Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro Show, Real-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.
Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)
Enjoy!
1. 3 Reasons Why We’re Bearish On Regional Gaming Stocks (12/1/2016)
A perfect storm of trends is looming large over regional gaming stocks. Public companies like Boyd Gaming (BYD), MGM Resorts (MGM) and Penn National Gaming (PENN) are all in the storm’s path according to Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan. In the brief video excerpt above, he lays out our outlook for regional gaming stocks.
2. China’s $24 Trillion Problem & Why It’s ‘Extremely Vulnerable’ (11/30/2016)
The Chinese is economy is running hot. Like “Careful-Something-Really-Bad-Could Happen” hot. “Since 2007, China has added about $24 trillion-worth of debt,” says Hedgeye Financials analyst Josh Steiner. That’s enormous.
3. Simple Math. Fewer Babies = Sell Carter’s | $CRI (11/30/2016)
Demographic trends do not favor baby apparel maker Carter’s (CRI). The U.S. birth rate went down in 2015. That trend appears to be worse this year. The math doesn't bode well for Carter's.
4. Why Applebee’s Parent Company Decision ‘Reeks of Desperation’ | $DIN (11/29/2016)
There’s a decent chance you’ve never heard of the publicly-traded restaurant operator DineEquity (DIN). That said, there’s also a good chance you’ve eaten at Applebee’s or IHOP, which the company both franchises and operates. DineEquity has faced a “fairly dramatic slowdown” over the past few quarters, says Restaurants analyst Howard Penney in the video above.
5. Dispatch from Vienna (Part 2): Will The OPEC Deal Get Done? How Desperate Are The Saudis? (11/29/2016)
Euphoria … hysteria.
Oil prices have gyrated between the two over the last month as investor speculation ramped up about what OPEC would do with its oil supply.
6. Ripple Effects: The Ramifications of Apple and Samsung’s Supreme Court Battle (11/29/2016)
Initial arguments in the high-stakes Supreme Court case between Apple and Samsung may have significant ramifications for retailers like Nike (NKE), Tiffany (TIF) and Calvin Klein who participated in the case.
7. The ‘Graying of America’ Is Not Helping U.S. Gaming Stocks (11/28/2016)
“The only generation that plays slot machines anymore are the Baby Boomers,” says Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan. The average age of gamblers keeps going up (currently it’s 53-years old), but even Gen-Xers who fit the typical demographic aren’t gambling.
8. Sell Cheesecake Factory Ahead of Looming ‘Doomsday Scenario’ | $CAKE (11/28/2016)
Cheesecake Factory (CAKE) shares are approaching all-time highs. Our advice on the stock? Simple. Sell.
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