Hedgeye CEO Keith McCullough is adding Guardant Health (GH) to the long side of Investing Ideas. Below is a brief note.
Since both Cyclical and Consumption Growth #slows during #Quad3, being long both INFLATION (Commodities) #accelerating and Organic Growth works in that economic scenario.
Guardant Health (GH) remains one of Healthcare analyst Tom Tobin's favorite Healthcare Growth Stocks. On his Position Monitor Update today @HedgeyeTV (you can watch it free on our website), here was the punchline update on GH:
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"Patient Volume and Claims Index trending positive for 4Q19. We'll be watching to see if the Medicare final Local Coverage Decision has an impact on volumes by diagnosis code, and a move away from lung cancer patients." |
Buy on red (so that you aren't chasing charts on green),
KM
