Below is a note written by CEO Keith McCullough on why we're adding Tenet Healthcare (THC) to the long side of Investing Ideas today:
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Looking for longs that are A) selling off to the low-end of my @Hedgeye Risk Range on B) #decelerating volume? Tenet Healthcare (THC) fits that profile and remains one of Tom Tobin's Best Ideas (Institutional Research product); Here's a summary excerpt from one of Tom's recent research notes on why: "Our THC long thesis continues to call for accelerating volume, in a macro environment that favors domestic health care services exposure. We also like the mix of Ambulatory, particularly USPI, given the positive policy tailwinds." Buy on red, KM |
