Height Securities

Following the withdrawal of the Republican healthcare bill on Friday, investors are now worried that President Donald Trump will not be able to follow-through on the campaign promises that have driven the stock market’s “Trump Rally” since Election Day. According to Height...

A pair of Democratic congressmen have proposed creative ways to help fund the U.S. critical need for infrastructure investment. Democratic Congressman John Delaney of Maryland and Republican Congressman Rodney Davis of Illinois have proposed the Partnership to Build America Act. The bill would give...

If there’s one thing Federal National Mortgage Assctn Fnni Me (OTC: FNMA) and Federal Home Loan Mortgage Corp (OTC: FMCC) investors are used to these days, it’s waiting. A According to Congressional staffers, Fannie Mae and Freddie Mac investors will likely be waiting until at least...

Congressional Republicans may need to have a bit of flexibility when it comes to funding two of their top legislative priorities. According to Height Securities, Republicans will likely not be able to get enough Democratic votes to defund Planned Parenthood and fund the construction of a border...

This week, President Donald Trump released his new federal “skinny budget” proposal. The budget comes in at only 50 pages, less than half the size of previous administrations’ budgets. Height Securities analyst Peter Cohn combed through the new budget looking for stocks that could...

Ever since the election, traders have been trying to determine which stocks are in the best position to benefit from President Donald Trump’s proposed plan for $1 trillion in infrastructure spending over the next decade. Construction and materials stocks could certainly get a boost from a...

House Republicans have revealed their long-anticipated Affordable Care Act repeal and replace bill — the American Health Care Act. The bill repeals numerous ACA related taxes and penalties (mostly starting in 2018), defunds Medicaid expansion after 2019 and offers tax credits ($2,000–4,...

A potential tax reform was the backbone behind the rally in stock prices since Donald Trump was elected president. Height Securities believes there is an 80 percent chance of Congress passing corporate tax reform before the 2018 elections. An Increase In Odds Analyst Andrew Parmentier raised his...

With the SPDR S&P 500 ETF Trust (NYSE: SPY) up 1.5 percent on Wednesday, it seems President Trump hit a home run in the eyes of investors with his Tuesday evening address. In a new note, Height Securities' Peter Cohn gave a brief rundown of the major investor takeaways from the speech. Here...

One of President Donald Trump’s major campaign talking points was that he and the Republican-controlled Congress would repeal and replace the Affordable Care Act (ACA). Despite a major Republican election victory, that task may still be easier said than done. In a research note, Height...

The Bureau of Alcohol, Tobacco, Firearms and Explosives has been dragged into a hushed racketeering lawsuit involving fake cigarettes, a secret bank account and alleged sting operations. According to the U.S. Tobacco Cooperative Inc., one former employee and contractor cheated nearly 700 coop...

Prison stocks have been rallying since the Nov. 8 presidential election. A rumor out last weekend may have just added strength to the recent rally. Trump Prop For Prison Stocks The GEO Group Inc (NYSE: GEO) and Corecivic Inc (NYSE: CXW) are advancing strongly on Tuesday after a Reuters report...

President Donald Trump has found able allies among the corporate sector for his Border Adjustment Tax. Some blue chip corporations, thriving primarily on domestic business and exports, have banded themselves under the "American Made Coalition" and written to Congress to accelerate the...

In a note published on Tuesday, Height Securities said it anticipates close scrutiny of DIR issues by policymakers would serve as an additional headwind for Pharmacy Benefit Managers, or PBMs. PBMs are intermediaries between insurance companies, pharmacies and manufacturers, working toward reducing...