WEBCAST REPLAY | Best Healthcare Stock Ideas & Big Themes

01/13/20 06:58AM EST

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

CLICK HERE to access the associated the slides.

Tom reviews the Health Care Macro data from the last week as well as:

  • The U.S. Medical Economy is decelerating, although growth remains solid enough for a good 4Q19 earnings season and 1Q20 guidance
  • Macro Quads tell us to be long or short, but Fundamental Equity Quads tell us which stocks
  • Based on a slowing US Medical Economy, Macro and Fundamental Equity Quads, we moved HCA to the short bench

Watch the replay below.

https://livestream.com/hedgeye/events/3856905/videos/200707203

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