“We think the marketing opportunity here and execution opportunity here could be big, given that [Cologuard] tests are pretty good and we’ve got a lot of good feedback from physicians,” Tobin says.
ICYMI: Brexit Fears Overdone, Buy British Pound
Removing all doubt that the U.K. would "keep bits of membership" in the European Union, U.K. Prime Minister Theresa May said on Sunday, "We're leaving. We're coming out. We're not going to be a member of the EU any longer." The British pound fell more than 1%. We think this is an opportunity to get long the pound.read more
Will Trump Be More JFK or Eisenhower On Foreign Policy?
Hedgeye National Security analyst LTG Dan Christman USA Ret. dissects the "grand vision" that will shape President-elect Donald Trump's foreign policy agenda. On this grand vision, "two presidential narratives have competed for over half a century," Christman writes, Eisenhower and Kennedy. Christman thinks Trump is more like Eisenhower. Here's why.read more
This Radical Change is Reshaping the Restaurant Industry… Here’s What It Means for Domino’s | $DPZ
Change is coming to the restaurant industry that will reshape how diners order food. In the coming years, food delivery will be “the most disruptive change in the restaurant industry in this generation,” says Hedgeye Restaurants analyst Howard Penney.read more