Goldman Sachs
May 18, 2026
US Morning Call
Daily UpdateEquitiesMacro Economic IndicatorsIndustrialsConsumer Staples
Goldman Sachs' morning call features a strategic shift favoring fundamentals over momentum and the initiation of coverage for IPOs Yesway (Neutral) and National Healthcare Properties (Buy).
Key Takeaways
- 1.Investment strategy recommendation to shift focus from momentum-based trades toward fundamental analysis.
- 2.Initiation of coverage on two recent IPOs: Yesway (YSWY) at Neutral and National Healthcare Properties (NHP) at Buy.
- 3.National Healthcare Properties (NHP) is favored due to an ongoing transition in the Senior Housing sector.
Table of Contents
- Featured Analysts
- Notes on the Call
- Global Market Intelligence
- Resource Corner
- Disclosure Appendix
- Disclosures
- Regulatory disclosures
- Ratings, coverage universe and related definitions
- Global product; distributing entities
- General disclosures
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Authors
Ben SniderNoah PoponakBonnie HerzogJulien BlouinChris HusseySarah Herr
Securities
HIIYSWYNHP
Themes
Momentum vs. FundamentalsIPO Coverage InitiationSenior Housing TransitionArtificial Intelligence
Regions
North AmericaUnited States