Below is a chart and brief excerpt from today's Early Look written by Director of Research Daryl Jones. 

Our research team had a strong year overall and Keith and I had a hard time awarding The Call of the Year, but we ultimately decided on our Industrials Sector Head Jay Van Sciver for his long call on FedEx $FDX.  This was only one his great calls of the year and I’ve attached a summary of his “picks” for 2020 in the Chart of the Day, many of which are still active ideas.  If you’d like to learn more about subscribing to our sector and stock research, please email Director of Middle Market Sales Jamie Bruno, jbruno@hedgeye.com.

CHART OF THE DAY: The Call Of The Year - Industrials 12 31 2020