Shorting Pests

Published on
April 11th, 2019
Duration
12 minutes

Shorting Pests

Trade Ideas ·
Featuring Jay Van Sciver

Published on: April 11th, 2019 • Duration: 12 minutes

Jay Van Sciver, sector head of industrials & materials at Hedgeye, makes his Real Vision debut on “Trade Ideas.” Sciver highlights one particular short idea: Rollins, the pest control company. He analyzes the bear case, notes the deteriorating fundamentals and discusses how to take advantage of the opportunity in this interview with Jake Merl. Filmed on April 10, 2019.

Comments

Transcript

  • AL
    Alfonso L.
    13 April 2019 @ 18:43
    That is one heck of a PE, but it's a pretty good company. Seems like a really good "DON'T BUY", but betting on a multiple decline isn't typically my favorite bet. I'm usually looking for something that should either go BK or get close to BK. Tesla is more amusing as they have real balance sheet and cash flow issues.
  • dj
    daniel j.
    12 April 2019 @ 14:08
    Damn that is a great idea.
  • TM
    Timothy M.
    11 April 2019 @ 19:16
    Great short idea. How in the world does a pest control company trade at a 60x multiple? I will dabble in the some puts given $ROL is up today.
    • bn
      boutros n.
      13 April 2019 @ 16:54
      lots of work to clean up wall street :)
  • OC
    Otto C.
    11 April 2019 @ 17:49
    Great idea, I'll wait to short above $47
  • lD
    lance D.
    11 April 2019 @ 16:34
    All i can say is that last summer was the best summer i and many others have had EVEN the winter was good (nothing like the summer though) i have been around pest controllers for 20yrs and i had never witnessed a season like last season, we are gearing up for a similar summer again even if this coming season is half as good as last I'm a happy man... Rentokill must of had a field day last year however they do make it easy to win jobs from them but in my experience pest control is all about the summers. not sure id be comfortable shorting PC . Nice little video though. cheers