Liu-Yue From The McDonough School Of Business At Georgetown University
Liu-Yue has 8 years of investment management experience and is an amateur magician. Lets see if he can make some magic tonight on grade the trade.
Here is Liu-Yue’s scenario: Sanofi-Aventis' (SNY) Acomplia weight loss drug is released with results yielding large scale and consistent weight loss in the US. What are you buying, what are you selling?
Liu Yue is buying SNY, McDonald’s (MCD) as a play on junk food, and Victoria’s Secret (LTD) as a play on confidence. He’s shorting Weight Watchers (WTW), NutriSystems (NTRI) and plus sized retailers like Dress Barn (DBRN).
Jeff Macke gives him an “A” and says “that was rock solid.”