"As I outlined in this past Friday's Macro Overlay, I want to be taking down the number of SELL ideas on market pullbacks (and taking up the number of BUYs)," writes Hedgeye CEO Keith McCullough today.
That's why we added Wal-Mart (WMT) to the long side and are removing Mednax (MD) from the short side.
*Mednax remains on our Healthcare team's Best Idea list as a short. Click here to read their report.
