Specialty Equity Research

Daily coverage of current market opportunities and actionable research

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JaguarTV
Conversations with Jaguar...
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JaguarTV
Bank OZK (OZK) Bearish Ca...
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JaguarTV
Conversations with Jaguar...
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JaguarTV
Conversations with Jaguar...
image
JaguarTV
Conversations with Jaguar...
image
JaguarTV
Conversations with Jaguar...

JaguarTV

All Videos : 41 Posted

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Conversations with Jaguars – June 1

Fahad Khalid

June 1, 2020 | 2:18 PM

13

Taser gun maker $AAXN is gapping higher amid protests and there is more upside over time. $BSX sets up for breakout and Watchman sales are accelerating. Animal health stocks particularly $ZTS continue to provide more upside.

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Bank OZK (OZK) Bearish Case

Fahad Khalid

May 29, 2020 | 8:35 PM

37

With its high exposure to hotel and office buildings, we believe the bank is not reserving sufficient allowance for loan losses. In fact, materially below peers and industry average.   Attachments: Slides | Research Note

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Conversations with Jaguars – May 28

Fahad Khalid

May 28, 2020 | 1:25 PM

20

$DPZ and $PZZA 2Q comps are running quite strong. $MTCH with impressive relative strength as Nasdaq sells off and sets up for breakout. $SHAK also sets up for breakout with NYC opening soon. $MNST is seeing sequential improvement in sales growth. Prefer to buy

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Conversations with Jaguars – May 27

Fahad Khalid

May 27, 2020 | 3:36 PM

29

Major Growth to Value rotation continues. Discussion on how this rotation is putting bids under lots of stocks. An update on $URGN which keeps seeing bullish risk reversals accumulate. $ZTS Simparica update with chart at support.

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Conversations with Jaguars – May 26

Fahad Khalid

May 27, 2020 | 3:00 AM

17

Last Friday airlines $LUV and $DAL saw sharp surge in call buying. Overnight European travel stocks rallied sharply. Watching casinos $WYNN and $LVS. Refreshed bullish view on $TDOC. Bulls case for biotech $URGN. A look into rising Manhattan commercial vacanci

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Conversations with Jaguars – May 22

Fahad Khalid

May 22, 2020 | 2:14 PM

26

Discussions: Can strong $BABA earnings overcome the threat in Hong Kong? Former biotech top pick from 1Q20 Outlook $APLS has catalyst coming up and chart is breaking out. $TNDM has nice technical setup for breakout along with positive commentary on fundamental

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