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. Dale: Strong Dollar = Strong America (12/30/2016)
Here’s an obvious statement: The U.S. is a consumer-driven economy. Duh, right?
So that’s why we’re scratching our heads over recent mainstream media headlines suggesting a rising dollar is going to handicap U.S. industries. It’s illogical. A strengthening dollar means Americans have more purchasing power (i.e. they can buy more goods).
2. A Deep Dive Into Our 4 Favorite Healthcare Shorts (12/30/2016)
The worst (let’s repeat… worst) sector in the S&P 500 this year has been Healthcare. It’s not even close. Here are some of our favorite Healthcare shorts via CEO Keith McCullough and Healthcare analyst Andrew Freedman.
3. Sell This Cyclical Stock (12/29/2016)
Sell Wabtec (WAB)? Yes.
The $7 billion rail equipment manufacturer is not a growth stock. After a major investment cycle in rail equipment, over the last ten-plus years, the industry is slowing explains Hedgeye Industrials analyst Jay Van Sciver in the video above.
4. Sell HCA: Here’s Why The Stock Has 30% Downside (12/29/2016)
As an investor, what do you do with a company whose core business is slowing and has low quality assets? Simple. You sell it. That’s the gist of our Healthcare analyst Tom Tobin’s outlook for HCA Holdings (HCA).
5. Did Trump Change the Republican Party Forever? (12/28/2016)
Donald Trump’s Election Day victory will go down in history for many reasons.
“This is probably the most incredible election ever in that we’ve never had a time when someone lost the popular vote by so much, and won the presidency without going to a vote in the House of Representatives,” says historian, author and Hedgeye Demography Sector Head Neil Howe.
6. ‘A Great Deal of Illusory Risk’: Sell Broadcom | $AVGO (12/28/2016)
Broadcom (AVGO) is a Wall Street darling. That might not last much longer.
7. What The Media Missed: Strong Dollar Doesn’t ‘Threaten’ U.S. Economy (12/27/2016)
The U.S. Dollar just hit a 14-year high against the Euro. While the mainstream media thinks this is cause for alarm, the facts belie this convenient narrative.
8. 3 Reasons to Sell Wabtec | $WAB (12/27/2016)
The $7 billion rail equipment manufacturer Wabtec (WAB) is fighting a cyclical downturn in its business. The company has tried to plug the gap with an acquisition that hasn’t lived up to the hype. Now, the Chinese politburo has set some very aggressive goals that will directly compete with Wabtec’s business.
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