Free Access: The Call @ Hedgeye → HedgeyeTV Highlights (4/24/20)

04/24/20 01:49PM EDT

Editor's Note: Below is a complimentary edition of The Call @ Hedgeye. The Call @ Hedgeye is an online, video presentation distilling our morning research call. Hedgeye CEO Keith McCullough hosts the call with our 40-analyst research team. Click here to learn more about The Call @ Hedgeye Plus.

In this edition of The Call @ Hedgeye:

  • Retail analyst Brian McGough breaks down why he’s adding auto parts retailers Autozone (AZO), O’Reilly’s (ORLY) and Advanced Auto Parts (AAP) to the short side. 
  • Industrials analyst Jay Van Sciver looks at gas consumption, “re-shoring” and traffic. He also previews Roper’s (ROP) earnings. 
  • Technology analyst Ami Joseph dives into semis breaking down Taiwan Semi-Conductor (TSMC) and Texas Instruments (TI). 

Click below to watch today’s “HedgeyeTV Highlights” from The Call @ Hedgeye.

https://cdn.jwplayer.com/players/asZ7LbNY-KY3o17gg.js

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