Watch this replay of an investing presentation and Q&A with Hedgeye Health Care Sector Head Tom Tobin.
CLICK HERE to access the associated slides.
Our Healthcare team continues to see positive updates for the U.S. Medical Economy including yesterday’s ADP Employment Report.
While headline ADP Job Adds missed expectations, the Health Care Sector continued to accelerate, exceeding our Hedgeye forecast models and pointing to another solid gain in the BLS Employment Report tomorrow.
The trends also point to a good earnings season for our Health Care longs.
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