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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.
