
Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
Hedgeye Podcasts
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Is Your Stock in Quad Four Unmodelable?
Half of the large cape pharma stocks, i think, are modelling basket cases. One of them is going to have to cut the dividend in about four years. But when you get into these other ones, like horizon therapeutics or shock wave medical, these stocks on my signal are golden. You know, their bullish trade, bullish trend up and a down market generating alpha. They're smaller than your biggest positions. Aeta, ed setup. Yeit's big in the bench mark, thank you.
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