"I'm always trying to get my Investing Ideas positioned alongside my macro view, and right now I don’t want to be tethered to Reflation’s Rollover (Q2 Macro Theme) and/or commodity related cyclicals," writes Hedgeye CEO Keith McCullough. "Hedgeye Industrials analyst Jay Van Sciver’s longer term view on KSU still makes sense to me. I just think we should have an opportunity to build a longer-term position from a lower price."
Kansas City Southern (KSU) remains a top long idea for Van Sciver. Click here to read his original report.
