Specialty Equity Research

Daily coverage of current market opportunities and actionable research

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JaguarTV
Activision (ATVI) CoD Mob...
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JaguarTV
Edwards Lifesciences (EW)...
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JaguarTV
Verra Mobility (VRRM) to ...
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JaguarTV
Expect Spirit Aerosystems...
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JaguarTV
Amarin (AMRN) Q1 Earnings...
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JaguarTV
Digimarc (DMRC) Street Es...

JaguarTV

All Videos : 28 Posted

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4
13:44
Activision (ATVI) CoD Mobile forward revenue estimates are too low

Fahad Khalid

December 9, 2019 | 3:59 PM

184

Micro transactions are changing business model towards high margin recurring subscription business that is not fully baked into consensus view

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12
11:45
Edwards Lifesciences (EW) 2Q19 Earnings Preview

Fahad Khalid

July 22, 2019 | 6:42 PM

411

Low-Risk TAVR market expansion after clean data announced in March should lead to better than expected growth guidance in anticipation of FDA approval and Medicare coverage in 2H19. Plus upside to margins and Pascal growth getting started.

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25
Verra Mobility (VRRM) to benefit from NYC legislation for speed cameras

Fahad Khalid

May 8, 2019 | 11:59 AM

417

A recently passed legislation in NYC would expand speed camera installation from 140 to 750 schools which should provide substantial upside to revenues. Additionally, toll cameras are launching in Europe in summer 2019 and lastly Peasy launch is expected to ga

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26
10:46
Expect Spirit Aerosystems (SPR) Forward Guidance to Come Under Pressure

Fahad Khalid

April 30, 2019 | 7:41 AM

341

With 54% revenues dependent on Boeing 737 Max which remains grounded worldwide, we expect SPR forward earnings guidance to come under pressure despite the agreement in place currently between SPR and BA to continue at normal production

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22
00:00
Amarin (AMRN) Q1 Earnings Preview

Fahad Khalid

April 24, 2019 | 6:50 PM

569

Taking a look at channel checks ahead of May 1st earnings as well as other events and drug pipeline updates that happened in Q1 and should boost forward growth outlook

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21
11:18
Digimarc (DMRC) Street Estimates Are Potentially Too Low

Fahad Khalid

April 23, 2019 | 8:05 PM

487

Taking a look at how Digimarc (DMRC) Retail opportunity after large bull stepped in with $1.6 million bullish bet in December 35 call options

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