sector performance, volume on U.S. stock exchanges, rates and bond spreads, key currency crosses, and commodities. It's on the house. For more information on how Hedgeye can help you better understand the markets and economy (and stay ahead of consensus) check out our array of investing products

 

CLICK TO ENLARGE

 

Daily Market Data Dump: Tuesday - equity markets 8 30

 

Daily Market Data Dump: Tuesday - sector performance 8 30

 

Daily Market Data Dump: Tuesday - volume 8 30

 

Daily Market Data Dump: Tuesday - rates and spreads 8 30

 

Daily Market Data Dump: Tuesday - currencies 8 30

 

Daily Market Data Dump: Tuesday - commodities 8 30


August 30, 2016

Want more from Daily Trading Ranges? CLICK HERE to submit up to 4 tickers you'd like to see on the list. 

 

  • Bullish Trend
  • Bearish Trend
  • Neutral

INDEX BUY TRADE SELL TRADE PREV. CLOSE
UST10Y
10-Year U.S. Treasury Yield
1.62 1.50 1.57
SPX
S&P 500
2,167 2,192 2,180
RUT
Russell 2000
1,226 1,251 1,244
COMPQ
NASDAQ Composite
5,175 5,260 5,232
XOP
SPDR S&P Oil & Gas Explore
35.99 38.11 37.59
RMZ
MSCI US REIT
1,210 1,241 1,227
NIKK
Nikkei 225 Index
16,330 16,815 16,737
DAX
German DAX Composite
10,383 10,690 10,544
VIX
Volatility Index
11.25 14.36 12.94
USD
U.S. Dollar Index
93.96 95.98 95.54
EURUSD
Euro
1.11 1.13 1.11
USDJPY
Japanese Yen
99.34 102.45 101.88
WTIC
Light Crude Oil Spot Price
44.96 49.29 46.98
NATGAS
Natural Gas Spot Price
2.53 2.97 2.90
GOLD
Gold Spot Price
1,310 1,360 1,327
COPPER
Copper Spot Price
2.05 2.15 2.07
AAPL
Apple Inc.
106.01 110.10 106.82
AMZN
Amazon.com Inc.
755 778 771
JPM
J.P. Morgan Chase & Co.
63.68 66.99 66.95
INTC
Intel Corp.
34.16 35.90 35.55
BAC
Bank Of America
14.80 15.98 15.84
EXPE
Expedia Inc.
109 116 109


Hedgeye's Daily Trading Ranges are twenty immediate-term (TRADE) buy and sell levels, along with our intermediate-term (TREND) view.  Click HERE for a video from Hedgeye CEO Keith McCullough on how to use these risk ranges.


CHART OF THE DAY | Stocks: Puppies & Rainbows? Or Jobs Report Bomb

Editor's Note: Below is a brief excerpt and chart from today's Early Look written by Hedgeye CEO Keith McCullough. Click here to learn more.

 

"... To put this in practical terms, let’s go through the SP500 setup one more time:

  1. It just had a text-book bounce off the low-end of my immediate-term 2167-2192 risk range
  2. It’s still signaling bullish from an intermediate-term TREND perspective (2141 support)
  3. It’s likely going to have a big move in/out of the US jobs report on Friday

If the jobs number is a bomb (Dollar Down, Rates Down), can stocks rip? Yes. If the jobs number is rainbows and puppy dogs (Dollar Up, Rates Up), can stocks get ripped? Yes. Can anything happen in between? Yes."

 

CHART OF THE DAY | Stocks: Puppies & Rainbows? Or Jobs Report Bomb - 08.30.16 EL Chart


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.

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