monday april 5th, 2021
Watch the replay below.
Healthcare analysts Tom Tobin and William McMahon review their best stock ideas, major healthcare themes and more.
On Monday’s Hedgeye House Call, we will cover:
- Themes Recap - Pent- Up Demand | During yet another busy week for our team, the topic of pent- up demand within the health care system as a result of COVID- induced fear and/or fiscal constraints re- occurred throughout each of our appearances. On this week’s Hedgeye House Call, we will review slides which apply to this concept from our joint Health Care Policy interview with CEO of Wellnecity, John Quinn, as well as our 2Q21 Health Care Themes deck.
- BLS – Employment, Hours, Earnings | The most recent BLS Data Update provided valuable insights surrounding Health Care Employment, Hours, and Earnings. From the report, we can see that employment is still well below pre- COVID levels in the aggregate, and the recovery in aggregate hours for Health Care employment has stalled as of February 2021. This week, we will share our expectations for these metrics going forward given what we are seeing in the data.
- Weekly MQ Update – Workflow Tickers | After our latest round of Black Books two weeks ago, followed by a week focused on the larger themes of 2Q 2021, we have grown our ever- expanding list of “workflow tickers” yet again. One of which is on our radar (borne out of the work we did on USPH) is popular SPAC name, ATI Physical Therapy (FAII). On Monday, we will update the weekly MicroQuad charts and add context to how they help guide our workflow going forward.
CLICK HERE to access the associated slides
