"It may make sense for contrarian investors to ignore consensus pundits and consider getting long housing related equities, particularly given their dramatic under-performance this year." -@HedgeyeDJ in his latest piece on @Forbes
https://t.co/yulr6LBmjO
[NEW INVESTING WEBCAST]
Malmgren Goes Deep With McCullough
@DrPippaM + @KeithMcCullough
One of the smartest conversations you'll watch this summer.
Get free access here --> https://t.co/PZu2t8A5wd
Glad we covered $CERN short... $MDRX looks ugly with bookings -32% YoY... $CPSI looks like they are back to their old ways (big misses) now that MU3 bump is behind them, although I thought they had another quarter in them
Never thought I would see the day that $QSII is trading at a premium to $ATHN... $QSII trading at ~15x 2020 EBITDA vs $ATHN at ~14x. $QSII getting a little ahead of itself.
Dr. Soon-Shiong certainly has the Midas Touch! I am sure $MDRX is not too happy about this given the Sunrise #EHR deal they signed just last year... Verity Health may sell St. Vincent and its other hospitals https://t.co/yyQh3SYlK2
$ATHN pushed their earnings call out a week and moved it to a Monday... merger Monday anyone? Still think $175 - $200/share is reasonable. Scarce, high quality asset... strategic buyer probably pays closer to $200.
Lots to talk about in the back half of 2018! We'll be discussing the Health Care utilization environment, wage and labor trends, and more during our 3Q18 Health Care themes presentation today at 10:00am ET! $SYK $ZBH $JNJ $SGRY $MD $EVHC $TDOC $ATHN $HQY $MYGN
Tune in today at 12:30pm ET for our long MD call. We'll walk through why we think maternity stabilizing, activist pressure, and physician consolidation will drive the $MD into the $60s and beyond @HedgeyeHC@HedgeyeHIT@HedgeyeEEvans