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Watch the replay below

Healthcare analyst Tom Tobin reviews his best stock ideas, major healthcare themes and much more. He also takes questions from the live viewer audience after prepared remarks. 

CLICK HERE to access the associated slides


  • Position Monitor changes - Mednax (MD) high priority long bench idea
  • Flu season off to a strong start which should be positive volume driver for providers generally, and stocks in the $XHS
  • Teladoc Health (TDOC) benefits from a positive flu season, app downloads are strong alongside, it may be enough to return TDOC to an active long
  • Health Care wage growth has seen a massive step up in the last three months. Expect to hear much more about margin pressure from rising wages this earnings season.