• The call plus

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    The Call @ Hedgeye Plus

    Our favorite, high-conviction stock ideas and CEO Keith McCullough’s Macro overlay. Exclusively on Hedgeye TV.

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Watch the replay below

Healthcare analyst Tom Tobin and Health Policy analyst Emily Evans review their best stock ideas, major healthcare themes and more. They also take questions from the live viewer audience after their prepared remarks.

TOPICS INCLUDE:

  • UNH kicked MD out of its networks in NC, SC, GA and Arkansas last week. The move raises eyebrows because the contracts were not being negotiated. While it is easy to assign blame to MD and the rates charged their physicians, something else may be afoot.
  • THC reports after the close today and we expect the utilization model that predicted HCA’s and AMN’s quarter will be accurate again
  • Finally, we will also update the position monitor and hold live Q & A.

CLICK HERE to access the associated slides.