The Pellucid Perspective - May 2019 - 1

The
Vol. 10, No. 5

Pellucid
Perspective
May 2019

PERFORMANCE ANALYSIS

2 ORCA + weather impact yields new, encouraging
Phoenix insights

By Stuart Lindsay

INDUSTRY HEALTH?

5 Industry associations see blue skies, green fields
ByJim Koppenhaver

TRUTH-IN-NUMBERS

9 Public companies have less leeway to "fudge" numbers
By Harvey Silverman
WEATHER IMPACT

10 April: Solid up, but beats a "soft comp"
INDUSTRY SCORECARD

12 Mar Utilization: Flat rounds wastes positive weather
MARKET FOCUS

14 "We're #2," chasing San Diego
COMINGS & GOINGS

16 MCO Consolidation & New Formats Mushroom

www.PellucidCorp.com

The Pellucid PersPecTive

1


http://www.PellucidcorP.com

The Pellucid Perspective - May 2019

Table of Contents for the Digital Edition of The Pellucid Perspective - May 2019

TOC
ORCA + weather impact yields new, encouraging Phoenix insights
Industry associations see blue skies, green fields
Public companies have less leeway to “fudge” numbers
April: Solid up, but beats a “soft comp”
Mar Utilization: Flat rounds wastes positive weather
“We’re #2,” chasing San Diego
MCO Consolidation & New Formats Mushroom
The Pellucid Perspective - May 2019 - TOC
The Pellucid Perspective - May 2019 - ORCA + weather impact yields new, encouraging Phoenix insights
The Pellucid Perspective - May 2019 - 3
The Pellucid Perspective - May 2019 - 4
The Pellucid Perspective - May 2019 - Industry associations see blue skies, green fields
The Pellucid Perspective - May 2019 - 6
The Pellucid Perspective - May 2019 - 7
The Pellucid Perspective - May 2019 - 8
The Pellucid Perspective - May 2019 - Public companies have less leeway to “fudge” numbers
The Pellucid Perspective - May 2019 - April: Solid up, but beats a “soft comp”
The Pellucid Perspective - May 2019 - 11
The Pellucid Perspective - May 2019 - Mar Utilization: Flat rounds wastes positive weather
The Pellucid Perspective - May 2019 - 13
The Pellucid Perspective - May 2019 - “We’re #2,” chasing San Diego
The Pellucid Perspective - May 2019 - 15
The Pellucid Perspective - May 2019 - MCO Consolidation & New Formats Mushroom
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