Weekly CallOuts | Utilization Continues to Look Positive
Utilization | The Health Care Labor picture continues to point to a positive demand environment in the near term, but signs of slowing are steadily creeping in.
AMN | Health Care Labor Demand updates from the ADP Employment Report and Bureau of Labor Statistics last week point to positive earnings this Thursday. The trend in the tracker data is positive for both 4Q19 and 1Q20 (charts below).
DXCM | 2020 revenue guidance is 17-21% revenue growth, well below what bulls believe the company will print. 4Q19 will be the first chance we’ll have to compare the new data analysis to an earnings result.
MYGN | After the blow up, MYGN looks like a deeply troubled value play. According to our data, problems at Counsyl started in the middle of last year and management commentary may merely be catching up to a reality that was already in place.
LINKS TO REPLAY
Position Monitor | Health Care Labor Demand Data | Claims Data | Forecast Algorithms
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